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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) ₹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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