SUNDARAM MEDIUM DURATION FUND Regular Plan vs BANDHAN Bond Fund compare

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tortoise-icon BANDHAN Bond Fund - Medium Term - 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 BANDHAN Bond Fund - Medium Term - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Fund BANDHAN Bond Fund - Medium Term - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹1530 Cr ₹42 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹1000 ₹500
Launch Date 08 Jul 2003 18 Dec 1997
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index A-III Nifty Medium Duration Debt Index A-III
Turn Over 78% 78%
Expense Ratio 1.31 2.16
Manager Sreejith Balasubramanian Dwijendra Srivastava
ISIN Code INF194K01JU0 INF903J01FQ2
Exits Load Nil/365 Exit load of 1%, if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Month 0.79% 0.63%
6 Month 3.79% 3.13%
1 Year 7.49% 6.07%
3 Year 4.58% 3.6%
5 Year 5.5% 4.01%

SIP Return Analysis

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month - -
1 Year 3.23% 2.61%
3 Year 8.15% 6.63%
5 Year 12.92% 9.86%

Rolling Lumpsum Returns

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year 4.69% 3.45%
3 Year 10.23% 7.79%
5 Year 13.23% 10.22%

Risk Management

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Standard Deviation 2.07% 1.84%
Sharp -0.58% -1.17%
Beta 0.99% 0.94%
Alpha -1.15% -2.11%

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Fund Managers

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Name Sreejith Balasubramanian Dwijendra Srivastava
Total AUM ₹66149 Cr ₹14140 Cr
Fund Manage 14 14
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Market Cap

Scheme Name

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 100 99.99

Sector Allocation

Scheme Name

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 3.16 16.43
Sovereign 46.89 79
Financial 49.95 -
Consumer Staples - 2.28
Communication - 2.28

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