Aditya Birla Sun Life Income Fund vs SBI Magnum Income Fund compare

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tortoise-icon SBI Magnum Income Fund-Regular Plan-Growth

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tortoise-icon Aditya Birla Sun Life Income Fund - Growth - Regular Plan

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Chart Comparison

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

Overview

Scheme Name SBI Magnum Income Fund-Regular Plan-Growth Aditya Birla Sun Life Income Fund - Growth - Regular Plan
Fund SBI Magnum Income Fund-Regular Plan-Growth Aditya Birla Sun Life Income Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹1769 Cr ₹1910 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 25 Nov 1998 05 Oct 1995
Category Medium to Long Duration Medium to Long Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Medium to Long Duration Fund BIII Index CRISIL Medium to Long Duration Fund AIII Index
Turn Over 78% 78%
Expense Ratio 1.46 1.09
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200K01594 INF209K01579
Exits Load For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Magnum Income Fund-Regular Plan-Growth Aditya Birla Sun Life Income Fund - Growth - Regular Plan
1 Month 0.34% 0.19%
6 Month 4.4% 4.51%
1 Year 8.36% 8.74%
3 Year 5.87% 5.54%
5 Year 6.88% 6.6%

SIP Return Analysis

Scheme Name SBI Magnum Income Fund-Regular Plan-Growth Aditya Birla Sun Life Income Fund - Growth - Regular Plan
6 Month - -
1 Year 8.69% 8.95%
3 Year 7.41% 7.17%
5 Year 6.55% 6.4%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Income Fund-Regular Plan-Growth Aditya Birla Sun Life Income Fund - Growth - Regular Plan
1 Year 6.95% 9.45%
3 Year 7.43% 8.28%
5 Year 7.44% 8.41%

Risk Management

Scheme Name SBI Magnum Income Fund-Regular Plan-Growth Aditya Birla Sun Life Income Fund - Growth - Regular Plan
Standard Deviation 1.79% 2.15%
Sharp -0.08% -0.17%
Beta 0.95% 1.13%
Alpha -0.09% -0.3%

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Fund Managers

Scheme Name SBI Magnum Income Fund-Regular Plan-Growth Aditya Birla Sun Life Income Fund - Growth - Regular Plan
Name Pradeep Kesavan Dhaval Joshi
Total AUM ₹434274 Cr ₹361932 Cr
Fund Manage 43 55
SBI Magnum Income Fund-Regular Plan-Growth Aditya Birla Sun Life Income Fund - Growth - Regular Plan

Market Cap

Scheme Name

SBI Magnum Income Fund-Regular Plan-Growth

Aditya Birla Sun Life Income Fund - Growth - Regular Plan

Others 100 99.97

Sector Allocation

Scheme Name

SBI Magnum Income Fund-Regular Plan-Growth

Aditya Birla Sun Life Income Fund - Growth - Regular Plan

Others 100 16
Sovereign - 57.4
Financial - 26.57

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