DSP Bond Fund vs SUNDARAM MEDIUM DURATION FUND Regular Plan 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 | 1.94% | 1.79% |
6 Month | 5.09% | 4.35% |
1 Year | 9.94% | 8.35% |
3 Year | 7.23% | 5.45% |
5 Year | 6.41% | 4.55% |
SIP Return Analysis
Scheme Name | DSP Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
6 Month | 3.4% | 2.82% |
1 Year | 10.85% | 8.77% |
3 Year | 8.5% | 6.73% |
5 Year | 6.94% | 5.14% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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
Nippon India Nifty Bank Index Fund - Reg (G)
3Y Returns0%
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
3Y Returns16.67%
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns12.77%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns10.22%
ICICI Prudential US Bluechip Equity Fund - Growth
3Y Returns6.64%
Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan
3Y Returns5.84%
Nippon India Money Market Fund-Growth Plan-Growth Option
3Y Returns7.19%
UTI MMF-Discontinued - Regular Plan -Growth
3Y Returns6.76%