SUNDARAM MEDIUM DURATION FUND Regular Plan vs DSP Bond Fund compare
DSP Bond Fund - Growth
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
| 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) | ₹380 Cr | ₹42 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 | 2.16 |
| Manager | Vivekanand Ramakrishnan | Dwijendra Srivastava |
| ISIN Code | INF740K01557 | INF903J01FQ2 |
| Exits Load | Nil/365 | Exit load of 1%, if redeemed within 12 months./365 |
| Scheme Name | DSP Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.65% | 0.63% |
| 6 Month | 4.61% | 3.13% |
| 1 Year | 8.32% | 6.07% |
| 3 Year | 5.75% | 3.6% |
| 5 Year | 6.2% | 4.01% |
| Scheme Name | DSP Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.32% | 2.61% |
| 3 Year | 9.36% | 6.63% |
| 5 Year | 15.04% | 9.86% |
| Scheme Name | DSP Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.92% | 6.42% |
| 3 Year | 6.81% | 6.46% |
| 5 Year | 6.66% | 6.62% |
| 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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| 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 |
| Scheme Name |
DSP Bond Fund - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 100 | 99.99 |
| Scheme Name |
DSP Bond Fund - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 1.87 | 16.43 |
| Sovereign | 17.01 | 79 |
| Financial | 66.08 | - |
| Energy | 15.04 | - |
| Consumer Staples | - | 2.28 |
| Communication | - | 2.28 |
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