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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) | ₹314 Cr | ₹43 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 | -0.09% | -0.17% |
| 6 Month | 5.48% | 4.17% |
| 1 Year | 9.66% | 7.41% |
| 3 Year | 7.86% | 6.06% |
| 5 Year | 5.94% | 4.16% |
SIP Return Analysis
| Scheme Name | DSP Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.55% | 1.85% |
| 1 Year | 9.93% | 7.48% |
| 3 Year | 8.5% | 6.57% |
| 5 Year | 7.07% | 5.18% |
Rolling Lumpsum Returns
| Scheme Name | DSP Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.04% | 6.57% |
| 3 Year | 6.8% | 6.43% |
| 5 Year | 6.61% | 6.61% |
Risk Management
| Scheme Name | DSP Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.37% | 1.45% |
| Sharp | 0.90% | -0.31% |
| Beta | 1.63% | 1.61% |
| Alpha | -0.39% | -2.06% |
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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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