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Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹2734 Cr | ₹42 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹250 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 25 Mar 2009 | 18 Dec 1997 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Duration Fund CIII Index | Nifty Medium Duration Debt Index A-III |
| Turn Over | 78% | 78% |
| Expense Ratio | 1.56 | 2.19 |
| Manager | Dhaval Joshi | Dwijendra Srivastava |
| ISIN Code | INF209K01603 | INF903J01FQ2 |
| Exits Load | 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 | 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 | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.53% | 0.39% |
| 6 Month | 3.84% | 1.76% |
| 1 Year | 11.25% | 6.23% |
| 3 Year | 9.62% | 6.07% |
| 5 Year | 12.5% | 3.94% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.7% | 0.89% |
| 1 Year | 9.86% | 5.28% |
| 3 Year | 10.55% | 6.02% |
| 5 Year | 11.8% | 5.14% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.4% | 6.58% |
| 3 Year | 10.06% | 6.38% |
| 5 Year | 8.84% | 6.57% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.71% | 1.43% |
| Sharp | 1.57% | -0.47% |
| Beta | 0.86% | 1.12% |
| Alpha | 1.67% | -2.02% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Name | Dhaval Joshi | Dwijendra Srivastava |
| Total AUM | ₹361932 Cr | ₹14140 Cr |
| Funds Managed | 55 | 14 |
| Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 95.66 | 100 |
| Real Estate | 1.8 | - |
| Financial Services | 0.81 | - |
| Industrials | 1.18 | - |
| Utilities | 0.55 | - |
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