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: 2.19% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 43.35 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
67.2239
0.02 (0.0333%)
7.24%
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
The scheme seeks reasonable income and regular income through investments primarily in fixed income securities
Current Asset Allocation (%)
Indicators
| Standard Deviation | 1.84 |
| Sharpe Ratio | -1.17 |
| Alpha | -2.11 |
| Beta | 0.94 |
| Yield to Maturity | 6.99 |
| Average Maturity | 4.97 |
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 | 5.91 | 6.14 | 4.47 | 4.28 | 5.36 |
| Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | 25-03-2009 | 12.33 | 9.9 | 13.54 | 11.84 | 8.54 |
| Axis Strategic Bond Fund - Regular Plan - Growth Option | 28-03-2012 | 8.07 | 8.2 | 6.89 | 6.88 | 7.37 |
| Nippon India Strategic Debt Fund - Growth Option | 01-06-2014 | 8.07 | 8.14 | 6.1 | 7.47 | 3.28 |
| Kotak Medium Term Fund - Growth | 21-03-2014 | 7.83 | 8.15 | 6.32 | 6.31 | 7.01 |
| ICICI Prudential Medium Term Bond Fund - Growth | 15-09-2004 | 7.81 | 7.81 | 6.8 | 6.89 | 7.36 |
| Union Medium Duration Fund - Regular Plan - Growth Option | 14-09-2020 | 7.74 | 7.27 | 5.5 | - | - |
| HSBC Medium Duration Fund - Regular Growth | 02-02-2015 | 7.72 | 7.9 | 6.3 | 6.24 | 6.94 |
| SBI Magnum Medium Duration Fund - Regular Plan - Growth | 12-11-2003 | 7.65 | 7.9 | 6.56 | 6.73 | 7.78 |
| DSP Bond Fund - Growth | 29-04-1997 | 7.6 | 7.85 | 6.29 | 6.15 | 6.01 |
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
100.01%
