Aditya Birla Sun Life Medium Term Plan vs DSP Bond Fund compare
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
DSP Bond Fund - Growth
Chart 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 | 2.13% | 0.39% |
| 6 Month | 6.8% | 4.34% |
| 1 Year | 10.8% | 8.12% |
| 3 Year | 13.64% | 5.74% |
| 5 Year | 9.81% | 6.17% |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | DSP Bond Fund - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 12.09% | 8.12% |
| 3 Year | 11.35% | 7.03% |
| 5 Year | 11.94% | 6.15% |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | DSP Bond Fund - Growth |
|---|---|---|
| 1 Year | 9.16% | 6.91% |
| 3 Year | 9.83% | 6.81% |
| 5 Year | 8.69% | 6.66% |
| 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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| Scheme 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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