Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

DSP Bond Fund vs SUNDARAM MEDIUM DURATION FUND Regular Plan compare

Link copied to clipboard!

tortoise-icon DSP Bond Fund - Growth

Invest Now

tortoise-icon SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 1.5% 1.01%
6 Month 4% 2.86%
1 Year 8.42% 6.54%
3 Year 6.52% 4.63%
5 Year 6.2% 4.24%

SIP Return Analysis

Scheme Name DSP Bond Fund - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month 2.86% 2.09%
1 Year 9.05% 6.91%
3 Year 7.89% 6.08%
5 Year 6.58% 4.75%

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-icons

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

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

3Y Returns6.41%

VS

Axis Ultra Short Duration Fund - Regular Plan Growth Axis Ultra Short Duration Fund - Regular Plan Growth

3Y Returns6.19%

Compare Now

Franklin Asian Equity Fund - Growth Plan Franklin Asian Equity Fund - Growth Plan

3Y Returns1.44%

VS

Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option Nippon India US Equity Opportunites Fund- Growth Plan- Growth Option

3Y Returns10.12%

Compare Now

Tata Gilt Securities Fund -Regular Plan- Growth Option Tata Gilt Securities Fund -Regular Plan- Growth Option

3Y Returns7.09%

VS

UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Regular Plan - Growth Option

3Y Returns7.2%

Compare Now

WhiteOak Capital Special Opportunities Fund-Reg (G) WhiteOak Capital Special Opportunities Fund-Reg (G)

3Y Returns0%

VS

AXIS Nifty Bank Index Fund - Regular (G) AXIS Nifty Bank Index Fund - Regular (G)

3Y Returns0%

Compare Now
Add to Cart Successfully