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Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan-Income Distribution cum Capital Withdrawal(IDCW)

(Erstwhile Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan- Quarterly Income Distribution cum Capital Withdrawal (IDCW))

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 (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 4.33 Cr As on (31-07-2025)
Turn over:
NAV (₹): 13.3676
₹ 0 ( 0.0112%)
as on 13-08-2025
CAGR Since Inception - 6.29%
Nifty Medium Duration Debt Index A-III - 7.57%

Fund Managers

FM1 - Mr. Dwijendra Srivastava, FM2- Mr. Sandeep Agarwal


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

PERFORMANCE of Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan-Income Distribution cum Capital Withdrawal(IDCW)

Scheme Performance (%) Data as on - 13-08-2025

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) 6.33 5.62 3.92 4.87 6.29
Benchmark - - - - -
Debt: Medium Duration 8.62 7.41 6.77 6.71 7.1

RETURNS CALCULATOR 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)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

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 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 6.48 4.61
Debt: Medium Duration - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Medium Duration Fund Reg Plan IDCW 18-12-1997 6.33 6.16 5.62 3.92 4.87
ABSL Medium Term Gr Reg 25-03-2009 13.09 10.48 9.33 12.2 8.59
Nippon India Medium Duration Fund Gr 01-06-2014 10.54 8.94 8.17 8.62 3.49
Axis Strategic Bond Reg Gr 28-03-2012 8.78 8.44 7.85 6.87 7.62
DSP Bond Gr 29-04-1997 8.78 8.13 7.52 5.89 6.27
ICICI Pru Medium Term Bond Gr 15-09-2004 8.74 8.14 7.65 6.87 7.44
Kotak Medium Term Gr 21-03-2014 8.61 8.57 7.42 6.57 7.01
HSBC Medium Duration Fund Reg Gr 02-02-2015 8.49 8.1 7.63 6.58 6.92
SBI Magnum Medium Duration Reg Gr 12-11-2003 7.97 7.76 7.52 6.33 7.88
HDFC Medium Term Debt Gr 06-02-2002 7.94 7.74 7.29 6.38 7.19

Asset Allocation (%)

PORTFOLIO ANALYSIS of Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan-Income Distribution cum Capital Withdrawal(IDCW)

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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