SBI Magnum Medium Duration Fund vs Aditya Birla Sun Life Medium Term Plan compare

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SBI Medium Duration Fund - Regular Plan - Growth

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Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

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Chart Comparison

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

Overview

Scheme Name	SBI Medium Duration Fund - Regular Plan - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Fund	SBI Medium Duration Fund - Regular Plan - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹6946 Cr	₹2864 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	12 Nov 2003	25 Mar 2009
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%	78%
Expense Ratio	1.22	1.56
Manager	Pradeep Kesavan	Dhaval Joshi
ISIN Code	INF200K01719	INF209K01603
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	Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365

Scheme Name	SBI Medium Duration Fund - Regular Plan - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Month	0.25%	0.21%
6 Month	2.38%	3.09%
1 Year	7.31%	10.81%
3 Year	7.53%	9.33%
5 Year	5.99%	11.83%

Scheme Name	SBI Medium Duration Fund - Regular Plan - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
6 Month	1.44%	1.51%
1 Year	6.64%	8.17%
3 Year	7.58%	10.13%
5 Year	7%	11.36%

Scheme Name	SBI Medium Duration Fund - Regular Plan - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Year	7.87%	9.45%
3 Year	8.18%	9.97%
5 Year	7.81%	8.88%

Scheme Name	SBI Medium Duration Fund - Regular Plan - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Standard Deviation	1.34%	9.4%
Sharp	0.03%	0.71%
Beta	0.67%	1.35%
Alpha	0.08%	6.74%

Scheme Name	SBI Medium Duration Fund - Regular Plan - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Name	Pradeep Kesavan	Dhaval Joshi
Total AUM	₹434274 Cr	₹361932 Cr
Funds Managed	43	55
	SBI Medium Duration Fund - Regular Plan - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan