DSP Bond Fund vs SUNDARAM MEDIUM DURATION FUND Regular Plan compare
DSP Bond Fund - Growth
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | DSP Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Fund | DSP Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Moderate |
Asset Size (Cr) | ₹317 Cr | ₹43 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹250 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 29 Apr 1997 | 18 Dec 1997 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Medium Duration Fund BIII Index | Nifty Medium Duration Debt Index A-III |
Turn Over | 78% | 78% |
Expense Ratio | 0.75 | 2.19 |
Manager | Vivekanand Ramakrishnan | Dwijendra Srivastava |
ISIN Code | INF740K01557 | INF903J01FQ2 |
Exits Load | Data not available./365 | Sundaram Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | DSP Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
1 Month | 0.55% | 0.21% |
6 Month | 5.38% | 3.82% |
1 Year | 9.25% | 6.98% |
3 Year | 7.68% | 5.79% |
5 Year | 5.88% | 3.97% |
SIP Return Analysis
Scheme Name | DSP Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
6 Month | 2.3% | 1.59% |
1 Year | 9.79% | 7.13% |
3 Year | 8.52% | 6.52% |
5 Year | 7.14% | 5.21% |
Rolling Lumpsum Returns
Scheme Name | DSP Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
1 Year | 7.09% | 6.61% |
3 Year | 6.81% | 6.41% |
5 Year | 6.58% | 6.59% |
Risk Management
Scheme Name | DSP Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Standard Deviation | 1.43% | 1.48% |
Sharp | 0.75% | -0.39% |
Beta | 1.70% | 1.67% |
Alpha | -0.64% | -2.26% |
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Fund Managers
Scheme Name | DSP Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Name | Vivekanand Ramakrishnan | Dwijendra Srivastava |
Total AUM | ₹3101 Cr | ₹14140 Cr |
Funds Managed | 3 | 14 |
DSP Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
Market Cap
Scheme Name |
DSP Bond Fund - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
DSP Bond Fund - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
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