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BANDHAN Bond Fund vs Aditya Birla Sun Life Medium Term Plan compare

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tortoise-icon BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

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Chart Comparison

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

Overview

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Fund BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Moderate Moderately High
Asset Size (Cr) ₹1476 Cr ₹2732 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Jul 2003 25 Mar 2009
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index A-III CRISIL Medium Duration Fund CIII Index
Turn Over 78% 78%
Expense Ratio 1.31 1.56
Manager Sreejith Balasubramanian Dhaval Joshi
ISIN Code INF194K01JU0 INF209K01603
Exits Load Data not available./365 Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Month 0.26% 0.59%
6 Month 4.45% 7.42%
1 Year 8.36% 13.66%
3 Year 6.92% 9.49%
5 Year 5.03% 12.24%

SIP Return Analysis

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
6 Month 1.91% 2.53%
1 Year 8.55% 13.24%
3 Year 7.85% 11.02%
5 Year 6.35% 12.34%

Rolling Lumpsum Returns

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Year 7.2% 9.37%
3 Year 7.93% 10.08%
5 Year 8.07% 8.81%

Risk Management

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Standard Deviation 1.70% 9.13%
Sharp 0.29% 0.85%
Beta 1.93% 3.84%
Alpha -1.46% 3.94%

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Fund Managers

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Name Sreejith Balasubramanian Dhaval Joshi
Total AUM ₹66149 Cr ₹361932 Cr
Funds Managed 14 55
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Market Cap

Scheme Name

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Others 100 100

Sector Allocation

Scheme Name

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Others 100 95.74
Real Estate - 1.65
Financial Services - 0.79
Industrials - 1.31
Utilities - 0.51

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