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DSP Medium Term Fund vs Aditya Birla Sun Life Medium Term Fund

Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.

  • DSP Medium Term Fund
  • Aditya Birla Sun Life Medium Term Fund
DSP Medium Term Fund compared with Aditya Birla Sun Life Medium Term Fund
FundDSP Mutual FundDSP Medium Term FundMedium Duration Fund · Direct planNAV ₹92.14Aditya Birla Sun Life Mutual FundAditya Birla Sun Life Medium Term FundMedium Duration Fund · Direct planNAV ₹48.03
Returns
1 year4.7%9.1% (best of these funds)
3 yearsa year7.2%10.5% (best of these funds)
5 yearsa year6.1%12.7% (best of these funds)
10 yearsa year6%9.1% (best of these funds)
Risk
Volatilitya year1.2% (best of these funds)2.3%
Worst fall−5.3% (best of these funds)−12.6%
Best year11.1%26.6% (best of these funds)
Worst year0.7% (best of these funds)-8.7%
Years in gain100% (best of these funds)90%
Cost and size
Expense ratio0.42% (best of these funds)0.71%
Fund size₹251 Cr₹3,319 Cr
Minimum SIP₹100 (best of these funds)₹1,000
Lock-inNoneNone

Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.

Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.