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

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SBI Magnum Medium Duration Fund - Regular Plan - Growth

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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

Scheme Name	SBI Magnum Medium Duration Fund - Regular Plan - Growth	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Month	0.34%	0.2%
6 Month	4.46%	3.81%
1 Year	8.59%	7.02%
3 Year	7.72%	5.84%
5 Year	6.39%	3.97%

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%

Scheme Name	SBI Magnum Medium Duration Fund - Regular Plan - Growth	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year	7.88%	6.61%
3 Year	8.27%	6.41%
5 Year	7.85%	6.59%

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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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