Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SUNDARAM MEDIUM DURATION FUND Regular Plan vs Invesco India Medium Duration Fund compare

Link copied to clipboard!

tortoise-icon Invesco India Medium Duration Fund - Regular - Growth

Invest Now

tortoise-icon 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 Invesco India Medium Duration Fund - Regular - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Fund Invesco India Medium Duration Fund - Regular - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderate Moderate
Asset Size (Cr) ₹228 Cr ₹44 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹1000 ₹250
Min Addl Investment ₹1000 ₹500
Launch Date 17 Jul 2021 18 Dec 1997
Category Medium Duration Medium Duration
Fund Type Open Ended Open Ended
Benchmark NIFTY Medium Duration Debt Index B-III Nifty Medium Duration Debt Index A-III
Turn Over 40% 78%
Expense Ratio 1.15 2.19
Manager Krishna Venkat Cheemalapati Dwijendra Srivastava
ISIN Code INF205KA1379 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 Invesco India Medium Duration Fund - Regular - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Month 1.09% 0.81%
6 Month 5.75% 4.88%
1 Year 9.84% 8.25%
3 Year 7.4% 6.2%
5 Year - 4.5%

SIP Return Analysis

Scheme Name Invesco India Medium Duration Fund - Regular - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
6 Month 3.39% 2.88%
1 Year 10.86% 9.15%
3 Year 8.36% 6.95%
5 Year - 5.32%

Rolling Lumpsum Returns

Scheme Name Invesco India Medium Duration Fund - Regular - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
1 Year 6.05% 6.57%
3 Year 5.01% 6.49%
5 Year - 6.63%

Risk Management

Scheme Name Invesco India Medium Duration Fund - Regular - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Standard Deviation 1.743% 1.81%
Sharp -0.548% -1.215%
Beta 1.535% 1.575%
Alpha -0.899% -1.945%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Invesco India Medium Duration Fund - Regular - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Name Krishna Venkat Cheemalapati Dwijendra Srivastava
Total AUM ₹24743 Cr ₹14140 Cr
Funds Managed 19 14
Invesco India Medium Duration Fund - Regular - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Market Cap

Scheme Name

Invesco India Medium Duration Fund - Regular - Growth

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

Invesco India Medium Duration Fund - Regular - Growth

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

Others 100 100

Top Comparisons

Franklin India Equity Hybrid Fund - Growth Plan Franklin India Equity Hybrid Fund - Growth Plan

3Y Returns17.6%

VS

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

3Y Returns15.63%

Compare Now

Kotak Corporate Bond Fund- Regular Plan-Growth Option Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns7.84%

VS

Nippon India Corporate Bond Fund - Growth Plan - Growth Option Nippon India Corporate Bond Fund - Growth Plan - Growth Option

3Y Returns8.25%

Compare Now

ICICI Prudential Medium Term Bond Fund - Growth ICICI Prudential Medium Term Bond Fund - Growth

3Y Returns8.03%

VS

HSBC Medium Duration Fund - Regular Growth HSBC Medium Duration Fund - Regular Growth

3Y Returns7.98%

Compare Now

Tata Dividend Yield Fund-Regular Plan-Growth Tata Dividend Yield Fund-Regular Plan-Growth

3Y Returns18.71%

VS

UTI-Dividend Yield Fund.-Growth UTI-Dividend Yield Fund.-Growth

3Y Returns21%

Compare Now
Add to Cart Successfully