Sundaram Medium Duration Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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Fund Objective

To generate income and capital appreciation by investing in Fixed Income Securities and MoneyMarket Instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Medium Term Bond Fund - Regular Growth 8.04 5.07 4.39 3.18 4.32 7.27
Crisil 10 Yr Gilt Index N/A N/A N/A N/A N/A N/A
NIFTY Medium Duration Debt Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Annualised, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Medium Term Bond Fund - Regular Growth Dec 18, 1997 4.39 3.18 4.32 2.16 43.59
ICICI Prudential Medium Term Bond Fund - Growth Sep 15, 2004 6.55 5.70 7.33 1.39 6,321.81
SBI MAGNUM MEDIUM DURATION FUND - REGULAR PLAN - GROWTH Nov 05, 2003 6.48 5.52 7.44 1.21 6,222.05
HDFC Medium Term Debt Fund - Growth Option Feb 06, 2002 6.31 5.27 6.70 1.27 4,188.28
Axis Strategic Bond Fund - Regular Plan - Growth Option Mar 28, 2012 6.85 5.87 6.76 1.09 1,970.65
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Mar 25, 2009 6.27 12.32 8.67 1.58 1,858.58

Fund Holdings as on 30-April-2024

  • 7.18% Government Securities - 14/08/2033

  • 5.74% Central Government Securities 15/11/2026

  • 5.15% Central Government Securities 09/11/2025

  • TREPS

  • 7.44% Tamil Nadu State Government Securities -20/03/2034

  • Bharti Telecom Ltd - 8.9% - 04/12/2025**

  • Godrej Industries Ltd - 8.36% - 28/08/2026**

  • Cash and Other Net Current Assets^

  • Corporate Debt Market Development Fund - Class A2

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  • Miscellaneous

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Fund Manager

  • Cash

  • CRISIL AA

  • CRISIL AA+

  • Sovereign

  • Unrated

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About Sundaram Medium Duration Fund

Scheme Analysis

Sundaram Medium Duration Fund is a Debt - Medium Duration Fund fund and belongs to Sundaram Mutual Fund. It was launched on 18-Dec-1997 and currently has an AUM of ₹43.59 crore. Sundaram Medium Duration Fund is benchmarked against Crisil 10 Yr Gilt Index as primary index and NIFTY Medium Duration Debt Index as secondary index.

The NAV of Sundaram Medium Duration Fund ended down ₹-0.02(-0.04%)yesterday to ₹63.9062.

Among its top 3 holdings the fund has exposure to 7.18% Government Securities - 14/08/2033, and

The Sundaram Medium Duration Fund is managed by Dwijendra Srivastava and Sandeep Agarwal.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156