Aditya Birla Sun Life Medium Term Plan vs Nippon India Strategic Debt Fund compare
Nippon India Medium Duration Fund - Growth Option
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Chart Comparison
Overview
Scheme Name | Nippon India Medium Duration Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
Fund | Nippon India Medium Duration Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹103 Cr | ₹2732 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 26 Jun 2014 | 25 Mar 2009 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Medium Duration Fund CIII Index | CRISIL Medium Duration Fund CIII Index |
Turn Over | 0.0% | 78% |
Expense Ratio | 1.1 | 1.56 |
Manager | Sushil Budhia | Dhaval Joshi |
ISIN Code | INF204KA1PZ1 | INF209K01603 |
Exits Load | Nippon India Strategic Debt Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./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 | Nippon India Medium Duration Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
1 Month | 2.82% | 0.75% |
6 Month | 6.75% | 7.43% |
1 Year | 11.08% | 13.64% |
3 Year | 8.32% | 9.51% |
5 Year | 8.71% | 12.27% |
SIP Return Analysis
Scheme Name | Nippon India Medium Duration Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
6 Month | 4.08% | 2.53% |
1 Year | 13.25% | 13.24% |
3 Year | 9.68% | 11.02% |
5 Year | 8.79% | 12.34% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Medium Duration Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
1 Year | 6.8% | 9.31% |
3 Year | 5.19% | 10.07% |
5 Year | -0.99% | 8.79% |
Risk Management
Scheme Name | Nippon India Medium Duration Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
Standard Deviation | 1.40% | 9.13% |
Sharp | 0.55% | 0.85% |
Beta | 1.38% | 3.84% |
Alpha | -0.63% | 3.94% |
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Fund Managers
Scheme Name | Nippon India Medium Duration Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
Name | Sushil Budhia | Dhaval Joshi |
Total AUM | ₹29447 Cr | ₹361932 Cr |
Funds Managed | 11 | 55 |
Nippon India Medium Duration Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
Market Cap
Scheme Name |
Nippon India Medium Duration Fund - Growth Option |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Nippon India Medium Duration Fund - Growth Option |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
Others | 100 | 95.74 |
Real Estate | - | 1.65 |
Financial Services | - | 0.79 |
Industrials | - | 1.31 |
Utilities | - | 0.51 |
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