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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: 2.18% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 44.54 Cr As on 31-12-2024(Source:AMFI)
Turn over: - | Exit Load: Nil
NAV as on 21-01-2025

66.7365

0.07 (0.1083%)

CAGR Since Inception

7.25%

Benchmark: 7.51%

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

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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 4.84

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 6.3 5.75 4.26 4.04 5.32
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan 25-03-2009 10.53 8.77 13.92 11.36 8.36
Kotak Medium Term Fund - Growth 21-03-2014 8.7 7.66 6.2 6.24 6.99
Axis Strategic Bond Fund - Regular Plan - Growth Option 28-03-2012 8.63 7.93 6.64 7.04 7.32
Nippon India Strategic Debt Fund - Growth Option 01-06-2014 8.33 7.76 5.96 1.28 3.28
HSBC Medium Duration Fund - Regular Growth 02-02-2015 8.22 7.61 6.06 6.33 -
ICICI Prudential Medium Term Bond Fund - Growth 15-09-2004 8.16 7.59 6.61 6.99 7.35
SBI Magnum Medium Duration Fund - Regular Plan - Growth 12-11-2003 8.13 7.65 6.35 6.89 7.84
HDFC Medium Term Debt Fund - Growth Option 06-02-2002 7.93 7.38 6.01 6.48 7.09
Invesco India Medium Duration Fund - Regular - Growth 17-07-2021 7.84 6.92 5.38 - -

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

99.99%

Scheme Documents

There are no scheme documents available

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