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) | ₹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 | - |
Top Comparisons
SBI Consumption Opportunities Fund - Regular - Growth
3Y Returns14.57%
UTI India Consumer Fund - Regular Plan - Growth Option
3Y Returns14.56%
ICICI Prudential ESG Exclusionary Strategy Fund - Growth
3Y Returns20.09%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns19.58%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns7.01%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns7.01%
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns24.92%
HSBC Global Equity Climate Change Fund of Fund - Regular - Growth
3Y Returns13.84%