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BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

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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)	₹1434 Cr	₹2734 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	0.35%	0.53%
6 Month	2.17%	3.84%
1 Year	7.31%	11.25%
3 Year	7.25%	9.62%
5 Year	4.96%	12.5%

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	1.01%	1.7%
1 Year	6.17%	9.86%
3 Year	7.19%	10.55%
5 Year	6.22%	11.8%

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%	9.4%
3 Year	7.92%	10.06%
5 Year	8.05%	8.84%

Risk Management

Scheme Name	BANDHAN Bond Fund - Medium Term - Regular Plan - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Standard Deviation	1.61%	1.71%
Sharp	0.28%	1.57%
Beta	1.27%	0.86%
Alpha	-1.10%	1.67%

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	95.66
Real Estate	-	1.8
Financial Services	-	0.81
Industrials	-	1.18
Utilities	-	0.55

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