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 (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 42.75 Cr As on 31-03-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

68.6945

7.3%

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
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 6.89
Average Maturity 5.06

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 8.11 6.33 5.47 4.5 5.55
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan 25-03-2009 14.51 10.38 14.27 12.4 8.66
Axis Strategic Bond Fund - Regular Plan - Growth Option 28-03-2012 10.1 8.56 7.69 7.11 7.59
DSP Bond Fund - Growth 29-04-1997 9.99 8.31 7.31 6.36 6.25
HSBC Medium Duration Fund - Regular Growth 02-02-2015 9.98 8.37 7.25 6.64 7.11
Nippon India Strategic Debt Fund - Growth Option 01-06-2014 9.9 8.01 6.93 7.77 3.4
ICICI Prudential Medium Term Bond Fund - Growth 15-09-2004 9.72 8.21 7.53 7.23 7.49
Kotak Medium Term Fund - Growth 21-03-2014 9.71 8.43 7.03 6.91 7.12
SBI Magnum Medium Duration Fund - Regular Plan - Growth 12-11-2003 9.69 8.22 7.43 6.88 8.02
HDFC Medium Term Debt Fund - Growth Option 06-02-2002 9.67 8.16 7.15 6.7 7.27

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

100.01%

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