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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) | ₹5717 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 | 0.57% | 0.2% |
| 6 Month | 4.93% | 3.81% |
| 1 Year | 9.27% | 7.02% |
| 3 Year | 7.83% | 5.84% |
| 5 Year | 6.93% | 3.97% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.43% | 1.59% |
| 1 Year | 9.84% | 7.13% |
| 3 Year | 8.56% | 6.52% |
| 5 Year | 7.51% | 5.21% |
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 | 1.02% | 1.48% |
| Sharp | 1.16% | -0.39% |
| Beta | 1.21% | 1.67% |
| Alpha | -0.02% | -2.26% |
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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 | 94.68 | 100 |
| Real Estate | 5.18 | - |
| Financial Services | 0.14 | - |
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