BANDHAN Bond Fund vs Aditya Birla Sun Life Medium Term Plan compare
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Chart Comparison
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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