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 0.33% 0.29%
6 Month 4.03% 3.35%
1 Year 7.95% 6.46%
3 Year 4.78% 3.82%
5 Year 5.45% 3.95%

SIP Return Analysis

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month - -
1 Year 7.8% 6.37%
3 Year 6.4% 5.27%
5 Year 5.43% 4.3%

Rolling Lumpsum Returns

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year 7.1% 6.59%
3 Year 8.02% 6.53%
5 Year 8.13% 6.66%

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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