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

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SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Fund	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderate
Asset Size (Cr)	₹2744 Cr	₹43 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹1000	₹250
Min Addl Investment	₹1000	₹500
Launch Date	25 Mar 2009	18 Dec 1997
Category	Medium Duration	Medium Duration
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Medium Duration Fund CIII Index	Nifty Medium Duration Debt Index A-III
Turn Over	78%	78%
Expense Ratio	1.56	2.19
Manager	Dhaval Joshi	Dwijendra Srivastava
ISIN Code	INF209K01603	INF903J01FQ2
Exits Load	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	Sundaram Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Month	0.36%	-0.07%
6 Month	5.04%	3.58%
1 Year	13.17%	6.48%
3 Year	9.39%	5.69%
5 Year	12.25%	4%

SIP Return Analysis

Scheme Name	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month	2.03%	0.98%
1 Year	11.55%	6.02%
3 Year	10.7%	6.2%
5 Year	12.05%	5.07%

Rolling Lumpsum Returns

Scheme Name	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year	9.37%	6.61%
3 Year	10.08%	6.41%
5 Year	8.81%	6.59%

Risk Management

Scheme Name	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Standard Deviation	1.69%	1.45%
Sharp	1.53%	-0.58%
Beta	1.17%	1.66%
Alpha	1.55%	-2.32%

Fund Managers

Scheme Name	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Name	Dhaval Joshi	Dwijendra Srivastava
Total AUM	₹361932 Cr	₹14140 Cr
Funds Managed	55	14
	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Market Cap

Scheme Name	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Others	100	100

Sector Allocation

Scheme Name	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Others	95.86	100
Real Estate	1.67	-
Financial Services	0.8	-
Industrials	1.16	-
Utilities	0.51	-

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