Link copied to clipboard!

ICICI Prudential Medium Term Bond Fund - Growth

Invest Now

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name	ICICI Prudential Medium Term Bond Fund - Growth	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Fund	ICICI Prudential Medium Term Bond Fund - Growth	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderate
Asset Size (Cr)	₹5767 Cr	₹36 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹1000	₹250
Min Addl Investment	₹1000	₹500
Launch Date	15 Sep 2004	18 Dec 1997
Category	Medium Duration	Medium Duration
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Medium Duration Fund BIII Index	Nifty Medium Duration Debt Index A-III
Turn Over	78%	78%
Expense Ratio	1.35	2.19
Manager	Manish Banthia	Dwijendra Srivastava
ISIN Code	INF109K01AH4	INF903J01FQ2
Exits Load	ICICI Prudential Medium Term Bond 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	ICICI Prudential Medium Term Bond Fund - Growth	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Month	0.35%	0.31%
6 Month	2.91%	1.07%
1 Year	8.39%	5.25%
3 Year	7.85%	5.6%
5 Year	6.7%	3.97%

SIP Return Analysis

Scheme Name	ICICI Prudential Medium Term Bond Fund - Growth	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month	1.42%	0.63%
1 Year	6.8%	3.29%
3 Year	7.95%	5.36%
5 Year	7.38%	4.91%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Medium Term Bond Fund - Growth	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year	7.57%	5.89%
3 Year	7.42%	6.06%
5 Year	7.46%	5.96%

Risk Management

Scheme Name	ICICI Prudential Medium Term Bond Fund - Growth	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Standard Deviation	1.21%	1.84%
Sharp	-	-
Beta	-	-
Alpha	-	-

Fund Managers

Scheme Name	ICICI Prudential Medium Term Bond Fund - Growth	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Name	Manish Banthia	Dwijendra Srivastava
Total AUM	₹239319 Cr	₹14140 Cr
Funds Managed	19	14
	ICICI Prudential Medium Term Bond Fund - Growth	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Market Cap

Scheme Name	ICICI Prudential Medium Term Bond Fund - Growth	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Others	100	100

Sector Allocation

Scheme Name	ICICI Prudential Medium Term Bond Fund - Growth	SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Others	91.04	100
Real Estate	5.59	-
Utilities	0.41	-
Industrials	2.96	-

Top Comparisons

Baroda BNP Paribas Retirement Fund - Reg (G)

3Y Returns0%

VS

AXIS Nifty Bank Index Fund - Regular (G)

3Y Returns0%

Compare Now

HDFC Focused Fund - GROWTH PLAN

3Y Returns19.7%

VS

360 ONE Focused Fund Regular-Growth

3Y Returns13.78%

Compare Now

ICICI Prudential Floating Interest Fund - Growth

3Y Returns7.77%

VS

UTI - Floater Fund - Regular Plan - Growth Option

3Y Returns6.85%

Compare Now

SBI Flexicap Fund - REGULAR PLAN -Growth Option

3Y Returns12.51%

VS

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

3Y Returns20.27%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully