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DSP Nifty SDL Plus G-Sec Jun 2028 30:70 Index Fund

DSP Nifty SDL Plus G-Sec Jun 2028 30:70 Index Fund

Fund Overview

AUM (Fund size) ₹2,057 Cr
Exit load 0%
Lock-in Period Nil
Age 3 yrs 8 m since Mar 11, 2022
Benchmark Nifty SDL Plus G-Sec Jun 2028 30:70
Min. investment SIP: ₹3000 & Lumpsum: ₹10000
Expense ratio 0.31% as on Oct 31, 2025
Plan type Regular
Risk Low to Moderate
Tax on your gains Profits are added to your income and taxed as per your slab rate

Peer Comparison

Fund Name 1M 6M 1Y 3Y 5Y 10Y
DSP Nifty SDL Plus G-Sec Jun 2028 30:70 Index Fund 0.41% 2.67% 8.33% 7.96% N.A. N.A.
BHARAT Bond FOF - April 2030 0.27% 2.56% 8.82% 8.18% 6.63% 4.48%
BHARAT Bond FOF - April 2031 0.21% 2.53% 8.82% 8.31% 6.58% 3.35%
HDFC NIFTY G-Sec Jun 2036 Index Fund 0.46% 0.18% 8.0% 8.11% 4.79% 2.37%
Kotak Nifty G-Sec July 2033 Index Fund 0.24% 0.87% 8.41% 6.19% 3.67% 1.82%
SBI CRISIL IBX Gilt Index - June 2036 Fund 0.45% 0.13% 7.88% 8.61% 5.43% 2.68%
Fund Name Std. deviation Beta Sharpe Sortino
DSP Nifty SDL Plus G-Sec Jun 2028 30:70 Index Fund 1.41 3.79 1.16 1.95
BHARAT Bond FOF - April 2030 2.07 4.37 1.01 1.99
BHARAT Bond FOF - April 2031 2.36 4.95 0.89 1.43
HDFC NIFTY G-Sec Jun 2036 Index Fund N.A. N.A. N.A. N.A.
Kotak Nifty G-Sec July 2033 Index Fund N.A. N.A. N.A. N.A.
SBI CRISIL IBX Gilt Index - June 2036 Fund 3.04 6.41 0.73 1.03
Fund Name AUM Fund Age Expense Ratio
DSP Nifty SDL Plus G-Sec Jun 2028 30:70 Index Fund 2,057 Cr 3 yrs 8 m 0.31%
BHARAT Bond FOF - April 2030 9,647 Cr 5 yrs 11 m 0.08%
BHARAT Bond FOF - April 2031 4,722 Cr 5 yrs 4 m 0.08%
HDFC NIFTY G-Sec Jun 2036 Index Fund 968 Cr 2 yrs 8 m 0.38%
Kotak Nifty G-Sec July 2033 Index Fund 21 Cr 2 yrs 1 m 0.39%
SBI CRISIL IBX Gilt Index - June 2036 Fund 2,702 Cr 3 yrs 2 m 0.49%

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