Formerly Sundaram Med Term Bond Yr DR
Medium term funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Medium Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.This exposes them to higher variation when interest rates change.
This is a small category (less than 2% of the total debt fund assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category because of the higher credit risk and higher interest rate risk.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
The performance of the fund on a Fund Size metric has been Poor
The performance of the fund on a Rolling Returns metric has been Neutral
NAV (Sep 22)
6 Month CAGR
To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments
Launched (20y ago)
Oct 31, 2003
AUM in Crores
Nifty Medium Duration Debt TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Sundaram Medium Term Bond fund (RIDCW-A)||8,06,077||73,465||4%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
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5.22% govt stock 202521.7%
5.15% govt stock 202510.8%
Sundaram Asset Management Company Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
Sundaram Medium Term Bond fund (RIDCW-A) is a Medium Term Debt fund and has delivered an annualised return of 4.3% over a period of 19 years. The fund was previously known as Sundaram Med Term Bond Yr DR. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Sandeep Agarwal.
Nav of Sundaram Medium Term Bond fund (RIDCW-A) as of 9/22/2023 is ₹12.54 with the total AUM as of 9/23/2023 is ₹44.614. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Medium Term Bond fund (RIDCW-A) was launched on Oct 31, 2003. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Sundaram Medium Term Bond fund (RIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Sundaram Medium Term Bond fund (RIDCW-A) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to Nifty Medium Duration Debt TR INR.
Sundaram Medium Term Bond fund (RIDCW-A) is rated as a 1 fund in Debt and delivered 5.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Medium Term Bond fund (RIDCW-A).
What is Sundaram Medium Term Bond fund (RIDCW-A)?
How to invest in Sundaram Medium Term Bond fund (RIDCW-A)?
You can invest in Sundaram Medium Term Bond fund (RIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Medium Term Bond fund (RIDCW-A)?
The minimum sip amount for Sundaram Medium Term Bond fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Medium Term Bond fund (RIDCW-A) good to invest in?
As per Scripbox experts, Sundaram Medium Term Bond fund (RIDCW-A) is a Not Recommended fund. You can investSundaram Medium Term Bond fund (RIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Medium Term Bond fund (RIDCW-A)?
The expense ratio of the Sundaram Medium Term Bond fund (RIDCW-A) is 2.17% for regular plan.