SUNDARAM MEDIUM DURATION FUND Regular Plan vs DSP Bond Fund compare

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tortoise-icon DSP Bond Fund - Growth

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tortoise-icon SUNDARAM MEDIUM DURATION FUND Regular Plan - 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 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) ₹376 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 0.77 2.18
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 0.48% 0.62%
6 Month 3.91% 3.11%
1 Year 7.67% 6.25%
3 Year 5.81% 4.04%
5 Year 6.15% 4.04%

SIP Return Analysis

Scheme Name DSP Bond Fund - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month - -
1 Year 7.54% 6.03%
3 Year 7% 5.35%
5 Year 6.11% 4.34%

Rolling Lumpsum Returns

Scheme Name DSP Bond Fund - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year 6.91% 6.59%
3 Year 6.81% 6.53%
5 Year 6.66% 6.66%

Risk Management

Scheme Name DSP Bond Fund - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Standard Deviation 1.53% 1.84%
Sharp -0.25% -1.17%
Beta 0.78% 0.94%
Alpha -0.35% -2.11%

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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
Fund Manage 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 100 100.01

Sector Allocation

Scheme Name

DSP Bond Fund - Growth

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 100 100.01

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