SUNDARAM MEDIUM DURATION FUND Regular Plan vs Aditya Birla Sun Life Medium Term Plan compare
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹1861 Cr | ₹42 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹250 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 25 Mar 2009 | 18 Dec 1997 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Duration Fund CIII Index | Nifty Medium Duration Debt Index A-III |
| Turn Over | 78% | 78% |
| Expense Ratio | 1.58 | 2.16 |
| Manager | Dhaval Joshi | Dwijendra Srivastava |
| ISIN Code | INF209K01603 | INF903J01FQ2 |
| Exits Load | 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 | Exit load of 1%, if redeemed within 12 months./365 |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.8% | 0.63% |
| 6 Month | 4.46% | 3.13% |
| 1 Year | 8.01% | 6.07% |
| 3 Year | 12.77% | 3.6% |
| 5 Year | 8.81% | 4.01% |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.21% | 2.61% |
| 3 Year | 17.2% | 6.63% |
| 5 Year | 31.16% | 9.86% |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.78% | 3.45% |
| 3 Year | 27.67% | 7.79% |
| 5 Year | 32.18% | 10.22% |
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.4% | 1.84% |
| Sharp | 0.71% | -1.17% |
| Beta | 1.35% | 0.94% |
| Alpha | 6.74% | -2.11% |
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| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Name | Dhaval Joshi | Dwijendra Srivastava |
| Total AUM | ₹361932 Cr | ₹14140 Cr |
| Fund Manage | 55 | 14 |
| Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
| Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 100.01 | 99.99 |
| Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Sovereign | 47.56 | 79 |
| Metals & Mining | 2.69 | - |
| Financial | 29.59 | - |
| Construction | 10.11 | - |
| Others | 3.36 | 16.43 |
| Energy | 1.37 | - |
| Services | 1.34 | - |
| Communication | 2.38 | 2.28 |
| Chemicals | 1.07 | - |
| Consumer Staples | 0.54 | 2.28 |
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