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tortoise-icon Bandhan Medium Duration Fund - 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 Medium Duration Fund - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Fund Bandhan Medium Duration Fund - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹1427 Cr ₹37 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 Medium Duration Fund - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Month 0.45% 0.42%
6 Month 1.54% 1.36%
1 Year 6.85% 5.8%
3 Year 6.92% 5.8%
5 Year 4.91% 3.94%

SIP Return Analysis

Scheme Name Bandhan Medium Duration Fund - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month 1.11% 1.1%
1 Year 5.63% 5.1%
3 Year 7% 5.96%
5 Year 6.13% 5.13%

Rolling Lumpsum Returns

Scheme Name Bandhan Medium Duration Fund - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year 7.25% 5.91%
3 Year 7.92% 6.07%
5 Year 8.04% 5.99%

Risk Management

Scheme Name Bandhan Medium Duration Fund - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Standard Deviation 1.61% 1.84%
Sharp 0.28% -1.17%
Beta 1.27% 0.94%
Alpha -1.10% -2.11%

Fund Managers

Scheme Name Bandhan Medium Duration Fund - 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 Medium Duration Fund - Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Market Cap

Scheme Name

Bandhan Medium Duration Fund - Regular Plan - Growth

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 100 100.03

Sector Allocation

Scheme Name

Bandhan Medium Duration Fund - Regular Plan - Growth

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 100 100.03

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