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 Investment: 5000.0 |
Minimum Topup: 500.0 |
Total Assets: 42.75 Cr As on (31-03-2025) |
Turn over: |
Dwijendra Srivastava, Sandeep Agarwal
The scheme seeks reasonable income and regular income through investments primarily in fixed income securities
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- Half Yearly Income Distribution cum Capital Withdrawal (IDCW) | 8.09 | 5.43 | 4.59 | 4.88 | 3.45 |
Benchmark | - | - | - | - | - |
Debt: Medium Duration | 10.03 | 7.53 | 7.18 | 6.79 | 7.14 |
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- Half Yearly Income Distribution cum Capital Withdrawal (IDCW) | 1.84 | -1.17 | -2.11 | 0.94 | 6.89 | 5.06 |
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 Reg Hly IDCW | 03-11-2003 | 8.09 | 6.23 | 5.43 | 4.59 | 4.88 |
ABSL Medium Term Gr Reg | 25-03-2009 | 14.56 | 10.34 | 14.26 | 13.49 | 8.66 |
Axis Strategic Bond Reg Gr | 28-03-2012 | 10.17 | 8.53 | 7.7 | 7.23 | 7.61 |
Nippon India Strategic Debt Gr | 01-06-2014 | 9.98 | 8.0 | 6.94 | 7.86 | 3.41 |
HSBC Medium Duration Fund Reg Gr | 02-02-2015 | 9.98 | 8.32 | 7.23 | 6.8 | 7.12 |
DSP Bond Gr | 29-04-1997 | 9.85 | 8.23 | 7.28 | 6.5 | 6.26 |
ICICI Pru Medium Term Bond Gr | 15-09-2004 | 9.77 | 8.18 | 7.53 | 7.34 | 7.5 |
SBI Magnum Medium Duration Reg Gr | 12-11-2003 | 9.75 | 8.22 | 7.43 | 7.02 | 8.03 |
Kotak Medium Term Gr | 21-03-2014 | 9.74 | 8.43 | 7.05 | 7.07 | 7.13 |
HDFC Medium Term Debt Gr | 06-02-2002 | 9.71 | 8.14 | 7.15 | 6.82 | 7.28 |
Portfolio as on