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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Get Free Experts GuidanceScheme 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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