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tortoise-icon SBI Magnum Medium Duration Fund - Regular Plan - Growth

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tortoise-icon Axis Strategic Bond Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹6738 Cr ₹1908 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 0.66% 0.7%
6 Month 2.58% 3.17%
1 Year 7.82% 8.55%
3 Year 7.89% 8.23%
5 Year 6.12% 6.76%

SIP Return Analysis

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
6 Month 1.33% 1.55%
1 Year 7.07% 8.06%
3 Year 7.73% 8.38%
5 Year 6.99% 7.52%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
1 Year 7.87% 7.6%
3 Year 8.22% 7.82%
5 Year 7.83% 7.78%

Risk Management

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
Standard Deviation 1.21% 1.18%
Sharp 0.74% 1.05%
Beta 1.60% 1.56%
Alpha -0.64% -0.26%

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 99.1 99.36
Real Estate 0.5 0.64
Industrials 0.4 -

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