Aditya Birla Sun Life Income Fund vs SBI Magnum Income Fund compare
SBI Magnum Income Fund-Regular Plan-Growth
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| Fund | SBI Magnum Income 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) | ₹2171 Cr | ₹2115 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 Magnum Income Fund-Regular Plan-Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.23% | 0.02% |
| 6 Month | 0.65% | -0.1% |
| 1 Year | 5.8% | 4.98% |
| 3 Year | 7.03% | 6.62% |
| 5 Year | 5.57% | 5.31% |
SIP Return Analysis
| Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 1.11% | 0.76% |
| 1 Year | 4.88% | 3.75% |
| 3 Year | 6.84% | 6.41% |
| 5 Year | 6.48% | 6.1% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Income 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 Magnum Income 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 Magnum Income 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 Magnum Income Fund-Regular Plan-Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
SBI Magnum Income Fund-Regular Plan-Growth |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 99.89 |
Sector Allocation
| Scheme Name |
SBI Magnum Income Fund-Regular Plan-Growth |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 99.89 |
Top Comparisons
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns23.45%
ICICI Prudential Quant Fund Growth
3Y Returns16.06%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns10.45%
HSBC Equity Savings Fund - Regular Growth
3Y Returns13.27%
Invesco India Financial Services Fund - Retail Growth
3Y Returns19.59%
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
3Y Returns15.12%
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
3Y Returns7.58%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns7.22%