What is the risk comparison between SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth and Bandhan Medium Duration Fund - Regular Plan - Growth?

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth is equally volatile than Bandhan Medium Duration Fund - Regular Plan - Growth. Choose a fund based on your risk tolerance and goals.

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth vs Bandhan Medium Duration Fund - Regular Plan - Growth: Which has better AUM growth?

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth has Rs 35.96 crore in AUM and Bandhan Medium Duration Fund - Regular Plan - Growth has Rs 1393.38 crore. A larger, growing AUM shows that investors trust the fund and indicates stability.

Which fund has a lower expense ratio, SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth or Bandhan Medium Duration Fund - Regular Plan - Growth?

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth has an expense ratio of 2.19% and Bandhan Medium Duration Fund - Regular Plan - Growth has 1.31%. Bandhan Medium Duration Fund - Regular Plan - Growth has a lower ratio, which means it can give better net returns.

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth or Bandhan Medium Duration Fund - Regular Plan - Growth: Which beats its benchmark more consistently?

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth has outperformed the benchmark more consistently with an average of 7.79% over 5 years than Bandhan Medium Duration Fund - Regular Plan - Growth with 7.79%. SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth has performed better against its benchmark.

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SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Medium Durationmedium Risk

Bandhan Medium to Long Duration Fund Regular-Growth

Medium to Long Durationmedium Risk

Bandhan Medium to Long Duration Fund Regular-Growth

Medium to Long Durationmedium Risk

Our Verdict

Detailed analysis of historical returns and portfolio quality for smart mutual fund choices.

Returns (5Y)

4.09 %

Expense Ratio

2.19 %

The trade-off:

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Returns (5Y)

5.07 %

Expense Ratio

1.31 %

The trade-off:

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Returns (5Y)

4.27 %

Expense Ratio

1.98 %

The trade-off:

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Fund Performance Track

Comprehensive breakdown of returns, risk, and portfolio quality.

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METRICS

Bandhan Medium to Long Duration Fund Regular-Growth

Bandhan Medium Duration Fund - Regular Plan - Growth

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Basic Overview

Current NAV

₹ 65.25

₹ 46.72

₹ 70.25

Benchmark

NIFTY Medium to Long Duration Debt Index A-III

NIFTY Medium Duration Debt Index A-III

Nifty Medium Duration Debt Index A-III

Fund Size (AUM)

₹478 Cr

₹1393 Cr

₹36 Cr

Expense Ratio

1.98%

1.31%

2.19%

Launch Date

14 Jul 2000

08 Jul 2003

18 Dec 1997

SIP Returns

1 Year Return

1.98%

3.53%

3.21%

3 Year Return

4.90%

6.28%

5.33%

5 Year Return

4.87%

5.85%

4.90%

Since Inception

7.45%

8.02%

5.95%

Trailing Returns

1 Month Return

-0.14%

0.03%

-0.12%

3 Month Return

0.49%

1.31%

1.07%

1 Year Return

3.44%

5.85%

4.93%

3 Year Return

5.60%

6.57%

5.51%

5 Year Return

4.27%

5.07%

4.09%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

Beta

Sharpe Ratio

Standard Deviation

2.5

2.07

1.84

Investment & Taxes

Min SIP Amount

₹ 100

₹ 250

Min Lumpsum

₹ 1,000

₹ 5,000

Exit Load

Bandhan Bond Fund - Income Plan - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

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

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Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

Bandhan Medium to Long Duration Fund Regular-Growth3 /100

Outstanding protection during market downturns.

Bandhan Medium Duration Fund - Regular Plan - Growth3 /100

Strong ability to limit losses in volatile markets.

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth3 /100

More vulnerable during market declines.

Bandhan Medium to Long Duration Fund Regular-Growth3 /100

Outstanding protection during market downturns.

Bandhan Medium Duration Fund - Regular Plan - Growth3 /100

Strong ability to limit losses in volatile markets.

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

Bandhan Medium to Long Duration Fund Regular-Growth0.0%

Bandhan Medium Duration Fund - Regular Plan - Growth0.0%

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

Bandhan Medium to Long Duration Fund Regular-Growthslow

Bandhan Medium Duration Fund - Regular Plan - Growthslow

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growthslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

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Annual Performance History

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TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

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Premium Fund Performance Hidden

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Note: SIP value calculations are based on historical NAV data of funds.

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Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option

3Y Returns : 6.19% (p.a.)

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth had a 5-year average annual growth rate of 4.09%, while Bandhan Medium Duration Fund - Regular Plan - Growth's was 5.07%. Bandhan Medium Duration Fund - Regular Plan - Growth is better for long-term growth.