Compare Sundaram Medium Duration Fund vs Aditya Birla Sun Life Medium Term Fund
Risk
Moderate
NA
Rating
1.0
1.0
Min SIP Amount
₹250
₹1000
Expense Ratio
2.06
1.56
NAV
₹70.56
₹42.30
Fund Started
16 Oct 1997
23 Mar 2009
Fund Size
₹35.08 Cr
₹3069.79 Cr
Exit Load
-
For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years.
1 Year
5.02%
10.01%
3 Year
5.80%
9.97%
5 Year
4.27%
11.95%
Equity
0.00%
0.00%
Cash
6.00%
7.17%
Top 10 Holdings
-
-
Name
-
-
Start Date
-
-
Description
The scheme seeks to generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments.
The Scheme seeks to generate regular income and capital appreciation by predominantly investing in a portfolio of debt securities with medium term maturity.
Launch Date
16 Oct 1997
23 Mar 2009
