Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan-Income Distribution cum Capital Withdrawal(IDCW)
Fund House: Sundaram Mutual Fund
Category: Debt: Medium Duration
Status: Open Ended Schemes
Launch Date: 18-12-1997
Minimum Investment: 5000.0
Asset Class: Fixed Income
Minimum Topup: 500.0
Benchmark: Nifty Medium Duration Debt Index A-III
Total Assets: 43.19 As on (30-05-2025)
Expense Ratio: 2.13% As on (30-06-2025)
Turn over: 81.00% | Exit Load: NIL
NAV as on 11-07-2025
13.3994
0.0069
CAGR Since Inception
6.32%
Nifty Medium Duration Debt Index A-III 7.57%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan-Income Distribution cum Capital Withdrawal(IDCW) | 7.47 | 6.05 | 3.94 | 5.0 | 6.32 |
| Benchmark | - | - | - | - | - |
| Debt: Medium Duration | 9.63 | 8.15 | 6.78 | 6.82 | 7.15 |
Funds Manager
FM1 - Mr. Dwijendra Srivastava, FM2- Mr. Sandeep Agarwal
RETURNS CALCULATORS for Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan-Income Distribution cum Capital Withdrawal(IDCW)
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
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End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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PORTFOLIO ANALYSIS of Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan-Income Distribution cum Capital Withdrawal(IDCW)
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan-Income Distribution cum Capital Withdrawal(IDCW)
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Sundaram Medium Duration Fund Reg Plan IDCW | 18-12-1997 | 7.47 | 6.35 | 6.05 | 3.94 | 5.0 |
| ABSL Medium Term Gr Reg | 25-03-2009 | 13.91 | 10.61 | 14.88 | 12.24 | 8.68 |
| Nippon India Medium Duration Fund Gr | 01-06-2014 | 11.39 | 9.06 | 8.31 | 8.33 | 3.6 |
| DSP Bond Gr | 29-04-1997 | 9.66 | 8.35 | 7.84 | 5.88 | 6.39 |
| Axis Strategic Bond Reg Gr | 28-03-2012 | 9.65 | 8.57 | 8.16 | 6.93 | 7.72 |
| Kotak Medium Term Gr | 21-03-2014 | 9.62 | 8.79 | 7.75 | 6.55 | 7.13 |
| ICICI Pru Medium Term Bond Gr | 15-09-2004 | 9.51 | 8.27 | 7.95 | 6.95 | 7.54 |
| HSBC Medium Duration Fund Reg Gr | 02-02-2015 | 9.4 | 8.3 | 7.9 | 6.62 | 7.08 |
| SBI Magnum Medium Duration Reg Gr | 12-11-2003 | 9.03 | 8.05 | 7.84 | 6.38 | 7.97 |
| HDFC Medium Term Debt Gr | 06-02-2002 | 9.0 | 8.0 | 7.67 | 6.45 | 7.28 |
Asset Allocation (%)
Key Performance and Risk Statistics of Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan-Income Distribution cum Capital Withdrawal(IDCW)
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan-Income Distribution cum Capital Withdrawal(IDCW) | 1.84 | -1.17 | -2.11 | 0.94 | 6.42 | 4.92 |
| Debt: Medium Duration | - | - | - | - | - | - |