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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
VS
Key Metrics Comparison
| Metric | Sundaram Low Duration Fund - Regular Plan - Bonus (Merged) | Bank of India Credit Risk Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | Bank of India MF |
| Category | Debt - Ultra Short to Short Term Fund | Debt - Credit Risk Fund |
| NAV | ₹16.51 (31 Dec 2021) | ₹14.89 (16 Sep 2026) |
| Rating | ★★★ | ★★★★ |
| Benchmark | NIFTY Low Duration Debt Index | CRISIL Credit Risk Debt Index |
| Fund Manager | Dwijendra Srivastava | Alok Singh |
| Inception | 16 Jan 2013 | 27 Feb 2015 |
| Returns | ||
| 1Y | — | 17.89% |
| 3Y | — | 10.08% |
| 5Y | — | 27.76% |
| Since Inception | — | 3.50% |
| Risk | ||
| — | 3.38 | |
| — | -0.08 | |
| — | 0.56 | |
| — | 1.89 | |
| — | 2.94 | |
| — | 0.20% | |
| Costs | ||
| Expense Ratio | 1.02% | 0.62% |
| Exit Load | Nil | NIL for 10% of investments and 1% for remaining investments on or before 1Y, NIL after 1Y |
| Min SIP | ₹1,000 | ₹1,000 |
| Min Lumpsum | ₹1,000 | ₹5,000 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Sundaram MF87%
Bank of India…87%
12.9%Only 12.9% of holdings by weight are common between Sundaram MF and Bank of India MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingSundaram MFBank of India MF
TREPS12.91%26.89%
Category context: Debt vs Debt. Open the full Screener →