- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
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
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) | ₹318 Cr | ₹37 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 | 0.48% | 0.42% |
| 6 Month | 2.24% | 1.36% |
| 1 Year | 8.07% | 5.8% |
| 3 Year | 7.61% | 5.8% |
| 5 Year | 5.86% | 3.94% |
SIP Return Analysis
| Scheme Name | DSP Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.41% | 1% |
| 1 Year | 7.03% | 4.92% |
| 3 Year | 7.88% | 5.93% |
| 5 Year | 7.04% | 5.15% |
Rolling Lumpsum Returns
| Scheme Name | DSP Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.27% | 5.91% |
| 3 Year | 6.46% | 6.07% |
| 5 Year | 6.18% | 5.99% |
Risk Management
| Scheme Name | DSP Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.53% | 1.84% |
| Sharp | -0.25% | -1.17% |
| Beta | 0.78% | 0.94% |
| Alpha | -0.35% | -2.11% |
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 |
Top Comparisons
ICICI Prudential Multicap Fund - Growth
3Y Returns17.94%
DSP Multicap Fund - Regular (G)
3Y Returns0%
ITI Banking and Financial Services Fund Regular - Growth
3Y Returns13.29%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns19.36%
DSP Arbitrage Fund - Regular - Growth
3Y Returns7.01%
Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns7%
Tata ELSS Fund - Regular Plan - Growth Option
3Y Returns14.26%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns15.91%
