Aditya Birla Sun Life Medium Term Plan vs Nippon India Strategic Debt Fund compare

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tortoise-icon Nippon India Strategic Debt Fund - Growth Option

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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 Nippon India Strategic Debt Fund - Growth Option Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Fund Nippon India Strategic Debt Fund - Growth Option Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹118 Cr ₹1861 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Jun 2014 25 Mar 2009
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Medium Duration Fund CIII Index CRISIL Medium Duration Fund CIII Index
Turn Over 0.0% 78%
Expense Ratio 1.05 1.58
Manager Sushil Budhia Dhaval Joshi
ISIN Code INF204KA1PZ1 INF209K01603
Exits Load Exit load of 1% if redeemed within 12 months/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 Nippon India Strategic Debt Fund - Growth Option Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Month 0.79% 0.8%
6 Month 4.17% 4.46%
1 Year 7.47% 8.01%
3 Year 5.14% 12.77%
5 Year 0.7% 8.81%

SIP Return Analysis

Scheme Name Nippon India Strategic Debt Fund - Growth Option Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
6 Month - -
1 Year 3.32% 3.21%
3 Year 9.04% 17.2%
5 Year 14.49% 31.16%

Rolling Lumpsum Returns

Scheme Name Nippon India Strategic Debt Fund - Growth Option Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Year 2.97% 9.78%
3 Year 11.89% 27.67%
5 Year 15% 32.18%

Risk Management

Scheme Name Nippon India Strategic Debt Fund - Growth Option Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Standard Deviation 8.15% 9.4%
Sharp 0.47% 0.71%
Beta 0.18% 1.35%
Alpha 3.87% 6.74%

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Fund Managers

Scheme Name Nippon India Strategic Debt Fund - Growth Option Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Name Sushil Budhia Dhaval Joshi
Total AUM ₹29447 Cr ₹361932 Cr
Fund Manage 11 55
Nippon India Strategic Debt Fund - Growth Option Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Market Cap

Scheme Name

Nippon India Strategic Debt Fund - Growth Option

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

Others 100 100.01

Sector Allocation

Scheme Name

Nippon India Strategic Debt Fund - Growth Option

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

Others 11.08 3.36
Sovereign 31.14 47.56
Metals & Mining 4.24 2.69
Construction 12.75 10.11
Financial 21.51 29.59
Consumer Staples 8.45 0.54
Capital Goods 4.22 -
Communication 6.61 2.38
Services - 1.34
Chemicals - 1.07
Energy - 1.37

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