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ICICI Prudential Medium Term Bond Fund - Growth
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
Overview
| 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) | ₹5704 Cr | ₹43 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 | 1.35 | 2.19 |
| Manager | Manish Banthia | Dwijendra Srivastava |
| ISIN Code | INF109K01AH4 | INF903J01FQ2 |
| Exits Load | ICICI Prudential Medium Term Bond 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 | ICICI Prudential Medium Term Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.72% | 0.28% |
| 6 Month | 4.89% | 3.38% |
| 1 Year | 8.72% | 5.98% |
| 3 Year | 7.76% | 5.82% |
| 5 Year | 6.97% | 4.07% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.56% | 0.62% |
| 1 Year | 8.3% | 5.44% |
| 3 Year | 8.17% | 6.01% |
| 5 Year | 7.32% | 5% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.53% | 6.61% |
| 3 Year | 7.38% | 6.41% |
| 5 Year | 7.5% | 6.59% |
Risk Management
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.06% | 1.54% |
| Sharp | 0.75% | -0.76% |
| Beta | 1.21% | 1.74% |
| Alpha | -0.11% | -2.40% |
Fund Managers
| 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 |
| Funds Managed | 19 | 14 |
| ICICI Prudential Medium Term Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
Market Cap
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 93.8 | 100 |
| Real Estate | 5.09 | - |
| Industrials | 0.97 | - |
| Financial Services | 0.14 | - |
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