Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Annual Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Annual Income Distribution cum Capital Withdrawal (IDCW)
(Erstwhile
Sundaram Bond Saver-Annual Dividend
)
Category: Debt: Medium Duration
Launch Date: 03-11-2003
Asset Class: Fixed Income
Benchmark:
Nifty Medium Duration Debt Index A-III
Expense Ratio: 2.19% As on ( 31-03-2025)
Status: Open Ended Schemes
Minimum Topup: 500.0
Total Assets: 42.75 Cr As on ( 31-03-2025)
Turn over:
NAV as on 30-04-2025
13.6581
-0
(
-0.0176%
)
CAGR Since Inception
3.2%
Nifty Medium Duration Debt Index A-III 7.57%
Performance of Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Annual Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Annual Income Distribution cum Capital Withdrawal (IDCW)
8.11
5.45
4.62
4.79
3.2
Benchmark
-
-
-
-
-
Debt: Medium Duration
9.99
7.51
7.36
6.79
7.13
Yearly Performance (%)
Nav Movement
Fund Managers
Dwijendra Srivastava, Sandeep Agarwal
Investment Objective
The scheme seeks reasonable income and regular income through investments primarily in fixed income securities
Returns Calculator for
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Annual Income Distribution cum Capital Withdrawal (IDCW)
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 - Annual 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 - Annual Income Distribution cum Capital Withdrawal (IDCW)
PORTFOLIO
ANALYSIS of Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Annual Income Distribution cum Capital Withdrawal (IDCW)