• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Medium Duration fund (Growth)

Formerly Sundaram Med Term Bond Gr

Sundaram Mutual Fund

Sundaram Medium Duration fund (Growth)

DebtMedium Term

64.3439

NAV (Jun 20)

3.4%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in medium term mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Rolling Returns

Poor

The performance of the fund on a Rolling Returns metric has been Poor

Scripbox Recommended Debt Funds
Want the Debt funds that are right for your short term investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

64.3439

NAV (Jun 20)

Fund Returns

Last 1Y
4.9%
Last 3Y
3.3%
Last 5Y
4.1%
Last 10Y
5.9%
Since Inception
7.3%
6 Month CAGR
2.9%

Scheme Information

Investment Objective

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

Expense Ratio
2.16
Launched (27y ago)
Dec 18, 1997
AUM in Crores
43.795
ISIN
INF903J01FQ2
Lock-in
No Lock-in
Benchmark
Nifty Medium Duration Debt TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
1.8
Standard Deviation (5yr)
2.3
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-1.34
Sharpe Ratio (5yr)
-0.428
YTM
7.18
Fund Managers

Sandeep Agarwal

Fund Manager

Dwijendra Srivastava

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Medium Duration fund (Growth)70%8,08,035 75,4234.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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.

Asset allocation and Holdings

Last updated on 2024-06-20

Top Debt Holdings

7.18% govt stock 2033

34.6%
34.6%

5.74% govt stock 2026

33.3%
33.3%

5.15% govt stock 2025

11.1%
11.1%

treps

9.9%
9.9%

tamil nadu (government of) 7.44%

5.3%
5.3%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 5,001 cr

₹ 10,797 cr

₹ 46,422 cr

₹ 14,535 cr

₹ 4,554 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 76,120 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.3%

8.9%

20.1%

21.2%

5.3%

4.9%

22.7%

13.5%

20%

%

Sundaram Medium Duration fund (G) Review

Sundaram Medium Duration fund (G) is a Medium Term Debt fund and has delivered an annualised return of 7.3% over a period of 26 years. The fund was previously known as Sundaram Med Term Bond Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Sandeep Agarwal.

Nav of Sundaram Medium Duration fund (G) as of 6/20/2024 is ₹64.34 with the total AUM as of 6/21/2024 is ₹43.795. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Medium Duration fund (G) was launched on Dec 18, 1997. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Sundaram Medium Duration fund (G) 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 Duration fund (G) 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 Duration fund (G) is rated as a 2 fund in Debt and delivered 4.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Medium Duration fund (G).

Frequently Asked Questions

What is Sundaram Medium Duration fund (G)?

Sundaram Medium Duration fund (G) is a Medium Term Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Sundaram Medium Duration fund (G)?

You can invest in Sundaram Medium Duration fund (G) 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 Duration fund (G)?

The minimum sip amount for Sundaram Medium Duration fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Sundaram Medium Duration fund (G) good to invest in?

As per Scripbox experts, Sundaram Medium Duration fund (G) is a Neutral fund. You can investSundaram Medium Duration fund (G) 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 Duration fund (G)?

The expense ratio of the Sundaram Medium Duration fund (G) is 2.16% for regular plan.