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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)	₹6516 Cr	₹2829 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	0.48%	0.43%
6 Month	4.13%	5%
1 Year	7.67%	12.6%
3 Year	7.56%	9.3%
5 Year	6.39%	11.93%

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	1.06%	1.55%
1 Year	6.97%	10.09%
3 Year	7.68%	10.43%
5 Year	6.89%	11.8%

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	7.88%	9.37%
3 Year	8.27%	10.08%
5 Year	7.85%	8.81%

Risk Management

Scheme Name	SBI Magnum Medium Duration Fund - Regular Plan - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Standard Deviation	1.29%	1.76%
Sharp	0.47%	1.32%
Beta	1.48%	1.25%
Alpha	-0.48%	1.41%

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	99.58	95.94
Real Estate	0.42	1.61
Financial Services	-	0.76
Industrials	-	1.17
Utilities	-	0.52

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