DSP Bond Fund - Growth
HSBC Medium Duration Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | DSP Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Fund | DSP Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹319 Cr | ₹788 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Apr 1997 | 02 Feb 2015 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Duration Fund BIII Index | NIFTY Medium Duration Debt Index B-III |
| Turn Over | 78% | 54% |
| Expense Ratio | 0.75 | 1.1 |
| Manager | Vivekanand Ramakrishnan | Shriram Ramanathan |
| ISIN Code | INF740K01557 | INF917K01TH0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.05% | 0.03% |
| 6 Month | 2.2% | 2.32% |
| 1 Year | 7.75% | 7.7% |
| 3 Year | 7.51% | 7.6% |
| 5 Year | 5.81% | 6.04% |
SIP Return Analysis
| Scheme Name | DSP Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.09% | 1.08% |
| 1 Year | 6.37% | 6.29% |
| 3 Year | 7.6% | 7.61% |
| 5 Year | 6.88% | 6.91% |
Rolling Lumpsum Returns
| Scheme Name | DSP Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.27% | 7.35% |
| 3 Year | 6.46% | 6.36% |
| 5 Year | 6.18% | 6.42% |
Risk Management
| Scheme Name | DSP Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 1.32% | 1.27% |
| Sharp | 0.68% | 0.77% |
| Beta | 1.14% | 1.06% |
| Alpha | -0.39% | -0.23% |
Fund Managers
| Scheme Name | DSP Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Name | Vivekanand Ramakrishnan | Shriram Ramanathan |
| Total AUM | ₹3101 Cr | ₹32638 Cr |
| Funds Managed | 3 | 11 |
| DSP Bond Fund - Growth | HSBC Medium Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
DSP Bond Fund - Growth |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
DSP Bond Fund - Growth |
HSBC Medium Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns17.99%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns16.2%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.9%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.41%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns15.97%
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
3Y Returns12.72%
WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH
3Y Returns0%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns21.07%