- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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
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 | 1.66% | 1.59% |
| 6 Month | 4.2% | 8.02% |
| 1 Year | 8.82% | 13.63% |
| 3 Year | 6.87% | 13.83% |
| 5 Year | 6.89% | 12.14% |
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 | 2.55% | 4.63% |
| 1 Year | 8.63% | 15.12% |
| 3 Year | 7.89% | 11.53% |
| 5 Year | 6.82% | 12.58% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns10.98%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns10.09%
ICICI Prudential Global Advantage Fund (FOF) - Growth Option
3Y Returns7.35%
HDFC Income Plus Arbitrage Active FOF - Growth
3Y Returns12.8%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.88%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.88%
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
3Y Returns6.49%
Canara Robeco Income Fund - Regular Plan - Growth Option
3Y Returns5.81%
