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Compare Bandhan Bond Fund Medium Term Plan vs Aditya Birla Sun Life Medium Term Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Moderate | NA |
Rating | 2.0 | 5.0 |
Min SIP Amount | ₹100 | ₹1000 |
Expense Ratio | 1.31 | 1.58 |
NAV | ₹43.68 | ₹37.09 |
Fund Started | 16 Jun 2003 | 23 Mar 2009 |
Fund Size | ₹1486.63 Cr | ₹1981.28 Cr |
Exit Load | - | For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years. |
Risk
Moderate
NA
Rating
2.0
5.0
Min SIP Amount
₹100
₹1000
Expense Ratio
1.31
1.58
NAV
₹43.68
₹37.09
Fund Started
16 Jun 2003
23 Mar 2009
Fund Size
₹1486.63 Cr
₹1981.28 Cr
Exit Load
-
For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years.
Returns
1 Year | 7.52% | 10.33% |
3 Year | 4.95% | 13.71% |
5 Year | 5.64% | 11.27% |
1 Year
7.52%
10.33%
3 Year
4.95%
13.71%
5 Year
5.64%
11.27%
Holding Analysis
Equity | 0.00% | 0.00% |
Cash | 2.14% | 12.50% |
Equity
0.00%
0.00%
Cash
2.14%
12.50%
Top Holdings
Top 10 Holdings | - | - |
Top 10 Holdings
-
-
Fund Manager
Name | Suyash Choudhary | Dhaval Joshi |
Start Date | 15 Oct 2010 | 21 Nov 2022 |
Name
Suyash Choudhary
Dhaval Joshi
Start Date
15 Oct 2010
21 Nov 2022
About Fund
Description | The scheme seeks to invest in a diversified set of debt and money market securities with the aim of generating optimal returns over medium term such that the Macaulay duration of the portfolio is between 3 years and 4 years. | The Scheme seeks to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity. |
Launch Date | 16 Jun 2003 | 23 Mar 2009 |
Description
The scheme seeks to invest in a diversified set of debt and money market securities with the aim of generating optimal returns over medium term such that the Macaulay duration of the portfolio is between 3 years and 4 years.
The Scheme seeks to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity.
Launch Date
16 Jun 2003
23 Mar 2009
