SUNDARAM MEDIUM DURATION FUND Regular Plan vs BANDHAN Bond Fund compare
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
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) | ₹1469 Cr | ₹44 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 | 0.46% | 0.33% |
6 Month | 4.76% | 4.1% |
1 Year | 9.07% | 7.58% |
3 Year | 7.45% | 6.21% |
5 Year | 5.35% | 4.34% |
SIP Return Analysis
Scheme Name | BANDHAN Bond Fund - Medium Term - Regular Plan - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
6 Month | 2.6% | 2.26% |
1 Year | 9.43% | 8% |
3 Year | 7.94% | 6.65% |
5 Year | 6.33% | 5.2% |
Rolling Lumpsum Returns
Scheme Name | BANDHAN Bond Fund - Medium Term - Regular Plan - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
1 Year | 7.17% | 6.57% |
3 Year | 7.95% | 6.43% |
5 Year | 8.09% | 6.61% |
Risk Management
Scheme Name | BANDHAN Bond Fund - Medium Term - Regular Plan - Growth | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.093% | 1.81% |
Sharp | -0.58% | -1.215% |
Beta | 1.857% | 1.575% |
Alpha | -1.024% | -1.945% |
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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 |
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