SUNDARAM MEDIUM DURATION FUND Regular Plan vs ICICI Prudential Medium Term Bond Fund compare
ICICI Prudential Medium Term Bond Fund - Growth
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
| 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) | ₹6111 Cr | ₹42 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 | 1.4 | 2.16 |
| Manager | Manish Banthia | Dwijendra Srivastava |
| ISIN Code | INF109K01AH4 | INF903J01FQ2 |
| Exits Load | Exit Load for units in excess of 10% of the investment, 1% will be charged for redemption within 365 days./365 | Exit load of 1%, if redeemed within 12 months./365 |
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.6% | 0.26% |
| 6 Month | 4.3% | 3.32% |
| 1 Year | 8.11% | 6.44% |
| 3 Year | 6.17% | 3.81% |
| 5 Year | 7.07% | 3.94% |
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.09% | - |
| 1 Year | 8.22% | 6.37% |
| 3 Year | 7.24% | 5.27% |
| 5 Year | 6.79% | 4.3% |
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.42% | 6.59% |
| 3 Year | 7.38% | 6.53% |
| 5 Year | 7.57% | 6.66% |
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.21% | 1.84% |
| Sharp | 0.25% | -1.17% |
| Beta | 0.64% | 0.94% |
| Alpha | 0.33% | -2.11% |
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| 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 |
| Fund Manage | 19 | 14 |
| ICICI Prudential Medium Term Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 99.96 | 99.99 |
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 2.09 | 16.43 |
| Financial | 28.35 | - |
| Sovereign | 36.08 | 79 |
| Energy | 6.05 | - |
| Construction | 16.35 | - |
| Consumer Staples | 5.62 | 2.28 |
| Communication | 0.79 | 2.28 |
| Diversified | 0.48 | - |
| Capital Goods | 3.19 | - |
| Consumer Discretionary | 0.96 | - |
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