Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Link copied to clipboard!

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

Invest Now

tortoise-icon SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Invest Now

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) ₹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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 -

Top Comparisons

BANDHAN Credit Risk Fund - Regular Plan Growth BANDHAN Credit Risk Fund - Regular Plan Growth

3Y Returns6.76%

VS

Invesco India Credit Risk Fund - Regular Plan - Growth Invesco India Credit Risk Fund - Regular Plan - Growth

3Y Returns9.34%

Compare Now

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

3Y Returns20.64%

VS

PGIM India Aggressive Hybrid Equity Fund - Growth Option PGIM India Aggressive Hybrid Equity Fund - Growth Option

3Y Returns16.26%

Compare Now

Nippon India Ultra Short Duration Fund- Growth Option Nippon India Ultra Short Duration Fund- Growth Option

3Y Returns6.85%

VS

Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.29%

Compare Now

HDFC Low Duration  Fund - Growth HDFC Low Duration Fund - Growth

3Y Returns7.27%

VS

UTI Low Duration Fund- Discontinued Growth Option UTI Low Duration Fund- Discontinued Growth Option

3Y Returns6.99%

Compare Now
Add to Cart Successfully