SUNDARAM MEDIUM DURATION FUND Regular Plan vs SBI Magnum Medium Duration Fund compare
SBI Magnum Medium Duration Fund - Regular Plan - Growth
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
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 | 1.52% | 1.51% |
6 Month | 5.12% | 4.4% |
1 Year | 9.69% | 8.21% |
3 Year | 7.38% | 5.48% |
5 Year | 7.17% | 4.69% |
SIP Return Analysis
Scheme Name | SBI Magnum Medium Duration Fund - Regular Plan - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
6 Month | 3.1% | 2.73% |
1 Year | 10.34% | 8.63% |
3 Year | 8.5% | 6.72% |
5 Year | 7.18% | 5.14% |
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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