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: 43.19 Cr As on 30-05-2025(Source:AMFI)
Turn over: - | Exit Load: NIL

13.7426

3.2%

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:  

RETURNS ANALYSIS

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 6.42
Average Maturity 4.92

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Annual Income Distribution cum Capital Withdrawal (IDCW) 03-11-2003 7.35 6.17 6.04 4.1 4.89
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan 25-03-2009 13.9 10.5 14.87 13.29 8.69
Kotak Medium Term Fund - Growth 21-03-2014 9.7 8.73 7.87 6.74 7.14
DSP Bond Fund - Growth 29-04-1997 9.66 8.23 7.86 5.94 6.41
Axis Strategic Bond Fund - Regular Plan - Growth Option 28-03-2012 9.51 8.43 8.16 7.1 7.74
ICICI Prudential Medium Term Bond Fund - Growth 15-09-2004 9.48 8.2 8.02 7.19 7.55
HSBC Medium Duration Fund - Regular Growth 02-02-2015 9.31 8.19 7.91 6.85 7.11
Nippon India Strategic Debt Fund - Growth Option 01-06-2014 8.98 7.76 7.51 7.91 3.39
SBI Magnum Medium Duration Fund - Regular Plan - Growth 12-11-2003 8.97 7.94 7.84 6.55 7.98
HDFC Medium Term Debt Fund - Growth Option 06-02-2002 8.94 7.87 7.69 6.7 7.29

Scheme Characteristics

Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 3 years - 4 years.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

99.03%

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