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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) ₹1469 Cr ₹2049 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 1.56
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 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 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 1.94% 1.84%
6 Month 5.05% 7.14%
1 Year 9.76% 14.67%
3 Year 6.43% 14.26%
5 Year 5.62% 12.45%

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 3.23% 4.33%
1 Year 10.32% 15.8%
3 Year 8.02% 11.66%
5 Year 6.25% 12.68%

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 7.14% 9.22%
3 Year 7.99% 9.95%
5 Year 8.11% 8.72%

Risk Management

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Standard Deviation 2.093% 9.216%
Sharp -0.58% 0.725%
Beta 1.857% 3.163%
Alpha -1.024% 6.914%

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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
Funds Managed 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

Sector Allocation

Scheme Name

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

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

Others 100 95.74
Real Estate - 1.13
Financial Services - 1
Industrials - 1.52
Utilities - 0.6

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