SUNDARAM MEDIUM DURATION FUND Regular Plan vs Nippon India Strategic Debt Fund compare

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tortoise-icon Nippon India Strategic Debt Fund - Growth Option

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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 Nippon India Strategic Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Fund Nippon India Strategic Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹118 Cr ₹42 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹1000 ₹500
Launch Date 01 Jun 2014 18 Dec 1997
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Medium Duration Fund CIII Index Nifty Medium Duration Debt Index A-III
Turn Over 0.0% 78%
Expense Ratio 1.05 2.16
Manager Sushil Budhia Dwijendra Srivastava
ISIN Code INF204KA1PZ1 INF903J01FQ2
Exits Load Exit load of 1% if redeemed within 12 months/365 Exit load of 1%, if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name Nippon India Strategic Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Month 0.79% 0.63%
6 Month 4.17% 3.13%
1 Year 7.47% 6.07%
3 Year 5.14% 3.6%
5 Year 0.7% 4.01%

SIP Return Analysis

Scheme Name Nippon India Strategic Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month - -
1 Year 3.32% 2.61%
3 Year 9.04% 6.63%
5 Year 14.49% 9.86%

Rolling Lumpsum Returns

Scheme Name Nippon India Strategic Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year 2.97% 3.45%
3 Year 11.89% 7.79%
5 Year 15% 10.22%

Risk Management

Scheme Name Nippon India Strategic Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Standard Deviation 8.15% 1.84%
Sharp 0.47% -1.17%
Beta 0.18% 0.94%
Alpha 3.87% -2.11%

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Fund Managers

Scheme Name Nippon India Strategic Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Name Sushil Budhia Dwijendra Srivastava
Total AUM ₹29447 Cr ₹14140 Cr
Fund Manage 11 14
Nippon India Strategic Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Market Cap

Scheme Name

Nippon India Strategic Debt Fund - Growth Option

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 100 99.99

Sector Allocation

Scheme Name

Nippon India Strategic Debt Fund - Growth Option

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 11.08 16.43
Sovereign 31.14 79
Metals & Mining 4.24 -
Construction 12.75 -
Financial 21.51 -
Consumer Staples 8.45 2.28
Capital Goods 4.22 -
Communication 6.61 2.28

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