- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
SUNDARAM MEDIUM DURATION FUND Regular Plan vs Nippon India Strategic Debt Fund compare
Nippon India Medium Duration Fund - Growth Option
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Medium Duration Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderate |
| Asset Size (Cr) | ₹101 Cr | ₹43 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 26 Jun 2014 | 18 Dec 1997 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Duration Fund CIII Index | Nifty Medium Duration Debt Index A-III |
| Turn Over | 0.0% | 78% |
| Expense Ratio | 1.1 | 2.19 |
| Manager | Sushil Budhia | Dwijendra Srivastava |
| ISIN Code | INF204KA1PZ1 | INF903J01FQ2 |
| Exits Load | Nippon India Strategic Debt 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 | Nippon India Medium Duration Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.74% | 0.36% |
| 6 Month | 6.94% | 4.28% |
| 1 Year | 11.39% | 7.5% |
| 3 Year | 8.31% | 6.06% |
| 5 Year | 8.33% | 3.97% |
SIP Return Analysis
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.28% | 1.87% |
| 1 Year | 13.54% | 7.63% |
| 3 Year | 9.72% | 6.63% |
| 5 Year | 8.77% | 5.25% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.8% | 6.57% |
| 3 Year | 5.19% | 6.43% |
| 5 Year | -0.99% | 6.61% |
Risk Management
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 1.40% | 1.48% |
| Sharp | 0.55% | -0.39% |
| Beta | 1.38% | 1.67% |
| Alpha | -0.63% | -2.26% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Name | Sushil Budhia | Dwijendra Srivastava |
| Total AUM | ₹29447 Cr | ₹14140 Cr |
| Funds Managed | 11 | 14 |
| Nippon India Medium Duration Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Medium Duration Fund - Growth Option |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Nippon India Medium Duration Fund - Growth Option |
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
SBI Long Duration Fund - Regular Plan - Growth
3Y Returns0%
SBI Long Duration Fund - Regular Plan - Growth
3Y Returns0%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns6.95%
HDFC Arbitrage Fund - Wholesale Growth Option
3Y Returns6.94%
Kotak Large Cap Fund - Growth
3Y Returns18.12%
Invesco India Largecap Fund - Growth
3Y Returns19.89%
