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SUNDARAM MEDIUM DURATION FUND Regular Plan vs BANDHAN Bond Fund compare

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tortoise-icon BANDHAN Bond Fund - Medium Term - Regular Plan - Growth

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tortoise-icon SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 ₹43 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 -0.07% -0.07%
6 Month 4.12% 3.58%
1 Year 7.75% 6.48%
3 Year 6.75% 5.69%
5 Year 5.07% 4%

SIP Return Analysis

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month 1.14% 0.98%
1 Year 7.08% 6.02%
3 Year 7.42% 6.2%
5 Year 6.16% 5.07%

Rolling Lumpsum Returns

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year 7.2% 6.61%
3 Year 7.93% 6.41%
5 Year 8.07% 6.59%

Risk Management

Scheme Name BANDHAN Bond Fund - Medium Term - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Standard Deviation 1.67% 1.45%
Sharp 0.12% -0.58%
Beta 1.91% 1.66%
Alpha -1.52% -2.32%

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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