Formerly Sundaram Bond Saver Gr
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.
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 Satisfactory
Want the Debt funds that are right for your short term investment needs?
NAV (Dec 2)
6 Month CAGR
To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments
Launched (25y ago)
Dec 18, 1997
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
|Instrument||Returns||Total Corpus||Gains||Annualised %|
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.
5.74% govt stock 202632.1%
5.22% govt stock 202521.6%
7.26% govt stock 203211.2%
5.15% govt stock 202510.7%
|Fund Name||Fund Size||Rolling Returns|
₹ 46,469 cr
₹ 14,221 cr
₹ 18,664 cr
₹ 13,008 cr
₹ 46,469 cr
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 57,917 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Sundaram Medium Term Bond fund (G) is a Medium Term Debt fund and has delivered an annualised return of 7.4% over a period of 24 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.
Nav of Sundaram Medium Term Bond fund (G) as of 12/2/2022 is ₹59.37 with the total AUM as of 12/3/2022 is ₹44.494. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Medium Term Bond fund (G) was launched on Dec 18, 1997. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Sundaram Medium Term Bond 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 Term Bond 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 Term Bond fund (G) is rated as a 1 fund in Debt and delivered 0.5% 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 (G).
What is Sundaram Medium Term Bond fund (G)?
How to invest in Sundaram Medium Term Bond fund (G)?
You can invest in Sundaram Medium Term Bond 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 Term Bond fund (G)?
The minimum sip amount for Sundaram Medium Term Bond fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Medium Term Bond fund (G) good to invest in?
As per Scripbox experts, Sundaram Medium Term Bond fund (G) is a Not Recommended fund. You can investSundaram Medium Term Bond 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 Term Bond fund (G)?
The expense ratio of the Sundaram Medium Term Bond fund (G) is 2.15% for regular plan.