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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.60 | 7.22 | 3.91 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.01 | 7.53 | 4.08 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
— |
Medium duration funds are debt funds. They invest in debt and money market securities for the macaulay duration between 3 to 4 years. They have lower maturity than medium to long duration funds and long duration funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Bandhan Bond Fund - Medium Term Plan(M-IDCW) | -0.41% | 0.15% | 0.26% |
SBI Magnum Medium Duration Fund(IDCW-Payout) | 8.62% | 6.73% | 6.17% |
ICICI Pru Medium Term Bond Fund(Q-IDCW Payout) | 0.44% | 0.82% | 0.72% |
HDFC Medium Term Debt Fund(FN-IDCW Reinv) | -0.54% | -0.03% | -0.41% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Debt
Others
Holdings
38.76 %
Holdings
9.93 %
Holdings
7.05 %
Suyash Choudhary
AUM: ₹45,846.87 Cr.
|
Exp: 11yrs
BA (Hons) Economics from Delhi University, PGDM from IIM Calcutta
Mr. Suyash Choudhary has an overall experience of over 11 years. He was previously designated as Head of Fund Management, Fixed Income at HSBC Asset Management (India) Pvt Ltd wherein he was responsible forinvestments of all fixed income funds. In his previous assignment at Standard Chartered Asset Management Co. Pvt. Ltd. he was designated as fund manager before which he started his career at Deutsche Bank in Mumbai.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%