HSBC Medium Duration Fund vs DSP Bond Fund compare

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tortoise-icon DSP Bond Fund - Growth

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tortoise-icon HSBC Medium Duration Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name DSP Bond Fund - Growth HSBC Medium Duration Fund - Regular Growth
Fund DSP Bond Fund - Growth HSBC Medium Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹380 Cr ₹806 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 29 Apr 1997 02 Feb 2015
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Medium Duration Fund BIII Index NIFTY Medium Duration Debt Index B-III
Turn Over 78% 54%
Expense Ratio 0.77 1.1
Manager Vivekanand Ramakrishnan Shriram Ramanathan
ISIN Code INF740K01557 INF917K01TH0
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name DSP Bond Fund - Growth HSBC Medium Duration Fund - Regular Growth
1 Month 0.71% 0.76%
6 Month 3.93% 4%
1 Year 7.65% 7.73%
3 Year 5.47% 5.47%
5 Year 5.98% 6.39%

SIP Return Analysis

Scheme Name DSP Bond Fund - Growth HSBC Medium Duration Fund - Regular Growth
6 Month - -
1 Year 3.32% 3.49%
3 Year 9.36% 9.53%
5 Year 15.04% 15.97%

Rolling Lumpsum Returns

Scheme Name DSP Bond Fund - Growth HSBC Medium Duration Fund - Regular Growth
1 Year 5.25% 5.64%
3 Year 12.03% 12.89%
5 Year 15.37% 16.44%

Risk Management

Scheme Name DSP Bond Fund - Growth HSBC Medium Duration Fund - Regular Growth
Standard Deviation 1.53% 1.55%
Sharp -0.25% -0.14%
Beta 0.78% 0.79%
Alpha -0.35% -0.18%

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Fund Managers

Scheme Name DSP Bond Fund - Growth HSBC Medium Duration Fund - Regular Growth
Name Vivekanand Ramakrishnan Shriram Ramanathan
Total AUM ₹3101 Cr ₹32638 Cr
Fund Manage 3 11
DSP Bond Fund - Growth HSBC Medium Duration Fund - Regular Growth

Market Cap

Scheme Name

DSP Bond Fund - Growth

HSBC Medium Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

DSP Bond Fund - Growth

HSBC Medium Duration Fund - Regular Growth

Others 1.87 0.89
Sovereign 17.01 37.52
Financial 66.08 43.59
Energy 15.04 4.72
Construction - 7.8
Diversified - 1.58
Communication - 3.22
Capital Goods - 0.6
Materials - 0.08

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