SBI Magnum Medium Duration Fund - Regular Plan - Growth
Nippon India Medium Duration Fund - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Nippon India Medium Duration Fund - Growth Option |
---|---|---|
Fund | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Nippon India Medium Duration Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹6589 Cr | ₹106 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 12 Nov 2003 | 26 Jun 2014 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Medium Duration Debt Index C-III | CRISIL Medium Duration Fund CIII Index |
Turn Over | 252% | 0.0% |
Expense Ratio | 1.22 | 1.1 |
Manager | Pradeep Kesavan | Sushil Budhia |
ISIN Code | INF200K01719 | INF204KA1PZ1 |
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 | Nippon India Strategic Debt Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Nippon India Medium Duration Fund - Growth Option |
---|---|---|
1 Month | 0.07% | 0.21% |
6 Month | 4.2% | 6.51% |
1 Year | 8.11% | 10.63% |
3 Year | 7.59% | 8.21% |
5 Year | 6.41% | 8.65% |
SIP Return Analysis
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Nippon India Medium Duration Fund - Growth Option |
---|---|---|
6 Month | 1.33% | 3.17% |
1 Year | 7.46% | 11.85% |
3 Year | 7.85% | 9.36% |
5 Year | 6.96% | 8.58% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Nippon India Medium Duration Fund - Growth Option |
---|---|---|
1 Year | 7.88% | 6.84% |
3 Year | 8.27% | 5.43% |
5 Year | 7.85% | -0.97% |
Risk Management
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Nippon India Medium Duration Fund - Growth Option |
---|---|---|
Standard Deviation | 1.20% | 1.89% |
Sharp | 0.81% | 0.80% |
Beta | 1.42% | 1.47% |
Alpha | -0.33% | 0.18% |
Fund Managers
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | Nippon India Medium Duration Fund - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Sushil Budhia |
Total AUM | ₹434274 Cr | ₹29447 Cr |
Funds Managed | 43 | 11 |
SBI Magnum Medium Duration Fund - Regular Plan - Growth | Nippon India Medium Duration Fund - Growth Option |
Market Cap
Scheme Name |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
Nippon India Medium Duration Fund - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
SBI Magnum Medium Duration Fund - Regular Plan - Growth |
Nippon India Medium Duration Fund - Growth Option |
---|---|---|
Others | 100 | 100 |
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