SBI Magnum Medium Duration Fund - Regular Plan - Growth
DSP Bond Fund - Growth
Chart Comparison
Overview
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | DSP Bond Fund - Growth |
---|---|---|
Fund | SBI Magnum Medium Duration Fund - Regular Plan - Growth | DSP Bond Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderate |
Asset Size (Cr) | ₹6516 Cr | ₹318 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 12 Nov 2003 | 29 Apr 1997 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Medium Duration Debt Index C-III | CRISIL Medium Duration Fund BIII Index |
Turn Over | 252% | 78% |
Expense Ratio | 1.22 | 0.75 |
Manager | Pradeep Kesavan | Vivekanand Ramakrishnan |
ISIN Code | INF200K01719 | INF740K01557 |
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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | DSP Bond Fund - Growth |
---|---|---|
1 Month | 0.5% | 0.27% |
6 Month | 4.04% | 4.53% |
1 Year | 7.67% | 8.37% |
3 Year | 7.41% | 7.39% |
5 Year | 6.36% | 5.94% |
SIP Return Analysis
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | DSP Bond Fund - Growth |
---|---|---|
6 Month | 1.06% | 1.13% |
1 Year | 6.97% | 7.69% |
3 Year | 7.68% | 7.95% |
5 Year | 6.89% | 6.89% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | DSP Bond Fund - Growth |
---|---|---|
1 Year | 7.88% | 7.09% |
3 Year | 8.27% | 6.81% |
5 Year | 7.85% | 6.58% |
Risk Management
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | DSP Bond Fund - Growth |
---|---|---|
Standard Deviation | 1.29% | 1.48% |
Sharp | 0.47% | 0.43% |
Beta | 1.48% | 1.76% |
Alpha | -0.48% | -0.66% |
Fund Managers
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | DSP Bond Fund - Growth |
---|---|---|
Name | Pradeep Kesavan | Vivekanand Ramakrishnan |
Total AUM | ₹434274 Cr | ₹3101 Cr |
Funds Managed | 43 | 3 |
SBI Magnum Medium Duration Fund - Regular Plan - Growth | DSP Bond Fund - Growth |
Market Cap
Scheme Name |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
DSP Bond Fund - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
DSP Bond Fund - Growth |
---|---|---|
Others | 99.84 | 100 |
Real Estate | 0.16 | - |
Top Comparisons
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns17.43%
Invesco India Financial Services Fund - Retail Growth
3Y Returns18.93%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns24%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns14.35%
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns16.78%
ICICI Prudential All Seasons Bond Fund - Growth
3Y Returns7.6%
HDFC Dynamic Debt Fund - Growth Option
3Y Returns6.57%