SBI Magnum Income Fund vs Aditya Birla Sun Life Income Fund compare
SBI Magnum Income Fund-Regular Plan-Growth
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| Fund | SBI Magnum Income Fund-Regular Plan-Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹2162 Cr | ₹2021 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 25 Nov 1998 | 21 Oct 1995 |
| Category | Medium to Long Duration | Medium to Long Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium to Long Duration Fund BIII Index | CRISIL Medium to Long Duration Fund AIII Index |
| Turn Over | 78% | 78% |
| Expense Ratio | 1.46 | 1.16 |
| Manager | Pradeep Kesavan | Dhaval Joshi |
| ISIN Code | INF200K01594 | INF209K01579 |
| Exits Load | SBI Magnum Income Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.69% | 0.64% |
| 6 Month | 1.17% | 0.63% |
| 1 Year | 6.47% | 5.94% |
| 3 Year | 7.43% | 7.13% |
| 5 Year | 5.69% | 5.44% |
SIP Return Analysis
| Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 0.84% | 0.63% |
| 1 Year | 5.46% | 4.77% |
| 3 Year | 7.07% | 6.79% |
| 5 Year | 6.55% | 6.26% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 7.09% | 9.31% |
| 3 Year | 7.4% | 8.11% |
| 5 Year | 7.38% | 8.38% |
Risk Management
| Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 1.96% | 2.31% |
| Sharp | 0.30% | 0.12% |
| Beta | 1.03% | 1.21% |
| Alpha | -0.61% | -1.12% |
Fund Managers
| Scheme Name | SBI Magnum Income Fund-Regular Plan-Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| Name | Pradeep Kesavan | Dhaval Joshi |
| Total AUM | ₹434274 Cr | ₹361932 Cr |
| Funds Managed | 43 | 55 |
| SBI Magnum Income Fund-Regular Plan-Growth | Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
SBI Magnum Income Fund-Regular Plan-Growth |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Magnum Income Fund-Regular Plan-Growth |
Aditya Birla Sun Life Income Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
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