Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Annual Income Distribution cum Capital Withdrawal (IDCW)
(Erstwhile Sundaram Bond Saver-Annual Dividend)
Fund House: Sundaram Mutual Fund| Category: Debt: Medium Duration |
| Launch Date: 03-11-2003 |
| Asset Class: Fixed Income |
| Benchmark: Nifty Medium Duration Debt Index A-III |
| TER: 2.13% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 42.08 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: - | Exit Load: NIL |
13.7623
-0.02 (-0.1678%)
3.22%
Benchmark: 7.57%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty 4-8 yr G-Sec Index
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 0 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
To generate an Income and Capital appreciation by investing in a portfolio comprising of fixed income securities with Macaulay Duration between 3 to 4 years
Current Asset Allocation (%)
Indicators
| Standard Deviation | 1.84 |
| Sharpe Ratio | -1.17 |
| Alpha | -2.11 |
| Beta | 0.94 |
| Yield to Maturity | 7.3 |
| Average Maturity | 4.92 |
PEER COMPARISON
Scheme Characteristics
Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 3 years - 4 years.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
98.84%
Others
1.15%
