- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Nippon India Strategic Debt Fund vs Aditya Birla Sun Life Medium Term Plan compare
Nippon India Medium Duration Fund - Growth Option
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Fund | Nippon India Medium Duration Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹138 Cr | ₹2905 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 Jun 2014 | 25 Mar 2009 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Duration Fund CIII Index | CRISIL Medium Duration Fund CIII Index |
| Turn Over | 0.0% | 78% |
| Expense Ratio | 1.1 | 1.56 |
| Manager | Sushil Budhia | Dhaval Joshi |
| ISIN Code | INF204KA1PZ1 | INF209K01603 |
| Exits Load | Nippon India Strategic Debt Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./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 | Nippon India Medium Duration Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.19% | 1.82% |
| 6 Month | 2.18% | 4.28% |
| 1 Year | 9.03% | 12% |
| 3 Year | 8.29% | 9.94% |
| 5 Year | 8.84% | 12.08% |
SIP Return Analysis
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 6 Month | 0.99% | 2.84% |
| 1 Year | 6.96% | 9.72% |
| 3 Year | 8.31% | 10.8% |
| 5 Year | 7.85% | 11.68% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Year | 7.01% | 9.47% |
| 3 Year | 5.88% | 9.92% |
| 5 Year | -0.91% | 8.91% |
Risk Management
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 8.15% | 9.4% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Name | Sushil Budhia | Dhaval Joshi |
| Total AUM | ₹29447 Cr | ₹361932 Cr |
| Funds Managed | 11 | 55 |
| Nippon India Medium Duration Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
Market Cap
| Scheme Name |
Nippon India Medium Duration Fund - Growth Option |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Nippon India Medium Duration Fund - Growth Option |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 95.9 |
| Real Estate | - | 1.69 |
| Financial Services | - | 0.77 |
| Industrials | - | 1.12 |
| Utilities | - | 0.52 |
Top Comparisons
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
3Y Returns7.14%
Sundaram Banking and PSU Fund - Regular Plan - Growth
3Y Returns7.29%
Kotak Multicap Fund-Regular Plan-Growth
3Y Returns23.13%
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
3Y Returns21.13%
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.62%
Canara Robeco Short Duration Fund - Regular Plan - Growth Option
3Y Returns6.63%
DSP Focused Fund - Regular Plan - Growth
3Y Returns19.22%
Quant Focused Fund-Growth
3Y Returns13.94%
