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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 Medium Term Fund - Growth | Bank of India Credit Risk Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | Bank of India MF |
| Category | Debt - Medium Term Fund | Debt - Credit Risk Fund |
| NAV | ₹71.48 (16 Sep 2026) | ₹14.89 (16 Sep 2026) |
| Rating | ★ | ★★★★ |
| Benchmark | NIFTY Medium Duration Debt Index | CRISIL Credit Risk Debt Index |
| Fund Manager | Sandeep Agarwal | Alok Singh |
| Inception | 18 Dec 1997 | 27 Feb 2015 |
| Returns | ||
| 1Y | 2.88% | 17.89% |
| 3Y | 5.05% | 10.08% |
| 5Y | 3.92% | 27.76% |
| Since Inception | 7.08% | 3.50% |
| Risk | ||
| 1.36 | 3.38 | |
| 0.52 | -0.08 | |
| -1.11 | 0.56 | |
| -1.58 | 1.89 | |
| -2.39 | 2.94 | |
| -1.06% | 0.20% | |
| Costs | ||
| Expense Ratio | 1.90% | 0.62% |
| Exit Load | 1% on or before 12M, Nil after 12M | 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 | ₹5,000 | ₹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 MF89%
Bank of India…89%
11.2%Only 11.2% of holdings by weight are common between Sundaram MF and Bank of India MF, based on each fund's top 17 disclosed holdings, not the full portfolio.
Common holdingSundaram MFBank of India MF
TREPS11.20%26.89%
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