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 | 0.81% | 0.63% |
| 6 Month | 3.97% | 3.13% |
| 1 Year | 7.62% | 6.07% |
| 3 Year | 6.01% | 3.6% |
| 5 Year | 7.22% | 4.01% |
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.32% | 2.61% |
| 3 Year | 9.84% | 6.63% |
| 5 Year | 17.32% | 9.86% |
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.26% | 3.45% |
| 3 Year | 14.24% | 7.79% |
| 5 Year | 17.79% | 10.22% |
| 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
|---|---|---|
| Sovereign | 36.08 | 79 |
| Energy | 6.05 | - |
| Construction | 16.35 | - |
| Financial | 28.35 | - |
| Consumer Staples | 5.62 | 2.28 |
| Others | 2.09 | 16.43 |
| Capital Goods | 3.19 | - |
| Communication | 0.79 | 2.28 |
| Diversified | 0.48 | - |
| Consumer Discretionary | 0.96 | - |
Top Comparisons
SBI Gold Fund Regular Plan - Growth
3Y Returns13.76%
Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth
3Y Returns0%
BANDHAN Bond Fund - Short Term - Regular Plan - Growth
3Y Returns5.33%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns5.12%
BANDHAN Focused Equity Fund - Regular Plan - Growth
3Y Returns18.79%
Nippon India Focused Equity Fund -Growth Plan -Growth Option
3Y Returns17.77%
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
3Y Returns13.25%
Quant BFSI Fund Regular - Growth
3Y Returns0%