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) ₹6689 Cr ₹1968 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 1.58
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 2.0% of sell value; if fund sold before 365 days. There are no other charges., 1.0% if fund sold before 730 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 0.59% 0.71%
6 Month 3.98% 5.86%
1 Year 8.2% 10.62%
3 Year 6.34% 13.91%
5 Year 6.89% 11.35%

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 7.62% 10.76%
3 Year 7.27% 10.56%
5 Year 6.54% 11.7%

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 7.72% 9.16%
3 Year 8.38% 9.83%
5 Year 7.95% 8.69%

Risk Management

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Standard Deviation 1.34% 9.4%
Sharp 0.03% 0.71%
Beta 0.67% 1.35%
Alpha 0.08% 6.74%

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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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