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sundaram medium term bond institutional growth
Sundaram Medium Term Bond Institutional Growth

Sundaram Medium Term Bond Institutional Growth

  • Moderate Risk
  • Fixed Income
  • Medium Duration
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NAV as on Jan 7, 2025
i
Price per unit of the scheme.
₹ 75.24760.07%1 Day Change
0.36%
Minimum Investment₹5000
Expense Ratio2.17%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
3
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Sundaram Medium Term Bond Institutional Growth
VS
Fixed Income: Medium Duration Average NAV
    Topper in Fixed Income: Medium Duration
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Sundaram Medium Term Bond Institutional Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    Nifty Medium Duration Debt TR INR
    Expense Ratio
    2.17%
    Category Avg Expense Ratio
    0.66%
    Minimum Investment (Lumpsum/SIP)
    ₹ 5000 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 35.08 Cr(As on Jan, 2026)
    Inception Date
    Aug 19, 2003
    Turnover
    - %
    Exit Load
    Exit Load: If units purchased or switched in from another scheme of the Fund are redeemed or switched out before 12 months: exit load is 1% of the applicable NAV. If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 12 months: Nil

    bt_logoABOUT THE FUND

    Objective: To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments

    Sundaram Medium Term Bond Institutional Growth is an Fixed Income - Medium Duration fund. The fund was launched inAug 19, 2003. Its risk level is . The NAV of the fund as onJan 07, 2025 is ₹75.25. Its expense ratio is 2.17 %. The fund has an AUM of ₹35.08 Cr.The fund is managed byDwijendra Srivastava,Sandeep Agarwal.
    The minimum initial investment is  ₹5000 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Dwijendra Srivastava
    Dwijendra Srivastava
    i
    Lead Fund Manager.
    Jul 27, 2010 - Present
    • Fund Manager Rank8Out of 18
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed15
    • Total AUM₹ 26,197.44 Cr
    • Highest Return In 1 Yr8.51 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    ₹ 79.00
    -0.29%
    0.13%
    Moderate Risk
    ₹35.08Cr
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    ₹ 45.36
    0.35%
    0.08%
    Moderate Risk
    ₹370.97Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 179.15
    -0.06%
    0.08%
    High Risk
    ₹7,933.61Cr
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 79.00
    • Fund Size₹35.08Cr
    Fund Return-0.29%
    Category Return0.13%
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 45.36
    • Fund Size₹370.97Cr
    Fund Return0.35%
    Category Return0.08%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 179.15
    • Fund Size₹7,933.61Cr
    Fund Return-0.06%
    Category Return0.08%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sandeep Agarwal
    Sandeep Agarwal
    i
    Lead Fund Manager.
    Jun 1, 2012 - Present
    • Schemes managed11
    • Total AUM₹ 20,891.61 Cr
    • Highest Return In 1 Yr6.61 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    ₹ 79.00
    -0.29%
    0.13%
    Moderate Risk
    ₹35.08Cr
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    ₹ 45.36
    0.35%
    0.08%
    Moderate Risk
    ₹370.97Cr
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    ₹ 179.15
    -0.06%
    0.08%
    High Risk
    ₹7,933.61Cr
    Sundaram Medium Term Bond - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 79.00
    • Fund Size₹35.08Cr
    Fund Return-0.29%
    Category Return0.13%
    Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
    Moderate Risk
    • NAV₹ 45.36
    • Fund Size₹370.97Cr
    Fund Return0.35%
    Category Return0.08%
    Sundaram Aggressive Hybrid Fund Direct Plan Growth
    High Risk
    • NAV₹ 179.15
    • Fund Size₹7,933.61Cr
    Fund Return-0.06%
    Category Return0.08%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Mar, 2026
    EQUITY (-%)
    DEBT (89.53%)
    CASH (10.08%)
    Allocation by Market Cap
    Other Cap(0.39%)
    Industry Holdings
    No Data For Allocation
    Stock Holdings
    No Data For Allocation

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      -1.57
      This Fund
      VS
      0.19
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      80.87
      This Fund
      VS
      65.25
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.92
      This Fund
      VS
      0.91
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      -1.26
      This Fund
      VS
      0.48
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      -1.30
      This Fund
      VS
      1.01
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      1.83
      This Fund
      VS
      1.89
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Sundaram Asset Management Company Ltd
    Sundaram Asset Management Company Ltd manages assets worth ₹ 74,950.16 crores. It’s current offering of mutual fund schemes includes 33 equity, 10 debt and 6 hybrid schemes.
    phone icon
    Phone
    +91 44 28583362/3367
    mail icon
    Email
    investor.helpdesk@hdfcbank.com
    aum
    AUM
    ₹ 74,950.16 Cr (
    As on Feb 28, 2026
    )
    location
    Address
    Sundaram Towers, Chennai,600 014

    bt_logoFAQs

    What is the category of Sundaram Medium Term Bond Institutional Growth ?
    The category of Sundaram Medium Term Bond Institutional Growth is Fixed Income - Medium Duration
    What is the current NAV of Sundaram Medium Term Bond Institutional Growth ?
    The current NAV of Sundaram Medium Term Bond Institutional Growth as on Jan 07, 2025 is ₹75.25
    How safe is Sundaram Medium Term Bond Institutional Growth ?
    The risk level of Sundaram Medium Term Bond Institutional Growth is Moderate.
    What are short term returns given by Sundaram Medium Term Bond Institutional Growth ?
    The return given by Sundaram Medium Term Bond Institutional Growth in 1 month is 0.36%, 3 months is 1.36%, 6 months is 3.29%, and 1 year is 6.47%
    What are the long term returns given by Sundaram Medium Term Bond Institutional Growth ?
    The return given by Sundaram Medium Term Bond Institutional Growth in 3 years is 4.17% and 5 years is 4.03%.
    What is the expense ratio of Sundaram Medium Term Bond Institutional Growth ?
    The expense ratio of Sundaram Medium Term Bond Institutional Growth is 2.17%
    What is the AUM of Sundaram Medium Term Bond Institutional Growth ?
    The assets under Management (AUM) of Sundaram Medium Term Bond Institutional Growth is Rs 35.08 crores.
    What is the minimum investment in Sundaram Medium Term Bond Institutional Growth ?
    The minimum Lumpsum investment in Sundaram Medium Term Bond Institutional Growth is ₹5,000.00 and the minimum SIP investment in Sundaram Medium Term Bond Institutional Growth is ₹1,000.00
    What is the asset allocation of Sundaram Medium Term Bond Institutional Growth?
    Sundaram Medium Term Bond Institutional Growth has an exposure of 89.53% in Debt and 10.08% in Cash & Money Market Securities

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