SBI Magnum Income Fund vs LIC MF Bond Fund compare
SBI Medium to Long Duration Fund-Regular Plan-Growth
LIC MF Bond Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | SBI Medium to Long Duration Fund-Regular Plan-Growth | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|
| Fund | SBI Medium to Long Duration Fund-Regular Plan-Growth | LIC MF Bond Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Low to Moderate |
| Asset Size (Cr) | ₹2169 Cr | ₹201 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 25 Nov 1998 | 26 Mar 1999 |
| 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 BIII Index |
| Turn Over | 78% | 46% |
| Expense Ratio | 1.46 | 1.22 |
| Manager | Pradeep Kesavan | Marzban Irani |
| ISIN Code | INF200K01594 | INF767K01923 |
| 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 | LIC MF Medium to Long Duration Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Medium to Long Duration Fund-Regular Plan-Growth | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -0.1% | -0.12% |
| 6 Month | 1.35% | 0.79% |
| 1 Year | 6.02% | 6.1% |
| 3 Year | 7.08% | 7.22% |
| 5 Year | 5.58% | 5.15% |
SIP Return Analysis
| Scheme Name | SBI Medium to Long Duration Fund-Regular Plan-Growth | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.82% | 0.72% |
| 1 Year | 3.93% | 3.75% |
| 3 Year | 6.49% | 6.74% |
| 5 Year | 6.32% | 6.37% |
Rolling Lumpsum Returns
| Scheme Name | SBI Medium to Long Duration Fund-Regular Plan-Growth | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.55% | 6.95% |
| 3 Year | 7.02% | 7.14% |
| 5 Year | 7.11% | 7.26% |
Risk Management
| Scheme Name | SBI Medium to Long Duration Fund-Regular Plan-Growth | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 1.93% | 2.30% |
| Sharp | 0.24% | 0.28% |
| Beta | 1.00% | 1.22% |
| Alpha | -0.71% | -0.81% |
Fund Managers
| Scheme Name | SBI Medium to Long Duration Fund-Regular Plan-Growth | LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|
| Name | Pradeep Kesavan | Marzban Irani |
| Total AUM | ₹434274 Cr | ₹1914 Cr |
| Funds Managed | 43 | 6 |
| SBI Medium to Long Duration Fund-Regular Plan-Growth | LIC MF Bond Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
SBI Medium to Long Duration Fund-Regular Plan-Growth |
LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Medium to Long Duration Fund-Regular Plan-Growth |
LIC MF Bond Fund-Regular Plan-Growth |
|---|---|---|
| Others | 100 | 100 |
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