Sundaram Medium Term Bond Fund Regular Plan - Growth

3
Medium Duration NAV 57.8613 0.12 23 May, 2022
Sundaram Medium Term Bond Fund Regular Plan - Growth was previously known as

Sundaram Bond Saver (G)

Fund Details

Category Medium Duration
Fund Type Open Ended
Investment Plan Growth
Launch Date 18 December, 1997
Benchmark CRISIL AAA Medium-Term Bond Index (60), CRISIL Composite AA Medium Term Bond (40)
Asset Size(Cr) 59.86 (As on 31-03-2022)
Min Investment ₹ 5000
Min SIP Investment ₹ 250
Min Addl Investment ₹ 500
Exit Load Nil
Expense Ratio 2.15% (As on 31-03-2022)
Fund Manager Dwijendra Srivastava,Sandeep Agarwal

Investment Returns (As on 23 May, 2022)

Duration Returns Benchmark Category
1 W 0.08% 0.27% 0.14%
1 M -0.73% -0.45% -0.4%
3 M -0.26% 0.36% 0.62%
6 M -0.45% 0.68% 1.04%
1 Y 1.03% 3.25% 5.04%
2 Y 3.51% 5.1% 6.85%
3 Y 4.43% 8.04% 4.93%
5 Y 4.9% 7.55% 5.27%

Risk Mesasures (As on 23 May, 2022)

Std Dev Sharpe Beta Alpha YTM AVG Maturity
Fund 3.65 1.58 -0.36 0.95 5.83 3.65
Benchmark 0 0 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 9.16%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Sundaram Medium Term Bond Fund Regular Plan - Growth 1.03% 4.43% 4.9%
Kotak Medium Term Fund - Growth 3.43% 5.7% 5.84%
Nippon India Strategic Debt Fund - Growth Option 15.3% -4.52% -1.31%

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