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 (31-05-2025) |
| 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 |
69.1667
-0.04 (-0.0638%)
7.27%
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 | 6.42 |
| 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 - Growth | 18-12-1997 | 7.41 | 6.2 | 6.06 | 4.16 | 5.7 |
| 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
PORTFOLIO
Market Cap Distribution
Others
99.03%
