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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) | ₹134 Cr | ₹36 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 | 0.1% | - |
| 6 Month | 4.82% | 1.55% |
| 1 Year | 9.69% | 5.83% |
| 3 Year | 8.28% | 5.8% |
| 5 Year | 8.79% | 3.94% |
SIP Return Analysis
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.15% | 0.65% |
| 1 Year | 8.35% | 4% |
| 3 Year | 8.68% | 5.61% |
| 5 Year | 8.08% | 4.99% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.99% | 5.9% |
| 3 Year | 5.76% | 6.07% |
| 5 Year | -0.92% | 5.98% |
Risk Management
| Scheme Name | Nippon India Medium Duration Fund - Growth Option | SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.15% | 1.84% |
| Sharp | 0.47% | -1.17% |
| Beta | 0.18% | 0.94% |
| Alpha | 3.87% | -2.11% |
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 |
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