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) | ₹138 Cr | ₹314 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 | 0.19% | -0.11% |
| 6 Month | 2.18% | 1.45% |
| 1 Year | 9.03% | 6.84% |
| 3 Year | 8.29% | 7.3% |
| 5 Year | 8.84% | 5.66% |
SIP Return Analysis
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | DSP Bond Fund - Growth |
|---|---|---|
| 6 Month | 0.94% | 0.65% |
| 1 Year | 6.73% | 4.28% |
| 3 Year | 8.2% | 6.98% |
| 5 Year | 7.81% | 6.61% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | DSP Bond Fund - Growth |
|---|---|---|
| 1 Year | 7.01% | 6.32% |
| 3 Year | 5.88% | 6.49% |
| 5 Year | -0.91% | 6.17% |
Risk Management
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | DSP Bond Fund - Growth |
|---|---|---|
| Standard Deviation | 1.91% | 1.38% |
| Sharp | 0.81% | 0.56% |
| Beta | 1.08% | 1.13% |
| Alpha | 0.51% | -0.34% |
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 | 100 |
Sector Allocation
| Scheme Name |
Nippon India Medium Duration Fund - Growth Option |
DSP Bond Fund - Growth |
|---|---|---|
| Others | 100 | 100 |
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