BANDHAN Bond Fund vs Aditya Birla Sun Life Medium Term Plan compare

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tortoise-icon BANDHAN Bond Fund - Medium Term - 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 BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Fund BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹1530 Cr ₹1861 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Jul 2003 25 Mar 2009
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index A-III CRISIL Medium Duration Fund CIII Index
Turn Over 78% 78%
Expense Ratio 1.31 1.58
Manager Sreejith Balasubramanian Dhaval Joshi
ISIN Code INF194K01JU0 INF209K01603
Exits Load Nil/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

Trailing Lumpsum Returns

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Month 0.33% 0.35%
6 Month 4.03% 6.55%
1 Year 7.95% 10.4%
3 Year 4.78% 13.56%
5 Year 5.45% 9.7%

SIP Return Analysis

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
6 Month - -
1 Year 7.8% 12.09%
3 Year 6.4% 11.35%
5 Year 5.43% 11.94%

Rolling Lumpsum Returns

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Year 7.1% 9.16%
3 Year 8.02% 9.83%
5 Year 8.13% 8.69%

Risk Management

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Standard Deviation 2.07% 9.4%
Sharp -0.58% 0.71%
Beta 0.99% 1.35%
Alpha -1.15% 6.74%

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Fund Managers

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Name Sreejith Balasubramanian Dhaval Joshi
Total AUM ₹66149 Cr ₹361932 Cr
Fund Manage 14 55
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Market Cap

Scheme Name

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Others 100 100.01

Sector Allocation

Scheme Name

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Others 3.16 3.36
Sovereign 46.89 47.56
Financial 49.95 29.59
Metals & Mining - 2.69
Construction - 10.11
Consumer Staples - 0.54
Services - 1.34
Communication - 2.38
Chemicals - 1.07
Energy - 1.37

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