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) | ₹1973 Cr | ₹2011 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 | -0.03% | -0.14% |
6 Month | 3.17% | 2.62% |
1 Year | 6.21% | 5.65% |
3 Year | 7.09% | 6.82% |
5 Year | 5.89% | 5.68% |
SIP Return Analysis
Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|
6 Month | 0.25% | -0.09% |
1 Year | 5.04% | 4.19% |
3 Year | 7% | 6.68% |
5 Year | 6.43% | 6.13% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|
1 Year | 7.1% | 9.35% |
3 Year | 7.41% | 8.14% |
5 Year | 7.4% | 8.38% |
Risk Management
Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 1.99% | 2.36% |
Sharp | 0.12% | -0.05% |
Beta | 1.00% | 1.18% |
Alpha | -0.47% | -0.97% |
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 | 100 |
Sector Allocation
Scheme Name |
SBI Magnum Income Fund-Regular Plan-Growth |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
---|---|---|
Others | 100 | 100 |
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