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Bandhan Medium Duration Fund - Regular Plan - Growth
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | Bandhan Medium Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Fund | Bandhan Medium Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderately High |
| Asset Size (Cr) | ₹1406 Cr | ₹2864 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 Jul 2003 | 25 Mar 2009 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Medium Duration Debt Index A-III | CRISIL Medium Duration Fund CIII Index |
| Turn Over | 78% | 78% |
| Expense Ratio | 1.31 | 1.56 |
| Manager | Sreejith Balasubramanian | Dhaval Joshi |
| ISIN Code | INF194K01JU0 | INF209K01603 |
| Exits Load | Data not available./365 | Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan Medium Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.01% | 0.11% |
| 6 Month | 1.64% | 3.14% |
| 1 Year | 6.59% | 10.88% |
| 3 Year | 6.78% | 9.33% |
| 5 Year | 4.83% | 11.82% |
SIP Return Analysis
| Scheme Name | Bandhan Medium Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 6 Month | 0.65% | 1.36% |
| 1 Year | 4.52% | 7.68% |
| 3 Year | 6.65% | 10.03% |
| 5 Year | 5.99% | 11.31% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Medium Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Year | 7.24% | 9.46% |
| 3 Year | 7.91% | 9.94% |
| 5 Year | 8.03% | 8.89% |
Risk Management
| Scheme Name | Bandhan Medium Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 1.58% | 1.71% |
| Sharp | 0.14% | 1.53% |
| Beta | 1.24% | 0.87% |
| Alpha | -1.19% | 1.65% |
Fund Managers
| Scheme Name | Bandhan Medium Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Name | Sreejith Balasubramanian | Dhaval Joshi |
| Total AUM | ₹66149 Cr | ₹361932 Cr |
| Funds Managed | 14 | 55 |
| Bandhan Medium Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
Market Cap
| Scheme Name |
Bandhan Medium Duration Fund - Regular Plan - Growth |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Bandhan Medium Duration Fund - Regular Plan - Growth |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 95.83 |
| Real Estate | - | 1.75 |
| Financial Services | - | 0.79 |
| Industrials | - | 1.11 |
| Utilities | - | 0.53 |
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