Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth
Category: Debt: Medium Duration
Launch Date: 18-12-1997
AUM:
₹ 43.19 Cr
Expense Ratio
2.13%
Benchmark
Nifty Medium Duration Debt Index A-III
ISIN
INF903J01FQ2
Minimum Investment
5000.0
Minimum Topup
500.0
Minimum SIP Amount
250
Fund Manager
FM1 - Mr. Dwijendra Srivastava, FM2- Mr. Sandeep Agarwal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth | 7.45 | 6.01 | 4.01 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
69.5157
Last change
0 (0.0059%)
Fund Size (AUM)
₹ 43.19 Cr
Performance
7.27% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To generate an Income and Capital appreciation by investing in a portfolio comprising of fixed income securities with Macaulay Duration between 3 to 4 years
Fund Manager
FM1 - Mr. Dwijendra Srivastava, FM2- Mr. Sandeep Agarwal
Riskometer
Moderate
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| 7.10% GOI 2034 (08-APR-2034) | 36.25 |
| 7.37% Government of India (23/10/2028) | 12.05 |
| SGS TAMILNADU 7.44% (20/03/2034) | 5.56 |
| Bharti Telecom Ltd - 8.9% - 04/12/2025 | 4.65 |
| Cholamandalam Investment and Finance Company Ltd - 7.38% - 28/05/2027 | 4.61 |
| Power Finance Corporation Ltd - 6.61% - 15/07/2028 | 4.61 |
| TREPS | 3.53 |
| Muthoot Finance Ltd - 8.65% - 31/01/2028 | 3.51 |
| 7.04% GOI 2029 (03-JUN-2029) | 2.39 |
| Godrej Industries Ltd - 8.36% - 28/08/2026 | 2.34 |
Sector Allocation
| Sector | Holdings (%) |
|---|
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Medium Duration Reg Gr | 4.01 |
| ABSL Medium Term Gr Reg | 12.29 |
| Nippon India Medium Duration Fund Gr | 8.74 |
| Kotak Medium Term Gr | 6.65 |
| DSP Bond Gr | 5.91 |
| Axis Strategic Bond Reg Gr | 6.95 |
| ICICI Pru Medium Term Bond Gr | 6.99 |
| HSBC Medium Duration Fund Reg Gr | 6.67 |
| HDFC Medium Term Debt Gr | 6.51 |
| SBI Magnum Medium Duration Reg Gr | 6.43 |