Compare Sundaram Medium Term Fund vs Invesco India Medium Term Fund
Sundaram Medium Term Fund
DebtMedium Term
Invesco India Medium Term Fund
DebtMedium Term
Risk
Moderate
Moderate
Rating
1.0
2.0
Min SIP Amount
₹250
₹1000
Expense Ratio
1.9
1.14
NAV
₹71.13
₹1293.28
Fund Started
16 Oct 1997
29 Jun 2021
Fund Size
₹32.40 Cr
₹131.21 Cr
Exit Load
-
-
1 Year
1.75%
2.82%
3 Year
4.94%
6.16%
5 Year
3.82%
4.99%
Equity
0.00%
0.00%
Cash
8.79%
9.39%
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 income by investing in a portfolio of Debt and Money Market Instruments suchthat the Macaulay duration of the portfolio is between 3 years and 4 years.
Launch Date
16 Oct 1997
29 Jun 2021
