Category: Debt: Medium Duration |
Launch Date: 18-12-1997 |
Asset Class: Fixed Income |
Benchmark: Nifty Medium Duration Debt Index A-III |
Expense Ratio: 2.13% As on ( 30-04-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 500.0 |
Total Assets: 42.08 Cr As on ( 30-04-2025) |
Turn over: |
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 - Growth | 8.14 | 6.1 | 4.51 | 5.67 | 7.3 |
Benchmark | - | - | - | - | - |
Debt: Medium Duration | 10.13 | 8.11 | 7.24 | 6.83 | 7.16 |
FM1 - Mr. Dwijendra Srivastava, FM2- Mr. Sandeep Agarwal
The scheme seeks reasonable income and regular income through investments primarily in fixed income securities
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
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 - Growth | 1.84 | -1.17 | -2.11 | 0.94 | 7.3 | 4.92 |
Debt: Medium Duration | - | - | - | - | - | - |
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth | 18-12-1997 | 8.14 | 6.27 | 6.1 | 4.51 | 5.67 |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan | 25-03-2009 | 14.77 | 10.44 | 14.78 | 13.66 | 8.71 |
Kotak Medium Term Fund - Growth | 21-03-2014 | 10.32 | 8.56 | 7.66 | 7.09 | 7.16 |
DSP Bond Fund - Growth | 29-04-1997 | 10.17 | 8.25 | 7.89 | 6.3 | 6.33 |
Axis Strategic Bond Fund - Regular Plan - Growth Option | 28-03-2012 | 10.16 | 8.5 | 8.13 | 7.33 | 7.67 |
HSBC Medium Duration Fund - Regular Growth | 02-02-2015 | 10.0 | 8.31 | 7.9 | 7.22 | 7.15 |
Nippon India Strategic Debt Fund - Growth Option | 01-06-2014 | 9.97 | 7.97 | 7.51 | 8.12 | 3.44 |
HDFC Medium Term Debt Fund - Growth Option | 06-02-2002 | 9.8 | 8.04 | 7.71 | 7.04 | 7.32 |
SBI Magnum Medium Duration Fund - Regular Plan - Growth | 12-11-2003 | 9.8 | 8.12 | 7.94 | 6.92 | 8.06 |
ICICI Prudential Medium Term Bond Fund - Growth | 15-09-2004 | 9.79 | 8.17 | 7.97 | 7.44 | 7.54 |