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 SBI Magnum Medium Duration Fund - Regular Plan - Growth

Invest Now

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

Invest Now

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) ₹6946 Cr ₹1941 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 0.32% 0.19%
6 Month 2.65% 2.91%
1 Year 7.49% 8.17%
3 Year 7.6% 8.01%
5 Year 6.03% 6.64%

SIP Return Analysis

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
6 Month 1.44% 1.41%
1 Year 6.64% 7.21%
3 Year 7.58% 8.13%
5 Year 7% 7.46%

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% 7.66%
3 Year 8.18% 7.87%
5 Year 7.81% 7.72%

Risk Management

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth Axis Strategic Bond Fund - Regular Plan - Growth Option
Standard Deviation 1.18% 1.17%
Sharp 0.80% 1.15%
Beta 0.99% 0.98%
Alpha -0.20% 0.23%

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 96.01 99.39
Real Estate 2.14 0.61
Industrials 1.85 -

Top Comparisons

SBI Small Cap Fund Regular Growth SBI Small Cap Fund Regular Growth

3Y Returns12.69%

VS

LIC MF Small Cap Fund Regular - Growth LIC MF Small Cap Fund Regular - Growth

3Y Returns14.91%

Compare Now

Kotak Savings Fund -Growth Kotak Savings Fund -Growth

3Y Returns6.96%

VS

SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.13%

Compare Now

HSBC Liquid Fund - Regular Growth HSBC Liquid Fund - Regular Growth

3Y Returns6.96%

VS

UTI Liquid Fund - Regular Plan - Growth Option UTI Liquid Fund - Regular Plan - Growth Option

3Y Returns6.97%

Compare Now

ITI ELSS Tax Saver Fund Regular - Growth ITI ELSS Tax Saver Fund Regular - Growth

3Y Returns18.25%

VS

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

3Y Returns16.33%

Compare Now
Add to Cart Successfully