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SUNDARAM MEDIUM DURATION FUND Regular Plan vs DSP Bond Fund 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) | ₹306 Cr | ₹44 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 | 1.05% | 0.91% |
| 6 Month | 5.48% | 4.67% |
| 1 Year | 9.88% | 8.07% |
| 3 Year | 7.75% | 6.05% |
| 5 Year | 6.3% | 4.53% |
SIP Return Analysis
| Scheme Name | DSP Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 3% | 2.49% |
| 1 Year | 10.31% | 8.36% |
| 3 Year | 8.42% | 6.7% |
| 5 Year | 6.92% | 5.15% |
Rolling Lumpsum Returns
| Scheme Name | DSP Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.98% | 6.57% |
| 3 Year | 6.8% | 6.49% |
| 5 Year | 6.63% | 6.63% |
Risk Management
| Scheme Name | DSP Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.497% | 1.81% |
| Sharp | -0.271% | -1.215% |
| Beta | 1.325% | 1.575% |
| Alpha | -0.287% | -1.945% |
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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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