Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth
Sundaram Mutual Fund · AMFI Code 100603
Returns Trail
Trailing returns. ≥1Y figures are annualised (CAGR).
| Period | 1D | 5D | 1M | 3M | 6M | 1Y | 3YCAGR | 5YCAGR | 10YCAGR |
|---|---|---|---|---|---|---|---|---|---|
| This Fund | -0.04% | +0.05% | +0.15% | -0.16% | +0.50% | +1.72% | +4.74% | +3.85% | +5.19% |
| Category Median | -0.04% | +0.13% | +0.24% | +0.44% | +1.56% | +4.05% | +6.77% | +5.92% | +6.56% |
Past performance does not guarantee future returns. Returns are net of expenses but do not account for taxes or exit loads. Mutual fund investments are subject to market risks.
NAV History
Daily NAV from AMFI. Use the range buttons to zoom in.
NAV data sourced from AMFI via the public MFAPI feed. Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth · AMFI 100603.
Calendar-Year Returns
Year-by-year performance (Jan – Dec, absolute, not annualised).
Portfolio Allocation
Asset Mix
- Debt89.1%
- Cash & Equivalents10.6%
Market-Cap Split
Concentration
- Top 3 holdings49.4%
- Top 5 holdings60.9%
- Top 10 holdings82.7%
- Top 20 holdings100.0%
- Total holdings: 17
Risk Profile
Risk-adjusted return — excess return per unit of total volatility. Higher is better.
Like Sharpe, but penalises only downside volatility. Higher is better.
Annualised standard deviation of daily returns. Lower means a smoother ride.
Largest peak-to-trough loss over the period. A measure of worst-case downside.
Fund Manager
Manager-level attribution is being added shortly. In the meantime, this scheme is run by the Sundaram Mutual Fund investment team under their stated investment process and benchmark.
Scheme Information
- AMFI Code
- 100603
- Scheme Name
- Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth
- AMC
- Sundaram Mutual Fund
- Category (AMFI)
- Medium Duration
- Sub-category
- Medium Duration Fund
- External Category
- Medium Duration Fund
- Launch Date
- 18 Dec 1997
- TER
- 1.86%
- Riskometer
- Moderate
- Benchmark
- —
- Exit Load
- —
- ISIN
- —
Peers in Medium Duration Fund
Top 8 schemes by AUM. Current fund highlighted in brand colour.
| Scheme | AUM | 1Y | 3Y CAGR | Sharpe | TER |
|---|---|---|---|---|---|
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - GrowthThis Fund Sundaram Mutual Fund | ₹34 Cr | +1.72% | +4.74% | -0.06 | 1.86% |
SBI MEDIUM DURATION FUND - REGULAR PLAN - GROWTH SBI Mutual Fund | ₹6.4K Cr | +4.05% | +6.77% | 0.12 | 1.21% |
ICICI Prudential Medium Term Bond Fund - Growth ICICI Prudential Mutual Fund | ₹5.5K Cr | +5.51% | +7.31% | 0.08 | 1.40% |
HDFC Medium Term Debt Fund - Growth Option HDFC Mutual Fund | ₹3.7K Cr | +4.17% | +6.74% | 0.18 | 1.33% |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Aditya Birla Sun Life Mutual Fund | ₹3.1K Cr | +7.00% | +9.31% | 0.30 | 1.56% |
Axis Strategic Bond Fund - Regular Plan - Growth Option Axis Mutual Fund | ₹2.1K Cr | +4.71% | +7.24% | 0.24 | 1.32% |
Kotak Medium Term Fund - Growth Kotak Mahindra Mutual Fund | ₹1.8K Cr | +4.94% | +7.37% | 0.06 | 1.63% |
Bandhan Medium Duration Fund - Regular Plan - Growth Bandhan Mutual Fund | ₹1.3K Cr | +2.88% | +6.02% | -0.11 | 1.35% |
HSBC Medium Duration Fund - Regular Growth HSBC Mutual Fund | ₹731 Cr | +3.79% | +6.79% | -0.18 | 1.15% |
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Disclaimer: The information on this page is for educational and research purposes only and does NOT constitute investment advice as defined under SEBI (Investment Advisers) Regulations, 2013. Trustner Asset Services Pvt. Ltd. is an AMFI Registered Mutual Fund Distributor (ARN-286886) and recommends Regular plans only. Fund data is sourced from AMFI / MFAPI and refreshed periodically; verify with the AMC before investing.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance does not guarantee future returns. · AMFI Registered Mutual Fund Distributor and SIF Distributor; APMI Registered PMS Distributor | ARN-286886 · Investors are advised to deal only with SEBI Registered Mutual Fund Distributors. Please verify the registration status at www.amfiindia.com.