SBI Magnum Medium Duration Fund vs SUNDARAM MEDIUM DURATION FUND Regular Plan compare

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tortoise-icon SBI Magnum Medium Duration Fund - Regular Plan - Growth

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tortoise-icon SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Fund SBI Magnum Medium Duration Fund - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹5990 Cr ₹42 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹250
Min Addl Investment ₹1000 ₹500
Launch Date 12 Nov 2003 18 Dec 1997
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III Nifty Medium Duration Debt Index A-III
Turn Over 252% 78%
Expense Ratio 1.21 2.16
Manager Pradeep Kesavan Dwijendra Srivastava
ISIN Code INF200K01719 INF903J01FQ2
Exits Load For units in excess of 8% of the investment, 1.50% will be charged for redemption within 12 months/365 Exit load of 1%, if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Month 0.79% 0.63%
6 Month 4% 3.13%
1 Year 7.59% 6.07%
3 Year 5.76% 3.6%
5 Year 7.05% 4.01%

SIP Return Analysis

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month - -
1 Year 3.3% 2.61%
3 Year 9.72% 6.63%
5 Year 16.65% 9.86%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year 7.72% 6.42%
3 Year 8.38% 6.46%
5 Year 7.96% 6.62%

Risk Management

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Standard Deviation 1.34% 1.84%
Sharp 0.03% -1.17%
Beta 0.67% 0.94%
Alpha 0.08% -2.11%

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Fund Managers

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Name Pradeep Kesavan Dwijendra Srivastava
Total AUM ₹434274 Cr ₹14140 Cr
Fund Manage 43 14
SBI Magnum Medium Duration Fund - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Market Cap

Scheme Name

SBI Magnum Medium Duration Fund - Regular Plan - Growth

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 100 99.99

Sector Allocation

Scheme Name

SBI Magnum Medium Duration Fund - Regular Plan - Growth

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 13.25 16.43
Sovereign 24.89 79
Financial 30.28 -
Capital Goods 6.79 -
Consumer Staples 0.16 2.28
Communication 3.68 2.28
Metals & Mining 3.83 -
Construction 11.39 -
Energy 5.73 -

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