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tortoise-icon SBI Magnum Medium Duration Fund - Regular Plan - Growth

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tortoise-icon Nippon India Medium Duration Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹6738 Cr ₹113 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 0.66% 0.65%
6 Month 2.58% 4.68%
1 Year 7.82% 10.06%
3 Year 7.89% 8.5%
5 Year 6.12% 8.99%

SIP Return Analysis

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth Nippon India Medium Duration Fund - Growth Option
6 Month 1.33% 2.17%
1 Year 7.07% 10.33%
3 Year 7.73% 9.1%
5 Year 6.99% 8.38%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth Nippon India Medium Duration Fund - Growth Option
1 Year 7.87% 6.9%
3 Year 8.22% 5.55%
5 Year 7.83% -0.94%

Risk Management

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth Nippon India Medium Duration Fund - Growth Option
Standard Deviation 1.21% 1.92%
Sharp 0.74% 0.77%
Beta 1.60% 1.78%
Alpha -0.64% -0.20%

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 99.1 100
Real Estate 0.5 -
Industrials 0.4 -

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