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 | 0.79% | 0.8% |
| 6 Month | 4% | 4.46% |
| 1 Year | 7.59% | 8.01% |
| 3 Year | 5.76% | 12.77% |
| 5 Year | 7.05% | 8.81% |
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.3% | 3.21% |
| 3 Year | 9.72% | 17.2% |
| 5 Year | 16.65% | 31.16% |
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Year | 6.1% | 9.78% |
| 3 Year | 13.58% | 27.67% |
| 5 Year | 17.16% | 32.18% |
| 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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