- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
DSP Bond Fund - Growth
UTI Medium Duration Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | DSP Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | DSP Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹318 Cr | ₹40 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 29 Apr 1997 | 31 Mar 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Duration Fund BIII Index | CRISIL Medium Term Debt TRI |
| Turn Over | 78% | 24% |
| Expense Ratio | 0.75 | 1.49 |
| Manager | Vivekanand Ramakrishnan | Ritesh Nambiar |
| ISIN Code | INF740K01557 | INF789FB1JU4 |
| Exits Load | Data not available./365 | UTI 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 | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.25% | 0.22% |
| 6 Month | 4.53% | 3.59% |
| 1 Year | 8.28% | 6.91% |
| 3 Year | 7.47% | 6.79% |
| 5 Year | 5.94% | 6.09% |
SIP Return Analysis
| Scheme Name | DSP Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.13% | 0.79% |
| 1 Year | 7.69% | 6.18% |
| 3 Year | 7.95% | 7.06% |
| 5 Year | 6.89% | 6.46% |
Rolling Lumpsum Returns
| Scheme Name | DSP Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.09% | 6.31% |
| 3 Year | 6.81% | 5.1% |
| 5 Year | 6.58% | 4.49% |
Risk Management
| Scheme Name | DSP Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 1.48% | 1.38% |
| Sharp | 0.43% | -0.04% |
| Beta | 1.76% | 1.54% |
| Alpha | -0.66% | -1.16% |
Fund Managers
| Scheme Name | DSP Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Vivekanand Ramakrishnan | Ritesh Nambiar |
| Total AUM | ₹3101 Cr | ₹2329 Cr |
| Funds Managed | 3 | 3 |
| DSP Bond Fund - Growth | UTI Medium Duration Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
DSP Bond Fund - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
DSP Bond Fund - Growth |
UTI Medium Duration Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns8.85%
DSP Regular Savings Fund- Regular Plan - Growth
3Y Returns9.84%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns15%
Invesco India ELSS Tax Saver Fund - Growth
3Y Returns16.61%
ICICI Prudential MidCap Fund - Growth
3Y Returns20.39%
DSP Midcap Fund - Regular Plan - Growth
3Y Returns17.71%
DSP Liquidity Fund - Regular Plan - Growth
3Y Returns6.98%
Mirae Asset Liquid Fund - Growth
3Y Returns6.98%
