Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
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) | ₹2526 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 | 0.44% | 0.05% |
6 Month | 7.58% | 4.3% |
1 Year | 14.05% | 7.6% |
3 Year | 14.9% | 6.09% |
5 Year | 12.38% | 4.12% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
6 Month | 3.1% | 1.85% |
1 Year | 14.02% | 7.48% |
3 Year | 11.04% | 6.57% |
5 Year | 12.44% | 5.18% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
1 Year | 9.31% | 6.57% |
3 Year | 10.07% | 6.43% |
5 Year | 8.79% | 6.61% |
Risk Management
Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.14% | 1.45% |
Sharp | 0.85% | -0.31% |
Beta | 3.84% | 1.61% |
Alpha | 3.98% | -2.06% |
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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 | 95.74 | 100 |
Real Estate | 1.13 | - |
Financial Services | 1 | - |
Industrials | 1.52 | - |
Utilities | 0.6 | - |
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