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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) | ₹5734 Cr | ₹42 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 | 0.57% | 0.35% |
| 6 Month | 3.86% | 1.78% |
| 1 Year | 9.08% | 6.23% |
| 3 Year | 8.07% | 6.07% |
| 5 Year | 6.75% | 3.97% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.87% | 0.79% |
| 1 Year | 8.63% | 5.1% |
| 3 Year | 8.41% | 5.96% |
| 5 Year | 7.54% | 5.1% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.54% | 6.58% |
| 3 Year | 7.38% | 6.38% |
| 5 Year | 7.49% | 6.57% |
Risk Management
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.03% | 1.43% |
| Sharp | 1.21% | -0.47% |
| Beta | 0.84% | 1.12% |
| Alpha | 0.23% | -2.02% |
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 | 93.39 | 100 |
| Real Estate | 5.49 | - |
| Industrials | 0.99 | - |
| Financial Services | 0.13 | - |
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