- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Medium Duration Institutional fund (Growth)
Formerly Sundaram Med Term Bond Instl Gr
Sundaram Medium Duration Institutional fund (Growth)
₹ 71.7568
NAV (Apr 18)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 71.7568
NAV (Apr 18)
Fund Returns
Last 1Y | 4.7% |
Last 3Y | 3.2% |
Last 5Y | 4.3% |
Last 10Y | 6.1% |
Since Inception | 6.2% |
6 Month CAGR | 3.2% |
Scheme Information
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 | 44.194 |
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) | 2.3 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -1.165 |
Sharpe Ratio (5yr) | -0.366 |
YTM | 7.17359 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Medium Duration Institutional fund (Growth) | 8,11,972 | 79,360 | 4.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Debt Holdings
7.18% govt stock 2033
38.8%5.74% govt stock 2026
32.9%treps
11.4%5.15% govt stock 2025
11%godrej industries 8.36%
2.3%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 4,923 cr | ||
₹ 10,293 cr | ||
₹ 35,428 cr | ||
₹ 13,848 cr | ||
₹ 13,895 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.6% | 8.7% | ||
22.6% | 20.4% | ||
5.1% | 4.8% | ||
21.3% | 12.8% | ||
19.7% | % |
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 4/18/2024 is ₹71.76 with the total AUM as of 4/19/2024 is ₹44.194. 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 4.7% 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)?
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.