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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹1530 Cr ₹1861 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 Nil/365 For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years./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 0.31% 2.13%
6 Month 4.22% 6.8%
1 Year 8.29% 10.8%
3 Year 4.81% 13.64%
5 Year 5.56% 9.81%

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 7.8% 12.09%
3 Year 6.4% 11.35%
5 Year 5.43% 11.94%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 100 100.01

Sector Allocation

Scheme Name

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

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

Others 3.16 3.36
Sovereign 46.89 47.56
Financial 49.95 29.59
Metals & Mining - 2.69
Construction - 10.11
Consumer Staples - 0.54
Services - 1.34
Communication - 2.38
Chemicals - 1.07
Energy - 1.37

Top Comparisons

Edelweiss Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)

3Y Returns0%

VS

LIC MF Multi Cap Fund Regular - Growth LIC MF Multi Cap Fund Regular - Growth

3Y Returns0%

Compare Now

Nippon India Small Cap Fund - Growth Plan - Bonus Option Nippon India Small Cap Fund - Growth Plan - Bonus Option

3Y Returns25.31%

VS

Tata Small Cap Fund-Regular Plan-Growth Tata Small Cap Fund-Regular Plan-Growth

3Y Returns22.11%

Compare Now

Canara Robeco Multi Cap Fund - Regular (G) Canara Robeco Multi Cap Fund - Regular (G)

3Y Returns0%

VS

Mirae Asset Multicap Fund - Regular (G) Mirae Asset Multicap Fund - Regular (G)

3Y Returns0%

Compare Now

Tata Floating Rate Fund-Regular Plan-Growth Tata Floating Rate Fund-Regular Plan-Growth

3Y Returns6.21%

VS

UTI - Floater Fund - Regular Plan  - Growth Option UTI - Floater Fund - Regular Plan - Growth Option

3Y Returns5.63%

Compare Now
Request call back
Add to Cart Successfully