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
| 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) | ₹5990 Cr | ₹1861 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 | 1.21 | 1.58 |
| Manager | Pradeep Kesavan | Dhaval Joshi |
| ISIN Code | INF200K01719 | INF209K01603 |
| Exits Load | For units in excess of 8% of the investment, 1.50% will be charged for redemption 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 |
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.5% | 0.32% |
| 6 Month | 4.23% | 6.52% |
| 1 Year | 8.04% | 10.37% |
| 3 Year | 5.97% | 13.52% |
| 5 Year | 6.93% | 9.68% |
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.21% | 12.09% |
| 3 Year | 7.22% | 11.35% |
| 5 Year | 6.58% | 11.94% |
| 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% |
| 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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| 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 |
| Scheme Name |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100.01 |
| Scheme Name |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 13.25 | 3.36 |
| Sovereign | 24.89 | 47.56 |
| Financial | 30.28 | 29.59 |
| Capital Goods | 6.79 | - |
| Consumer Staples | 0.16 | 0.54 |
| Communication | 3.68 | 2.38 |
| Metals & Mining | 3.83 | 2.69 |
| Construction | 11.39 | 10.11 |
| Energy | 5.73 | 1.37 |
| Services | - | 1.34 |
| Chemicals | - | 1.07 |
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