Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth
(Erstwhile Sundaram Bond Saver-Growth)
Fund House: Sundaram Mutual Fund| Category: Debt: Medium Duration |
| Launch Date: 18-12-1997 |
| Asset Class: Fixed Income |
| Benchmark: Nifty Medium Duration Debt Index A-III |
| TER: 2.13% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 43.3 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: - | Exit Load: NIL |
69.3267
0.1 (0.1491%)
7.23%
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
5 Years 1 Months
17 Years 2 Months
20 Years 11 Months
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 | 6.48 |
| Average Maturity | 4.61 |
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 - Growth | 18-12-1997 | 6.12 | 6.13 | 5.63 | 3.93 | 5.53 |
| Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | 25-03-2009 | 12.75 | 10.42 | 9.25 | 12.08 | 8.57 |
| Nippon India Medium Duration Fund - Growth Option | 01-06-2014 | 10.22 | 8.85 | 8.11 | 8.56 | 3.48 |
| ICICI Prudential Medium Term Bond Fund - Growth | 15-09-2004 | 8.61 | 8.13 | 7.59 | 6.84 | 7.44 |
| Axis Strategic Bond Fund - Regular Plan - Growth Option | 28-03-2012 | 8.55 | 8.39 | 7.78 | 6.81 | 7.6 |
| Kotak Medium Term Fund - Growth | 21-03-2014 | 8.32 | 8.6 | 7.41 | 6.47 | 7.04 |
| DSP Bond Fund - Growth | 29-04-1997 | 8.27 | 7.97 | 7.39 | 5.81 | 6.24 |
| HSBC Medium Duration Fund - Regular Growth | 02-02-2015 | 8.27 | 8.01 | 7.57 | 6.46 | 6.91 |
| SBI Magnum Medium Duration Fund - Regular Plan - Growth | 12-11-2003 | 7.76 | 7.66 | 7.45 | 6.28 | 8.04 |
| HDFC Medium Term Debt Fund - Growth Option | 06-02-2002 | 7.7 | 7.7 | 7.25 | 6.32 | 7.19 |
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
97.84%
Others
2.16%
