Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Link copied to clipboard!

tortoise-icon BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

Invest Now

tortoise-icon SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Fund BANDHAN Bond Fund - Medium Term - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹1434 Cr ₹42 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹250
Min Addl Investment ₹1000 ₹500
Launch Date 08 Jul 2003 18 Dec 1997
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index A-III Nifty Medium Duration Debt Index A-III
Turn Over 78% 78%
Expense Ratio 1.31 2.19
Manager Sreejith Balasubramanian Dwijendra Srivastava
ISIN Code INF194K01JU0 INF903J01FQ2
Exits Load Data not available./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 BANDHAN Bond Fund - Medium Term - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Month 0.41% 0.34%
6 Month 2.06% 1.72%
1 Year 7.13% 6.13%
3 Year 7.18% 6%
5 Year 4.95% 3.94%

SIP Return Analysis

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month 0.49% 0.47%
1 Year 5.01% 4.36%
3 Year 6.79% 5.71%
5 Year 5.95% 4.93%

Rolling Lumpsum Returns

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year 7.2% 6.58%
3 Year 7.92% 6.38%
5 Year 8.05% 6.57%

Risk Management

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Standard Deviation 1.61% 1.43%
Sharp 0.28% -0.47%
Beta 1.27% 1.12%
Alpha -1.10% -2.02%

Fund Managers

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Name Sreejith Balasubramanian Dwijendra Srivastava
Total AUM ₹66149 Cr ₹14140 Cr
Funds Managed 14 14
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Market Cap

Scheme Name

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 100 100

Top Comparisons

WhiteOak Capital Special Opportunities Fund-Reg (G) WhiteOak Capital Special Opportunities Fund-Reg (G)

3Y Returns0%

VS

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.03%

Compare Now

Franklin Build India Fund Growth Plan Franklin Build India Fund Growth Plan

3Y Returns27.04%

VS

Invesco India Infrastructure Fund - Growth Option Invesco India Infrastructure Fund - Growth Option

3Y Returns24.79%

Compare Now

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns17.72%

VS

Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option

3Y Returns22.46%

Compare Now

PGIM India Money Market Fund - Regular Plan - Growth Option PGIM India Money Market Fund - Regular Plan - Growth Option

3Y Returns7.21%

VS

Baroda BNP Paribas Money Market Fund-Regular Plan - Growth Baroda BNP Paribas Money Market Fund-Regular Plan - Growth

3Y Returns7.21%

Compare Now
Add to Cart Successfully