• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Medium Term Bond Institutional fund (Growth)

Formerly Sundaram Bond Saver Instl Gr

Sundaram Mutual Fund

Sundaram Medium Term Bond Institutional fund (Growth)

DebtMedium Term

66.8877

NAV (Nov 25)

2.8%
3 Year CAGR
Scripbox Opinion
Not Recommended
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

Satisfactory

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

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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

66.8877

NAV (Nov 25)

Fund Returns

Last 1Y

0.3%

Last 3Y

2.8%

Last 5Y

4.2%

Last 10Y

6.1%

Since Inception

6.3%

6 Month CAGR

2.1%

Scheme Information

Investment Objective

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

Expense Ratio

2.15

Launched (19y ago)

Aug 19, 2003

AUM in Crores

44.494

ISIN

INF903J01FY6

Lock-in

No Lock-in

Benchmark

Nifty Medium Duration Debt TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

2.6

Standard Deviation (5yr)

2.5

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

-0.536

Sharpe Ratio (5yr)

-0.421

YTM

7.26381

Fund Managers

Sandeep Agarwal

Fund Manager

Dwijendra Srivastava

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Debt Holdings

5.74% govt stock 2026

32.1%
32.1%

5.22% govt stock 2025

21.6%
21.6%

7.26% govt stock 2032

11.2%
11.2%

5.15% govt stock 2025

10.7%
10.7%

treps

10%
10%
See all holdings

Compare Sundaram Medium Term Bond Institutional fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 46,469 cr

₹ 14,221 cr

₹ 18,664 cr

₹ 13,008 cr

₹ 46,469 cr

About the AMC

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.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.5%

    8.4%

    13.7%

    11.6%

    12.2%

    14%

    12%

    7.3%

    11.8%

    13.7%

    Sundaram Medium Term Bond Institutional fund (G) Review

    Sundaram Medium Term Bond Institutional fund (G) is a Medium Term Debt fund and has delivered an annualised return of 6.3% over a period of 19 years. The fund was previously known as Sundaram Bond Saver Instl 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 Institutional fund (G) as of 11/25/2022 is ₹66.89 with the total AUM as of 11/26/2022 is ₹44.494. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Medium Term Bond 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 Term Bond 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 Term Bond 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 Term Bond Institutional fund (G) is rated as a 1 fund in Debt and delivered 0.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Medium Term Bond Institutional fund (G).

    Frequently Asked Questions

    What is Sundaram Medium Term Bond Institutional fund (G)?

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

    How to invest in Sundaram Medium Term Bond Institutional fund (G)?

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

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

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

    As per Scripbox experts, Sundaram Medium Term Bond Institutional fund (G) is a Not Recommended fund. You can investSundaram Medium Term Bond 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 Term Bond Institutional fund (G)?

    The expense ratio of the Sundaram Medium Term Bond Institutional fund (G) is 2.15% for regular plan.