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SBI Magnum Medium Duration Fund - Regular Plan - Growth

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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	SBI Magnum Medium Duration Fund - Regular Plan - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Fund	SBI Magnum Medium Duration Fund - Regular Plan - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹6738 Cr	₹2734 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	12 Nov 2003	25 Mar 2009
Category	Medium Duration	Medium Duration
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Medium Duration Debt Index C-III	CRISIL Medium Duration Fund CIII Index
Turn Over	252%	78%
Expense Ratio	1.22	1.56
Manager	Pradeep Kesavan	Dhaval Joshi
ISIN Code	INF200K01719	INF209K01603
Exits Load	SBI Magnum Medium Duration Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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	SBI Magnum Medium Duration Fund - Regular Plan - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Month	0.62%	0.65%
6 Month	2.66%	3.84%
1 Year	7.85%	11.17%
3 Year	7.81%	9.61%
5 Year	6.07%	12.51%

SIP Return Analysis

Scheme Name	SBI Magnum Medium Duration Fund - Regular Plan - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
6 Month	0.73%	1.12%
1 Year	5.59%	8.45%
3 Year	7.26%	10.06%
5 Year	6.73%	11.51%

Rolling Lumpsum Returns

Scheme Name	SBI Magnum Medium Duration Fund - Regular Plan - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Year	7.87%	9.4%
3 Year	8.22%	10.06%
5 Year	7.83%	8.84%

Risk Management

Scheme Name	SBI Magnum Medium Duration Fund - Regular Plan - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Standard Deviation	1.20%	1.71%
Sharp	0.87%	1.57%
Beta	1.00%	0.86%
Alpha	-0.18%	1.67%

Fund Managers

Scheme Name	SBI Magnum Medium Duration Fund - Regular Plan - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Name	Pradeep Kesavan	Dhaval Joshi
Total AUM	₹434274 Cr	₹361932 Cr
Funds Managed	43	55
	SBI Magnum Medium Duration Fund - Regular Plan - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Market Cap

Scheme Name	SBI Magnum Medium Duration Fund - Regular Plan - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Others	100	100

Sector Allocation

Scheme Name	SBI Magnum Medium Duration Fund - Regular Plan - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Others	99.1	95.61
Real Estate	0.5	1.84
Industrials	0.4	1.2
Financial Services	-	0.8
Utilities	-	0.54

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