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

Formerly Sundaram Med Term Bond Instl Gr

Sundaram Mutual Fund

Sundaram Medium Duration Institutional fund (Growth)

DebtMedium Term

72.3889

NAV (May 22)

3.2%
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

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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

72.3889

NAV (May 22)

Fund Returns

Last 1Y
4.5%
Last 3Y
3.2%
Last 5Y
4.3%
Last 10Y
6%
Since Inception
6.2%
6 Month CAGR
3.3%

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 (21y ago)
Aug 19, 2003
AUM in Crores
43.694
ISIN
INF903J01FY6
Lock-in
No Lock-in
Benchmark
Nifty Medium Duration Debt TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
1.8
Standard Deviation (5yr)
2.4
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-1.407
Sharpe Ratio (5yr)
-0.375
YTM
7.3
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 Institutional fund (Growth)70%8,11,972 79,3604.3%
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 2024-05-22

Top Debt Holdings

7.18% govt stock 2033

34.5%
34.5%

5.74% govt stock 2026

33.3%
33.3%

5.15% govt stock 2025

11.1%
11.1%

treps

10%
10%

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)

₹ 4,984 cr

₹ 10,779 cr

₹ 49,300 cr

₹ 14,459 cr

₹ 14,796 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 75,396 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

12.4%

8.8%

20.3%

20.4%

5.2%

4.8%

20.5%

13.1%

20.2%

%

Sundaram Medium Duration Institutional fund (G) Review

Sundaram Medium Duration Institutional fund (G) is a Medium Term Debt fund and has delivered an annualised return of 6.2% over a period of 20 years. The fund was previously known as Sundaram Med Term Bond Instl Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Sandeep Agarwal.

Nav of Sundaram Medium Duration Institutional fund (G) as of 5/22/2024 is ₹72.39 with the total AUM as of 5/24/2024 is ₹43.694. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Medium Duration Institutional fund (G) was launched on Aug 19, 2003. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Sundaram Medium Duration Institutional fund (G) is ₹0 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 Institutional 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 Institutional fund (G) is rated as a 2 fund in Debt and delivered 4.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Medium Duration Institutional fund (G).

Frequently Asked Questions

What is Sundaram Medium Duration Institutional fund (G)?

Sundaram Medium Duration Institutional 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 Institutional fund (G)?

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

The minimum sip amount for Sundaram Medium Duration Institutional fund (G) is ₹0. You can invest in multiples of ₹5000.

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

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

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