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SUNDARAM MEDIUM DURATION FUND Regular Plan vs SBI Magnum Medium Duration Fund 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) ₹6552 Cr ₹44 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 0.98% 0.81%
6 Month 5.58% 4.88%
1 Year 9.91% 8.25%
3 Year 8.02% 6.2%
5 Year 6.94% 4.5%

SIP Return Analysis

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month 3.21% 2.88%
1 Year 10.75% 9.15%
3 Year 8.69% 6.95%
5 Year 7.32% 5.32%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year 7.79% 6.57%
3 Year 8.34% 6.49%
5 Year 7.91% 6.63%

Risk Management

Scheme Name SBI Magnum Medium Duration Fund - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Standard Deviation 1.341% 1.81%
Sharp -0.046% -1.215%
Beta 1.163% 1.575%
Alpha 0.018% -1.945%

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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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