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SBI Magnum Medium Duration Fund vs SUNDARAM MEDIUM DURATION FUND Regular Plan compare

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tortoise-icon SBI Magnum Medium Duration Fund - Regular Plan - Growth

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tortoise-icon SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Fund SBI Magnum Medium Duration Fund - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderate
Asset Size (Cr) ₹6614 Cr ₹43 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹250
Min Addl Investment ₹1000 ₹500
Launch Date 12 Nov 2003 18 Dec 1997
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index C-III Nifty Medium Duration Debt Index A-III
Turn Over 252% 78%
Expense Ratio 1.22 2.19
Manager Pradeep Kesavan Dwijendra Srivastava
ISIN Code INF200K01719 INF903J01FQ2
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 Sundaram Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Month 0.52% 0.38%
6 Month 4.47% 3.83%
1 Year 8.6% 6.98%
3 Year 7.73% 5.85%
5 Year 6.41% 3.99%

SIP Return Analysis

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month 1.88% 1.59%
1 Year 8.54% 7.13%
3 Year 8.17% 6.52%
5 Year 7.11% 5.21%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year 7.83% 6.57%
3 Year 8.3% 6.43%
5 Year 7.87% 6.61%

Risk Management

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Standard Deviation 1.20% 1.48%
Sharp 0.91% -0.39%
Beta 1.39% 1.67%
Alpha -0.32% -2.26%

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Fund Managers

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Name Pradeep Kesavan Dwijendra Srivastava
Total AUM ₹434274 Cr ₹14140 Cr
Funds Managed 43 14
SBI Magnum Medium Duration Fund - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Market Cap

Scheme Name

SBI Magnum Medium Duration Fund - Regular Plan - Growth

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

SBI Magnum Medium Duration Fund - Regular Plan - Growth

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 100 100

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