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Aditya Birla Sun Life Income Fund vs SBI Magnum Income Fund compare
SBI Medium to Long Duration Fund-Regular Plan-Growth
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | SBI Medium to Long Duration Fund-Regular Plan-Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| Fund | SBI Medium to Long Duration Fund-Regular Plan-Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹2169 Cr | ₹2165 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 25 Nov 1998 | 21 Oct 1995 |
| Category | Medium to Long Duration | Medium to Long Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium to Long Duration Fund BIII Index | CRISIL Medium to Long Duration Fund AIII Index |
| Turn Over | 78% | 78% |
| Expense Ratio | 1.46 | 1.16 |
| Manager | Pradeep Kesavan | Dhaval Joshi |
| ISIN Code | INF200K01594 | INF209K01579 |
| Exits Load | SBI Magnum Income Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Medium to Long Duration Fund-Regular Plan-Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.04% | 0.06% |
| 6 Month | 1.18% | 0.81% |
| 1 Year | 5.68% | 4.83% |
| 3 Year | 7% | 6.6% |
| 5 Year | 5.57% | 5.29% |
SIP Return Analysis
| Scheme Name | SBI Medium to Long Duration Fund-Regular Plan-Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 0.63% | 0.24% |
| 1 Year | 4.08% | 2.92% |
| 3 Year | 6.51% | 6.04% |
| 5 Year | 6.31% | 5.91% |
Rolling Lumpsum Returns
| Scheme Name | SBI Medium to Long Duration Fund-Regular Plan-Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 6.56% | 7.49% |
| 3 Year | 7.02% | 7.36% |
| 5 Year | 7.11% | 7.93% |
Risk Management
| Scheme Name | SBI Medium to Long Duration Fund-Regular Plan-Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 1.79% | 2.15% |
| Sharp | -0.08% | -0.17% |
| Beta | 0.95% | 1.13% |
| Alpha | -0.09% | -0.3% |
Fund Managers
| Scheme Name | SBI Medium to Long Duration Fund-Regular Plan-Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| Name | Pradeep Kesavan | Dhaval Joshi |
| Total AUM | ₹434274 Cr | ₹361932 Cr |
| Funds Managed | 43 | 55 |
| SBI Medium to Long Duration Fund-Regular Plan-Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
SBI Medium to Long Duration Fund-Regular Plan-Growth |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Medium to Long Duration Fund-Regular Plan-Growth |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
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