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Aditya Birla Sun Life Medium Term Plan vs SUNDARAM MEDIUM DURATION FUND Regular Plan compare

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

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tortoise-icon 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) ₹2049 Cr ₹44 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 1.15% 0.82%
6 Month 8.05% 4.93%
1 Year 14.83% 8.11%
3 Year 14.85% 6.17%
5 Year 13.51% 4.4%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month 4.3% 2.92%
1 Year 16.1% 9.34%
3 Year 11.72% 7.04%
5 Year 12.77% 5.38%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year 9.22% 6.57%
3 Year 9.95% 6.49%
5 Year 8.72% 6.63%

Risk Management

Scheme Name Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Standard Deviation 9.216% 1.81%
Sharp 0.725% -1.215%
Beta 3.163% 1.575%
Alpha 6.914% -1.945%

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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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