SBI Magnum Medium Duration Fund - Regular Plan - Growth
Axis Strategic Bond Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹6516 Cr | ₹1888 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 12 Nov 2003 | 28 Mar 2012 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Medium Duration Debt Index C-III | NIFTY Medium Duration Debt Index C-III |
Turn Over | 252% | 20% |
Expense Ratio | 1.22 | 1.16 |
Manager | Pradeep Kesavan | Devang Shah |
ISIN Code | INF200K01719 | INF846K01BP2 |
Exits Load | SBI Magnum Medium Duration Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Axis Strategic Bond 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 | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.38% | 0.43% |
6 Month | 4.12% | 4.73% |
1 Year | 7.53% | 8.38% |
3 Year | 7.53% | 7.88% |
5 Year | 6.36% | 6.88% |
SIP Return Analysis
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.06% | 1.4% |
1 Year | 6.97% | 8.09% |
3 Year | 7.68% | 8.33% |
5 Year | 6.89% | 7.43% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.88% | 7.57% |
3 Year | 8.27% | 7.82% |
5 Year | 7.85% | 7.84% |
Risk Management
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 1.29% | 1.26% |
Sharp | 0.47% | 0.77% |
Beta | 1.48% | 1.45% |
Alpha | -0.48% | -0.11% |
Fund Managers
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Devang Shah |
Total AUM | ₹434274 Cr | ₹60014 Cr |
Funds Managed | 43 | 15 |
SBI Magnum Medium Duration Fund - Regular Plan - Growth | Axis Strategic Bond Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
Axis Strategic Bond Fund - Regular Plan - Growth Option |
---|---|---|
Others | 99.58 | 98.93 |
Real Estate | 0.42 | 1.07 |
Financial Services | - | 0 |
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