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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 Moderately High Moderate
Asset Size (Cr) ₹115 Cr ₹44 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹1000 ₹500
Launch Date 26 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 1.1 2.19
Manager Sushil Budhia Dwijendra Srivastava
ISIN Code INF204KA1PZ1 INF903J01FQ2
Exits Load Nippon India Strategic Debt Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Sundaram Medium Duration Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Nippon India Strategic Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Month 0.47% 0.33%
6 Month 3.72% 2.66%
1 Year 8.01% 5.85%
3 Year 6.09% 4.47%
5 Year 7.36% 4.13%

SIP Return Analysis

Scheme Name Nippon India Strategic Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month 1.6% 1.26%
1 Year 7.63% 5.84%
3 Year 7.38% 5.69%
5 Year 7.5% 4.51%

Rolling Lumpsum Returns

Scheme Name Nippon India Strategic Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year 6.72% 6.57%
3 Year 5.1% 6.49%
5 Year -1.01% 6.63%

Risk Management

Scheme Name Nippon India Strategic Debt Fund - Growth Option SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Standard Deviation 1.541% 1.81%
Sharp -0.387% -1.215%
Beta 1.146% 1.575%
Alpha -0.466% -1.945%

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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 99.99998 100.00002

Sector Allocation

Scheme Name

Nippon India Strategic Debt Fund - Growth Option

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 99.99998 100.00002

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