Compare
Up to six funds side by side, and how much of each is the same portfolio as the others. Overlap is Σ min(weight) over the stocks both hold, from the latest disclosures.
Overlap
share of the portfolio the two funds hold in common
| Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) | ICICI Prudential Medium Term | |
|---|---|---|
| Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) | itself | 1% |
| ICICI Prudential Medium Term | 1% | itself |
Most alike: Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) and ICICI Prudential Medium Term Fund share 1% of their portfolios. Two funds this different are doing different things; whether that is what you want is a separate question.
Side by side
record, cost, returns, drawdown, size
| Measure | Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) | ICICI Prudential Medium Term |
|---|---|---|
| Category | Medium Term | Medium Term |
| Share of three-year stretches it beat its category P4 | 0% of 109 | 73% of 109 |
| Regular plan costs more than Direct by, a year P5 | 0.87% | 0.76% |
| Portfolio turned over a year P1 | not measured | not measured |
| Run by P7 | : Dwijendra Srivastava · 2.4 yrs | Manish Banthia · 9.8 yrs |
| 1-year return | 3.6% | 7.5% |
| 3 years p.a. | 5.9% | 8.4% |
| 5 years p.a. | 4.9% | 7.4% |
| Deepest fall (max drawdown) | −1.0% | −0.6% |
| Assets (AUM) | ₹34 Cr | ₹5,477 Cr |
| Disclosed history | 5.0 yrs | 7.9 yrs |
| Holdings · top ten weight | 17 · 87% | 106 · 29% |
Funds in different categories are not comparable on returns — a category error is the first thing the postulates refuse to make. Compare each to its own category on its fund page.