Aditya Birla Sun Life Medium Term Plan vs DSP Bond Fund compare
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Invest NowDSP Bond Fund - Growth
Invest NowChart Comparison
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | DSP Bond Fund - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | DSP Bond Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderate |
Asset Size (Cr) | ₹1861 Cr | ₹380 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 25 Mar 2009 | 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 | 78% | 78% |
Expense Ratio | 1.58 | 0.77 |
Manager | Dhaval Joshi | Vivekanand Ramakrishnan |
ISIN Code | INF209K01603 | INF740K01557 |
Exits Load | For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years./365 | Nil/365 |
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | DSP Bond Fund - Growth |
---|---|---|
1 Month | 0.8% | 0.71% |
6 Month | 4.46% | 3.93% |
1 Year | 8.01% | 7.65% |
3 Year | 12.77% | 5.47% |
5 Year | 8.81% | 5.98% |
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | DSP Bond Fund - Growth |
---|---|---|
6 Month | - | - |
1 Year | 3.21% | 3.32% |
3 Year | 17.2% | 9.36% |
5 Year | 31.16% | 15.04% |
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | DSP Bond Fund - Growth |
---|---|---|
1 Year | 9.78% | 5.25% |
3 Year | 27.67% | 12.03% |
5 Year | 32.18% | 15.37% |
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | DSP Bond Fund - Growth |
---|---|---|
Standard Deviation | 9.4% | 1.53% |
Sharp | 0.71% | -0.25% |
Beta | 1.35% | 0.78% |
Alpha | 6.74% | -0.35% |
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Get Free Experts GuidanceScheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | DSP Bond Fund - Growth |
---|---|---|
Name | Dhaval Joshi | Vivekanand Ramakrishnan |
Total AUM | ₹361932 Cr | ₹3101 Cr |
Fund Manage | 55 | 3 |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | DSP Bond Fund - Growth |
Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
DSP Bond Fund - Growth |
---|---|---|
Others | 100.01 | 100 |
Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
DSP Bond Fund - Growth |
---|---|---|
Others | 3.36 | 1.87 |
Sovereign | 47.56 | 17.01 |
Metals & Mining | 2.69 | - |
Financial | 29.59 | 66.08 |
Construction | 10.11 | - |
Consumer Staples | 0.54 | - |
Services | 1.34 | - |
Communication | 2.38 | - |
Chemicals | 1.07 | - |
Energy | 1.37 | 15.04 |
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