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) | ₹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 |
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.79% | 0.78% |
| 6 Month | 4.21% | 5.96% |
| 1 Year | 8.14% | 10.48% |
| 3 Year | 6.12% | 13.65% |
| 5 Year | 7.06% | 11.33% |
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.97% | 11.18% |
| 3 Year | 7.3% | 10.91% |
| 5 Year | 6.58% | 11.8% |
| 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 | 95.21 |
| Mid Cap | - | 0.6 |
| Small Cap | - | 4.23 |
| 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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