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Aditya Birla Sun Life Medium Term Plan vs SBI Magnum Medium Duration Fund compare
SBI Magnum Medium Duration Fund - Regular Plan - Growth
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Fund | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High Risk | Moderately High Risk |
| Asset Size (Cr) | ₹6552 Cr | ₹2049 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 12 Nov 2003 | 25 Mar 2009 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index C-III | CRISIL Medium Duration Fund CIII Index |
| Turn Over | 252% | 78% |
| Expense Ratio | 1.22 | 1.56 |
| Manager | Pradeep Kesavan | Dhaval Joshi |
| ISIN Code | INF200K01719 | INF209K01603 |
| Exits Load | SBI Magnum Medium Duration Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./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 | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.6% | 2.78% |
| 6 Month | 3.69% | 7.76% |
| 1 Year | 7.81% | 12.54% |
| 3 Year | 6.38% | 13.36% |
| 5 Year | 6.63% | 11.68% |
SIP Return Analysis
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.69% | 14.7% |
| 3 Year | 7.4% | 11.69% |
| 5 Year | 6.59% | 12.45% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Year | 7.79% | 9.22% |
| 3 Year | 8.34% | 9.95% |
| 5 Year | 7.91% | 8.72% |
Risk Management
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 1.342% | 9.351% |
| Sharp | 0.009% | 0.78% |
| Beta | 1.143% | 3.363% |
| Alpha | 0.002% | 7.32% |
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Fund Managers
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Name | Pradeep Kesavan | Dhaval Joshi |
| Total AUM | ₹434274 Cr | ₹361932 Cr |
| Fund Manage | 43 | 55 |
| SBI Magnum Medium Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
Market Cap
| Scheme Name |
SBI Magnum Medium Duration Fund - 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 |
SBI Magnum Medium Duration Fund - 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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