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SBI Medium Duration Fund - Regular Plan - Growth
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Medium Duration Fund - Regular Plan - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Fund | SBI 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) | ₹6946 Cr | ₹36 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 Medium Duration Fund - Regular Plan - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.17% | 0.04% |
| 6 Month | 2.44% | 1.28% |
| 1 Year | 7.33% | 5.64% |
| 3 Year | 7.54% | 5.72% |
| 5 Year | 6% | 3.92% |
SIP Return Analysis
| Scheme Name | SBI Medium Duration Fund - Regular Plan - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.44% | 0.73% |
| 1 Year | 6.64% | 4.37% |
| 3 Year | 7.58% | 5.69% |
| 5 Year | 7% | 5.02% |
Rolling Lumpsum Returns
| Scheme Name | SBI Medium Duration Fund - Regular Plan - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.87% | 5.9% |
| 3 Year | 8.17% | 6.07% |
| 5 Year | 7.81% | 5.98% |
Risk Management
| Scheme Name | SBI Medium Duration Fund - Regular Plan - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.34% | 1.84% |
| Sharp | 0.03% | -1.17% |
| Beta | 0.67% | 0.94% |
| Alpha | 0.08% | -2.11% |
Fund Managers
| Scheme Name | SBI 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 Medium Duration Fund - Regular Plan - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Medium Duration Fund - Regular Plan - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
SBI Medium Duration Fund - Regular Plan - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 96 | 100 |
| Real Estate | 2.14 | - |
| Industrials | 1.86 | - |
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