Aditya Birla Sun Life Medium Term Plan vs BANDHAN Bond Fund compare

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tortoise-icon BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

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Chart Comparison

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

Overview

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Fund BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹1492 Cr ₹1968 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Jul 2003 25 Mar 2009
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index A-III CRISIL Medium Duration Fund CIII Index
Turn Over 78% 78%
Expense Ratio 1.31 1.58
Manager Sreejith Balasubramanian Dhaval Joshi
ISIN Code INF194K01JU0 INF209K01603
Exits Load Data not available./365 Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 2.0% of sell value; if fund sold before 365 days. There are no other charges., 1.0% if fund sold before 730 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Month 0.76% 0.78%
6 Month 3.99% 5.96%
1 Year 7.54% 10.48%
3 Year 4.92% 13.65%
5 Year 5.73% 11.33%

SIP Return Analysis

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
6 Month - -
1 Year 7.39% 11.18%
3 Year 6.48% 10.91%
5 Year 5.44% 11.8%

Rolling Lumpsum Returns

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Year 7.1% 9.16%
3 Year 8.02% 9.83%
5 Year 8.13% 8.69%

Risk Management

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Standard Deviation 2.07% 9.4%
Sharp -0.58% 0.71%
Beta 0.99% 1.35%
Alpha -1.15% 6.74%

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Fund Managers

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Name Sreejith Balasubramanian Dhaval Joshi
Total AUM ₹66149 Cr ₹361932 Cr
Fund Manage 14 55
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Market Cap

Scheme Name

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Others 100 95.21
Mid Cap - 0.6
Small Cap - 4.23

Sector Allocation

Scheme Name

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Others 100 95.21
Realty - 1.92
Construction - 1.11
Transport Infrastructure - 1.8

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