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    • Sundaram Medium Term Bond fund (Growth)

    Formerly Sundaram Bond Saver Gr

    Sundaram Mutual Fund

    Sundaram Medium Term Bond fund (Growth)

    DebtMedium Term

    59.0652

    NAV (Sep 23)

    6.3%
    3 Year CAGR
    Scripbox Opinion

    Neutral

    Click here for top ranked funds in medium term mutual funds.

    However, Scripbox does not recommend investing in medium term mutual funds.

    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.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    24 Years. The fund has an Extended history for analysis and the track record is excellent.

    Relative Size

    69 Cr. Negligible within the category

    Impact of Interest Rate Changes

    High Interest Rate Risk. The impact on fund value is high when interest rates change

    Credit Quality Of Fund's Portfolio

    Low Credit Risk. The fund has a high credit quality compared to other debt funds

    Invest in this fund
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    Short Term Money

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    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
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      No Lock-in
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      Expert Investing Only, Car, Down Payment

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    Historical NAV

    59.0652

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    3.6%
    Last 3Y
    6.3%
    Last 5Y
    5.7%
    Last 10Y
    7.2%
    Since Inception
    7.8%
    6 Month CAGR
    2.7%
    info-icon-blue

    Scheme Information

    Investment Objective

    To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Moderate Risk

    Expense Ratio
    2.15
    Launched (24y ago)
    Dec 18, 1997
    AUM in Crores
    68.841
    ISIN
    INF903J01FQ2
    Lock-in
    No Lock-in
    Benchmark
    CRISIL Medium Term Debt TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Dwijendra Srivastava

    Fund Manager

    user-avatar

    Sandeep Agarwal

    Fund Manager

    calculator

    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    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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    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • Inflation beating returns
      Inflation beating returns
    • Expert Investing Only, Car, Down Payment
      Expert Investing Only, Car, Down Payment
    • One click investing  tracking
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    comparison

    Comparison with Debt Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Kotak Savings Fund (G)

    recommended-badge

    ₹ 13,951 cr

    5

    recommended-badge

    ₹ 33,662 cr

    5

    recommended-badge

    ₹ 11,134 cr

    5

    recommended-badge

    ₹ 31,274 cr

    5

    recommended-badge

    ₹ 24,210 cr

    5

    amc-icon

    About the AMC

    Sundaram Asset Management Company Ltd

    Sundaram Asset Management Company Ltd manages assets worth 35,508 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.

    amc-img

  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    4.1%

    7.3%

    top-ranked-badge

    18.9%

    12.5%

    top-ranked-badge

    4.9%

    5.6%

    top-ranked-badge

    4.9%

    5.6%

    top-ranked-badge

    9.7%

    7.2%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

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    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Sundaram Medium Term Bond fund (G)

    About Sundaram Medium Term Bond fund (G)

    Sundaram Medium Term Bond fund (G) is a Medium Term Debt fund and has delivered an annualised return of 7.8% over a period of 23 years. The fund was previously known as Sundaram Bond Saver Gr . The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Sandeep Agarwal

    Sundaram Medium Term Bond fund (G) Investment Objective

    To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments . However, there is no assurance that the objective of the scheme will be realized.

    Sundaram Medium Term Bond fund (G) NAV,AUM,Risk

    The Sundaram Medium Term Bond fund (G) fund was launched on Dec 18, 1997. The NAV (Net Asset Value) of this Medium Term Debt fund as of 2021-09-23 is ₹59.07. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹68.841. The category risk of the Sundaram Medium Term Bond fund (G) fund is Moderate Risk. The fund charges 2.15 % as expense ratio.

    Sundaram Medium Term Bond fund (G) Holdings

    The fund’s highest allocation is towards Debt and has invested 86.3% in this asset class. The top three holdings of the fund are , 5.22% goi 2025 , treps , bank of baroda , 7.27% govt stock 2026 , indian railway finance corporation limited , power finance corporation limited , housing and urban development corporation limited , 5.63% govt stock 2026 , lic housing finance limited , 5.15% govt stock 2025 , chennai petroleum corporation ltd , 6.67% govt stock 2035 , cash and other net current assets^ , reverse repo

    Sundaram Medium Term Bond fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Sundaram Medium Term Bond fund (G) Investment volatility and Horizon

    This fund 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 CRISIL Medium Term Debt TR INR.

    Sundaram Medium Term Bond fund (G) Review

    Sundaram Medium Term Bond fund (G) has a score of 2 on a scale of 5. The fund has a score of 5 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Medium Term Bond fund (G) has a score of 1out of 5 The credit risk of the fund is 4 out of 5 as compared to other debt funds.

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