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Aditya Birla Sun Life Medium Term Plan vs Nippon India Strategic Debt Fund compare

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tortoise-icon Nippon India Medium Duration Fund - Growth Option

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tortoise-icon Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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