ICICI Prudential Medium Term Bond Fund vs SUNDARAM MEDIUM DURATION FUND Regular Plan compare
ICICI Prudential Medium Term Bond Fund - Growth
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Fund | ICICI Prudential Medium Term Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderate |
Asset Size (Cr) | ₹5695 Cr | ₹44 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹250 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 15 Sep 2004 | 18 Dec 1997 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Medium Duration Fund BIII Index | Nifty Medium Duration Debt Index A-III |
Turn Over | 78% | 78% |
Expense Ratio | 1.35 | 2.19 |
Manager | Manish Banthia | Dwijendra Srivastava |
ISIN Code | INF109K01AH4 | INF903J01FQ2 |
Exits Load | ICICI Prudential Medium Term Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | ICICI Prudential Medium Term Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
1 Month | 1.75% | 1.91% |
6 Month | 4.78% | 4.04% |
1 Year | 9.56% | 8.03% |
3 Year | 7.49% | 5.47% |
5 Year | 7.28% | 4.66% |
SIP Return Analysis
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
6 Month | 2.92% | 2.82% |
1 Year | 10.09% | 8.77% |
3 Year | 8.36% | 6.73% |
5 Year | 7.32% | 5.14% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
1 Year | 7.48% | 6.57% |
3 Year | 7.36% | 6.49% |
5 Year | 7.54% | 6.63% |
Risk Management
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Standard Deviation | 1.173% | 1.81% |
Sharp | 0.15% | -1.215% |
Beta | 0.982% | 1.575% |
Alpha | 0.222% | -1.945% |
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Fund Managers
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Name | Manish Banthia | Dwijendra Srivastava |
Total AUM | ₹239319 Cr | ₹14140 Cr |
Funds Managed | 19 | 14 |
ICICI Prudential Medium Term Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
Market Cap
Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Others | 99.82 | 100 |
Financial Services | 0.18 | - |
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