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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) | ₹2829 Cr | ₹42 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 | 1.02% | 0.61% |
| 6 Month | 4.12% | 2.05% |
| 1 Year | 11.12% | 6.03% |
| 3 Year | 9.67% | 6.13% |
| 5 Year | 11.85% | 3.98% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.86% | 0.78% |
| 1 Year | 10.75% | 5.46% |
| 3 Year | 10.69% | 6.03% |
| 5 Year | 11.99% | 5.08% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.4% | 6.58% |
| 3 Year | 10.06% | 6.38% |
| 5 Year | 8.84% | 6.57% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.72% | 1.44% |
| Sharp | 1.49% | -0.56% |
| Beta | 1.36% | 1.84% |
| Alpha | 1.28% | -2.54% |
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 | 95.9 | 100 |
| Real Estate | 1.65 | - |
| Financial Services | 0.78 | - |
| Industrials | 1.15 | - |
| Utilities | 0.52 | - |
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