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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Get Free Experts GuidanceScheme 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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