SUNDARAM MEDIUM DURATION FUND Regular Plan vs Aditya Birla Sun Life Medium Term Plan compare

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

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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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year 9.14% 6.42%
3 Year 9.82% 6.46%
5 Year 8.69% 6.62%

Risk Management

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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Fund Managers

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

Market Cap

Scheme Name

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

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 100.01 99.99

Sector Allocation

Scheme Name

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

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 3.36 16.43
Sovereign 47.56 79
Metals & Mining 2.69 -
Financial 29.59 -
Construction 10.11 -
Consumer Staples 0.54 2.28
Services 1.34 -
Communication 2.38 2.28
Chemicals 1.07 -
Energy 1.37 -

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