Nippon India Strategic Debt Fund vs SUNDARAM MEDIUM DURATION FUND Regular Plan 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 | 0.16% | 0.33% |
6 Month | 4.5% | 4.1% |
1 Year | 9.04% | 7.58% |
3 Year | 7.49% | 6.21% |
5 Year | 8.01% | 4.34% |
SIP Return Analysis
Scheme Name | Nippon India Strategic Debt Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
6 Month | 2.21% | 2.26% |
1 Year | 8.9% | 8% |
3 Year | 8.14% | 6.65% |
5 Year | 7.87% | 5.2% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Strategic Debt Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
1 Year | 6.8% | 6.57% |
3 Year | 5.19% | 6.43% |
5 Year | -0.99% | 6.61% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 100 | 100 |
Sector Allocation
Scheme Name |
Nippon India Strategic Debt Fund - Growth Option |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
ICICI Prudential Quant Fund Growth
3Y Returns20.09%
Quant Quantamental Fund Regular - Growth
3Y Returns27.51%
HDFC Credit Risk Debt Fund - Growth Option
3Y Returns7.62%
UTI Credit Risk Fund - Regular Plan - Growth Option
3Y Returns7.33%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns21.87%
HDFC Nifty 50 Index Fund - Growth Plan
3Y Returns16.95%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns11.83%
Nippon India Balanced Advantage Fund-Growth Plan-Growth Option
3Y Returns14.24%