SBI Magnum Low Duration Fund vs Aditya Birla Sun Life Low Duration Fund compare
SBI Low Duration Fund - Regular Plan - Growth
Aditya Birla Sun Life Low Duration Fund - Growth Plan
Chart Comparison
Overview
| Scheme Name | SBI Low Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
|---|---|---|
| Fund | SBI Low Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Low to Moderate |
| Asset Size (Cr) | ₹16698 Cr | ₹15556 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 27 Jul 2007 | 14 May 1998 |
| Category | Low Duration | Low Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Low Duration Fund BI Index | CRISIL Low Duration Fund BI Index |
| Turn Over | 24% | 20% |
| Expense Ratio | 0.97 | 1.19 |
| Manager | Pradeep Kesavan | Dhaval Joshi |
| ISIN Code | INF200K01MO2 | INF209K01LQ0 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Low Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
|---|---|---|
| 1 Month | 0.31% | 0.28% |
| 6 Month | 2.72% | 2.82% |
| 1 Year | 7.03% | 6.97% |
| 3 Year | 7.01% | 6.92% |
| 5 Year | 5.62% | 5.69% |
SIP Return Analysis
| Scheme Name | SBI Low Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
|---|---|---|
| 6 Month | 1.3% | 1.36% |
| 1 Year | 6.38% | 6.47% |
| 3 Year | 7% | 6.94% |
| 5 Year | 6.5% | 6.47% |
Rolling Lumpsum Returns
| Scheme Name | SBI Low Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
|---|---|---|
| 1 Year | 7.61% | 7.16% |
| 3 Year | 7.48% | 7.17% |
| 5 Year | 8.02% | 6.95% |
Risk Management
| Scheme Name | SBI Low Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 0.62% | 0.59% |
| Sharp | -0.34% | -0.24% |
| Beta | 1.38% | 1.28% |
| Alpha | 2.56% | 2.42% |
Fund Managers
| Scheme Name | SBI Low Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
|---|---|---|
| Name | Pradeep Kesavan | Dhaval Joshi |
| Total AUM | ₹434274 Cr | ₹361932 Cr |
| Funds Managed | 43 | 55 |
| SBI Low Duration Fund - Regular Plan - Growth | Aditya Birla Sun Life Low Duration Fund - Growth Plan |
Market Cap
| Scheme Name |
SBI Low Duration Fund - Regular Plan - Growth |
Aditya Birla Sun Life Low Duration Fund - Growth Plan |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Low Duration Fund - Regular Plan - Growth |
Aditya Birla Sun Life Low Duration Fund - Growth Plan |
|---|---|---|
| Others | 100 | 100 |
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