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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) | ₹110 Cr | ₹2829 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 | 0.38% | 0.45% |
| 6 Month | 6.24% | 4.96% |
| 1 Year | 10.19% | 12.63% |
| 3 Year | 8.17% | 9.23% |
| 5 Year | 8.56% | 12.16% |
SIP Return Analysis
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 6 Month | 2.41% | 1.55% |
| 1 Year | 10.79% | 10.09% |
| 3 Year | 9.13% | 10.43% |
| 5 Year | 8.39% | 11.8% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Year | 6.84% | 9.37% |
| 3 Year | 5.43% | 10.08% |
| 5 Year | -0.97% | 8.81% |
Risk Management
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 1.96% | 1.76% |
| Sharp | 0.64% | 1.32% |
| Beta | 1.59% | 1.25% |
| Alpha | 0.11% | 1.41% |
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 | 95.97 |
| Real Estate | - | 1.61 |
| Financial Services | - | 0.75 |
| Industrials | - | 1.16 |
| Utilities | - | 0.5 |
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