Nippon India Medium Duration Fund - Growth Option
DSP Bond Fund - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | DSP Bond Fund - Growth |
|---|---|---|
| Fund | Nippon India Medium Duration Fund - Growth Option | DSP Bond Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹122 Cr | ₹318 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 26 Jun 2014 | 29 Apr 1997 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Duration Fund CIII Index | CRISIL Medium Duration Fund BIII Index |
| Turn Over | 0.0% | 78% |
| Expense Ratio | 1.1 | 0.75 |
| Manager | Sushil Budhia | Vivekanand Ramakrishnan |
| ISIN Code | INF204KA1PZ1 | INF740K01557 |
| Exits Load | Nippon India Strategic Debt Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | DSP Bond Fund - Growth |
|---|---|---|
| 1 Month | 0.62% | 0.48% |
| 6 Month | 4.64% | 2.24% |
| 1 Year | 9.94% | 8.07% |
| 3 Year | 8.38% | 7.61% |
| 5 Year | 8.92% | 5.86% |
SIP Return Analysis
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | DSP Bond Fund - Growth |
|---|---|---|
| 6 Month | 2.08% | 1.51% |
| 1 Year | 9.82% | 7.3% |
| 3 Year | 9.07% | 7.92% |
| 5 Year | 8.34% | 7.03% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | DSP Bond Fund - Growth |
|---|---|---|
| 1 Year | 6.97% | 6.27% |
| 3 Year | 5.75% | 6.46% |
| 5 Year | -0.93% | 6.18% |
Risk Management
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | DSP Bond Fund - Growth |
|---|---|---|
| Standard Deviation | 8.15% | 1.53% |
| Sharp | 0.47% | -0.25% |
| Beta | 0.18% | 0.78% |
| Alpha | 3.87% | -0.35% |
Fund Managers
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | DSP Bond Fund - Growth |
|---|---|---|
| Name | Sushil Budhia | Vivekanand Ramakrishnan |
| Total AUM | ₹29447 Cr | ₹3101 Cr |
| Funds Managed | 11 | 3 |
| Nippon India Medium Duration Fund - Growth Option | DSP Bond Fund - Growth |
Market Cap
| Scheme Name |
Nippon India Medium Duration Fund - Growth Option |
DSP Bond Fund - Growth |
|---|---|---|
| Others | 100 | 98.44 |
Sector Allocation
| Scheme Name |
Nippon India Medium Duration Fund - Growth Option |
DSP Bond Fund - Growth |
|---|---|---|
| Others | 100 | 98.16 |
| Transport Infrastructure | - | 0.28 |
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