• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Medium Term Bond fund (RIDCW-Q)

Formerly Sundaram Med Term Bond Qt DR

Sundaram Mutual Fund

Sundaram Medium Term Bond fund (RIDCW-Q)

DebtMedium Term

12.0929

NAV (Sep 29)

1.7%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 45 Cr

Rolling Returns

View all 8 analysis

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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

12.0929

NAV (Sep 29)

Fund Returns

Last 1Y

-0.8%

Last 3Y

1.7%

Last 5Y

2.3%

Last 10Y

4.7%

Since Inception

6.3%

6 Month CAGR

-0.4%

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 (25y ago)

Dec 18, 1997

AUM in Crores

45.155

ISIN

INF903J01FU4

Lock-in

No Lock-in

Benchmark

Nifty Medium Duration Debt TR INR

SIP Minimum

1000

Lumpsum Min.

5000

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 2022-09-29

Top Debt Holdings

5.74% govt stock 2026

31.6%
31.6%

5.22% govt stock 2025

21.2%
21.2%

7.54% govt stock 2036

11.3%
11.3%

treps

10.5%
10.5%

5.15% govt stock 2025

10.5%
10.5%
See all holdings

Compare Sundaram Medium Term Bond fund (RIDCW-Q)

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

₹ 48,600 cr

₹ 15,110 cr

₹ 15,466 cr

₹ 15,116 cr

₹ 48,600 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 56,015 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

    11.7%

    8.3%

    11.4%

    10.7%

    10%

    13.2%

    11.2%

    7.2%

    9.8%

    12.9%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Sundaram Medium Term Bond fund (RIDCW-Q) Review

    Sundaram Medium Term Bond fund (RIDCW-Q) is a Medium Term Debt fund and has delivered an annualised return of 6.3% over a period of 24 years. The fund was previously known as Sundaram Med Term Bond Qt DR. 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 (RIDCW-Q) as of 9/29/2022 is ₹12.09 with the total AUM as of 9/30/2022 is ₹45.155. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Medium Term Bond fund (RIDCW-Q) 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 (RIDCW-Q) 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 (RIDCW-Q) 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 (RIDCW-Q) is rated as a 0 fund in Debt and delivered -0.8% 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 (RIDCW-Q).

    Frequently Asked Questions

    What is Sundaram Medium Term Bond fund (RIDCW-Q)?

    Sundaram Medium Term Bond fund (RIDCW-Q) 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 fund (RIDCW-Q)?

    You can invest in Sundaram Medium Term Bond fund (RIDCW-Q) 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 (RIDCW-Q)?

    The minimum sip amount for Sundaram Medium Term Bond fund (RIDCW-Q) is ₹1000. You can invest in multiples of ₹5000.

    Is Sundaram Medium Term Bond fund (RIDCW-Q) good to invest in?

    As per Scripbox experts, Sundaram Medium Term Bond fund (RIDCW-Q) is a Not Reviewed Yet fund. You can investSundaram Medium Term Bond fund (RIDCW-Q) 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 (RIDCW-Q)?

    The expense ratio of the Sundaram Medium Term Bond fund (RIDCW-Q) is 2.15% for regular plan.