Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth
Fund House: Sundaram Mutual Fund
Category: Debt: Medium Duration
Status: Open Ended Schemes
Launch Date: 18-12-1997
Minimum Investment: 5000.0
Asset Class: Fixed Income
Minimum Topup: 500.0
Benchmark: Nifty Medium Duration Debt Index A-III
Total Assets: 43.19 As on (30-05-2025)
Expense Ratio: 2.13% As on (30-06-2025)
Turn over: 81.00% | Exit Load: NIL
NAV as on 25-07-2025
69.4355
-0.0477
CAGR Since Inception
7.27%
Nifty Medium Duration Debt Index A-III 7.57%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth | 7.18 | 5.94 | 3.98 | 5.69 | 7.27 |
| Benchmark | - | - | - | - | - |
| Debt: Medium Duration | 9.41 | 7.7 | 6.83 | 6.81 | 7.15 |
Funds Manager
FM1 - Mr. Dwijendra Srivastava, FM2- Mr. Sandeep Agarwal
RETURNS CALCULATORS for Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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PORTFOLIO ANALYSIS of Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Sundaram Medium Duration Reg Gr | 18-12-1997 | 7.18 | 6.3 | 5.94 | 3.98 | 5.69 |
| ABSL Medium Term Gr Reg | 25-03-2009 | 13.76 | 10.6 | 9.54 | 12.26 | 8.67 |
| Nippon India Medium Duration Fund Gr | 01-06-2014 | 11.19 | 9.05 | 8.35 | 8.74 | 3.58 |
| ICICI Pru Medium Term Bond Gr | 15-09-2004 | 9.5 | 8.32 | 7.93 | 6.96 | 7.53 |
| Kotak Medium Term Gr | 21-03-2014 | 9.47 | 8.76 | 7.77 | 6.64 | 7.11 |
| DSP Bond Gr | 29-04-1997 | 9.41 | 8.29 | 7.81 | 5.91 | 6.41 |
| Axis Strategic Bond Reg Gr | 28-03-2012 | 9.39 | 8.5 | 8.08 | 6.92 | 7.74 |
| HSBC Medium Duration Fund Reg Gr | 02-02-2015 | 9.18 | 8.25 | 7.86 | 6.64 | 7.04 |
| HDFC Medium Term Debt Gr | 06-02-2002 | 8.85 | 7.97 | 7.63 | 6.49 | 7.29 |
| SBI Magnum Medium Duration Reg Gr | 12-11-2003 | 8.74 | 7.97 | 7.8 | 6.39 | 7.93 |
Asset Allocation (%)
Key Performance and Risk Statistics of Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth | 1.84 | -1.17 | -2.11 | 0.94 | 6.55 | 4.9 |
| Debt: Medium Duration | - | - | - | - | - | - |