Aditya Birla Sun Life Low Duration Fund vs SBI Magnum Low Duration Fund compare

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tortoise-icon SBI Magnum Low Duration Fund - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Low Duration Fund - Growth Plan

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Chart Comparison

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

Overview

Scheme Name SBI Magnum Low Duration Fund - Regular Plan - Growth Aditya Birla Sun Life Low Duration Fund - Growth Plan
Fund SBI Magnum Low Duration Fund - Regular Plan - Growth Aditya Birla Sun Life Low Duration Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹9789 Cr ₹10806 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 01 Jul 2007 01 May 1998
Category Low Duration Low Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Low Duration Fund BI Index CRISIL Low Duration Fund BI Index
Turn Over 24% 20%
Expense Ratio 1.02 1.22
Manager Pradeep Kesavan Dhaval Joshi
ISIN Code INF200K01MO2 INF209K01LQ0
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Magnum Low Duration Fund - Regular Plan - Growth Aditya Birla Sun Life Low Duration Fund - Growth Plan
1 Month 0.53% 0.53%
6 Month 3.7% 3.6%
1 Year 7.37% 7.17%
3 Year 5.85% 5.86%
5 Year 5.56% 5.82%

SIP Return Analysis

Scheme Name SBI Magnum Low Duration Fund - Regular Plan - Growth Aditya Birla Sun Life Low Duration Fund - Growth Plan
6 Month - -
1 Year 7.27% 7.11%
3 Year 6.68% 6.6%
5 Year 5.85% 5.94%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Low Duration Fund - Regular Plan - Growth Aditya Birla Sun Life Low Duration Fund - Growth Plan
1 Year 7.7% 7.48%
3 Year 7.52% 7.18%
5 Year 8.13% 6.69%

Risk Management

Scheme Name SBI Magnum Low Duration Fund - Regular Plan - Growth Aditya Birla Sun Life Low Duration Fund - Growth Plan
Standard Deviation 0.62% 0.59%
Sharp -0.34% -0.24%
Beta 1.38% 1.28%
Alpha 2.56% 2.42%

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Fund Managers

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

Market Cap

Scheme Name

SBI Magnum Low Duration Fund - Regular Plan - Growth

Aditya Birla Sun Life Low Duration Fund - Growth Plan

Others 100 97.7

Sector Allocation

Scheme Name

SBI Magnum Low Duration Fund - Regular Plan - Growth

Aditya Birla Sun Life Low Duration Fund - Growth Plan

Financial 63.8 73.78
Others -3.96 4.35
Sovereign 15.31 12.37
Construction 14.82 1.97
Consumer Staples 1.03 -
Diversified 0.51 -
Energy 2.63 0.41
Capital Goods 1.75 -
Communication 4.11 4.82

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