SUNDARAM MEDIUM DURATION FUND Regular Plan vs SBI Magnum Medium Duration Fund compare
SBI Magnum Medium Duration Fund - Regular Plan - Growth
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
| 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 |
| 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% |
| 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% |
| Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.1% | 3.45% |
| 3 Year | 13.58% | 7.79% |
| 5 Year | 17.16% | 10.22% |
| 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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| 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 |
| Scheme Name |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 100 | 99.99 |
| Scheme Name |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Sovereign | 24.89 | 79 |
| Construction | 11.39 | - |
| Capital Goods | 6.79 | - |
| Financial | 30.28 | - |
| Metals & Mining | 3.83 | - |
| Communication | 3.68 | 2.28 |
| Others | 13.25 | 16.43 |
| Energy | 5.73 | - |
| Consumer Staples | 0.16 | 2.28 |
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