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Aditya Birla Sun Life Medium Term Plan vs SBI Magnum Medium Duration Fund compare

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tortoise-icon SBI Magnum Medium Duration Fund - 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 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 Moderately High
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 1.9% 1.9%
6 Month 5.09% 7.09%
1 Year 9.69% 14.51%
3 Year 7.42% 14.27%
5 Year 6.87% 12.39%

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 3.04% 4.33%
1 Year 10.19% 15.8%
3 Year 8.42% 11.66%
5 Year 7.13% 12.68%

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 1.341% 9.216%
Sharp -0.046% 0.725%
Beta 1.163% 3.163%
Alpha 0.018% 6.914%

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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
Funds Managed 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 100 100

Sector Allocation

Scheme Name

SBI Magnum Medium Duration Fund - Regular Plan - Growth

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

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

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