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) | ₹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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