SUNDARAM MEDIUM DURATION FUND Regular Plan vs Nippon India Strategic Debt Fund compare
Nippon India Strategic Debt Fund - Growth Option
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
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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