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

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SBI Magnum Medium Duration Fund - Regular Plan - Growth

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

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

Overview

Scheme Name	SBI Magnum Medium Duration Fund - Regular Plan - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Fund	SBI Magnum 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)	₹6555 Cr	₹2848 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 Magnum Medium Duration Fund - Regular Plan - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Month	-0.24%	0.05%
6 Month	3.75%	4.74%
1 Year	7.67%	12.92%
3 Year	7.44%	9.31%
5 Year	6.42%	12.31%

Scheme Name	SBI Magnum Medium Duration Fund - Regular Plan - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
6 Month	0.92%	1.71%
1 Year	6.77%	11.11%
3 Year	7.65%	10.6%
5 Year	6.84%	11.99%

Scheme Name	SBI Magnum Medium Duration Fund - Regular Plan - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Year	7.88%	9.37%
3 Year	8.27%	10.08%
5 Year	7.85%	8.81%

Scheme Name	SBI Magnum Medium Duration Fund - Regular Plan - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Standard Deviation	1.20%	1.69%
Sharp	0.81%	1.53%
Beta	1.42%	1.17%
Alpha	-0.33%	1.55%

Scheme Name	SBI Magnum 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 Magnum Medium Duration Fund - Regular Plan - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan