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sundaram medium term bond - direct plan - growth option
Sundaram Medium Term Bond - Direct Plan - Growth Option

Sundaram Medium Term Bond - Direct Plan - Growth Option

  • Moderate Risk
  • Fixed Income
  • Medium Duration
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NAV as on Jul 11, 2025
i
Price per unit of the scheme.
77.50910.05%1 Day Change
0.42%
Minimum Investment₹5000
Expense Ratio1.26%

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

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



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 - Direct Plan - Growth Option
Investment Type
Monthly Investment
Time Period (yrs)
Annual Return in %
  • Invested Amount
    0
  • Return
    0
  • Current Value
    0

bt_logoFUND MANAGER

Dwijendra Srivastava
Dwijendra Srivastava
i
Lead Fund Manager.
Jul 27, 2010 - Present
  • Fund Manager Rank14Out of 15
    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 AUM23,982.50 Cr
  • Highest Return In 1 Yr9.73 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 77.51
0.42%
0.43%
Moderate Risk
43.10Cr
₹ 43.93
0.36%
0.22%
Moderate Risk
471.42Cr
₹ 185.50
0.43%
0.76%
High Risk
6,146.43Cr
Sundaram Medium Term Bond - Direct Plan - Growth Option
Moderate Risk
  • NAV₹ 77.51
  • Fund Size43.10Cr
Fund Return0.42%
Category Return0.43%
Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
Moderate Risk
  • NAV₹ 43.93
  • Fund Size471.42Cr
Fund Return0.36%
Category Return0.22%
Sundaram Aggressive Hybrid Fund Direct Plan Growth
High Risk
  • NAV₹ 185.50
  • Fund Size6,146.43Cr
Fund Return0.43%
Category Return0.76%
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 AUM19,015.25 Cr
  • Highest Return In 1 Yr9.73 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 77.51
0.42%
0.43%
Moderate Risk
43.10Cr
₹ 43.93
0.36%
0.22%
Moderate Risk
471.42Cr
₹ 185.50
0.43%
0.76%
High Risk
6,146.43Cr
Sundaram Medium Term Bond - Direct Plan - Growth Option
Moderate Risk
  • NAV₹ 77.51
  • Fund Size43.10Cr
Fund Return0.42%
Category Return0.43%
Sundaram Banking & PSU Debt Fund - Direct Plan - Growth Option
Moderate Risk
  • NAV₹ 43.93
  • Fund Size471.42Cr
Fund Return0.36%
Category Return0.22%
Sundaram Aggressive Hybrid Fund Direct Plan Growth
High Risk
  • NAV₹ 185.50
  • Fund Size6,146.43Cr
Fund Return0.43%
Category Return0.76%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoDETAILED PORTFOLIO

As on Jun, 2025
EQUITY (-%)
DEBT (94.55%)
CASH (5.16%)
Allocation by Market Cap
Other Cap(0.29%)
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.
    -1.36
    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.
    81.35
    This Fund
    VS
    60.41
    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.
    1.66
    This Fund
    VS
    1.61
    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.
    0.22
    This Fund
    VS
    0.64
    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.
    0.33
    This Fund
    VS
    2.25
    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.
    1.47
    This Fund
    VS
    2.36
    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
₹ 17.19
2.78%
0.43%
Very High Risk
₹ 102.67 Cr
--
₹ 12.59
0.99%
0.71%
Moderate Risk
₹ 80.36 Cr
₹ 18.94
0.76%
0.78%
Moderate Risk
₹ 28.35 Cr
₹ 43.62
0.63%
0.43%
Moderate Risk
₹ 2,504.21 Cr
₹ 30.98
0.61%
0.43%
Moderately High risk
₹ 1,945.01 Cr
₹ 50.17
0.57%
0.43%
Moderate Risk
₹ 1,487.56 Cr
Nippon India Strategic Debt Fund Direct Plan Growth Option
Very High Risk
  • NAV₹ 17.19
  • Fund Size₹ 102.67 Cr
Fund Return2.78%
Category Return0.43%
Union Medium Duration Fund Direct Growth
Moderate Risk--
  • NAV₹ 12.59
  • Fund Size₹ 80.36 Cr
Fund Return0.99%
Category Return0.71%
Baroda BNP Paribas Medium Duration Fund Direct Growth
Moderate Risk
  • NAV₹ 18.94
  • Fund Size₹ 28.35 Cr
Fund Return0.76%
Category Return0.78%
Aditya Birla Sun Life Medium Term Plan Direct Plan Growth
Moderate Risk
  • NAV₹ 43.62
  • Fund Size₹ 2,504.21 Cr
Fund Return0.63%
Category Return0.43%
Axis Strategic Bond Fund Direct Growth Option
Moderately High risk
  • NAV₹ 30.98
  • Fund Size₹ 1,945.01 Cr
Fund Return0.61%
Category Return0.43%
Bandhan Bond Fund - Medium Term Plan - Direct Plan - Growth
Moderate Risk
  • NAV₹ 50.17
  • Fund Size₹ 1,487.56 Cr
Fund Return0.57%
Category Return0.43%
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)
--
₹ 38.14
2.58%
--
Very High Risk
₹ 117.67 Cr
--
₹ 38.63
1.25%
--
Very High Risk
₹ 4,161.11 Cr
--
₹ 15.51
1.14%
0.96%
Very High Risk
₹ 2,055.33 Cr
₹ 547.23
1.00%
0.80%
Very High Risk
₹ 1,359.13 Cr
₹ 234.86
0.98%
0.80%
Very High Risk
₹ 1,487.52 Cr
₹ 425.49
0.87%
1.01%
Very High Risk
₹ 2,773.02 Cr
Sundaram Global Brand Fund Direct Plan Growth Option
Very High Risk--
  • NAV₹ 38.14
  • Fund Size₹ 117.67 Cr
1 Month Return2.58%
Category Return--
Sundaram Services Direct Growth
Very High Risk--
  • NAV₹ 38.63
  • Fund Size₹ 4,161.11 Cr
1 Month Return1.25%
Category Return--
Sundaram Flexi Cap Fund Direct Growth
Very High Risk--
  • NAV₹ 15.51
  • Fund Size₹ 2,055.33 Cr
1 Month Return1.14%
Category Return0.96%
Sundaram Tax Savings Fund - Direct Plan - Growth
Very High Risk
  • NAV₹ 547.23
  • Fund Size₹ 1,359.13 Cr
1 Month Return1.00%
Category Return0.80%
Sundaram Diversified Equity - Direct Plan - Growth Option
Very High Risk
  • NAV₹ 234.86
  • Fund Size₹ 1,487.52 Cr
1 Month Return0.98%
Category Return0.80%
Sundaram Multi Cap Fund-Direct Plan - Option
Very High Risk
  • NAV₹ 425.49
  • Fund Size₹ 2,773.02 Cr
1 Month Return0.87%
Category Return1.01%
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 ₹ 70,114.37 crores. It’s current offering of mutual fund schemes includes 33 equity, 10 debt and 5 hybrid schemes.
phone icon
Phone
+91 44 28583362/3367
mail icon
Email
investor.helpdesk@hdfcbank.com
aum
AUM
70,114.37 Cr (
As on May 31, 2025
)
location
Address
Sundaram Towers, Chennai,600 014

bt_logoFAQ's

What is the category of Sundaram Medium Term Bond - Direct Plan - Growth Option ?
The category of Sundaram Medium Term Bond - Direct Plan - Growth Option is Fixed Income - Medium Duration
What is the current NAV of Sundaram Medium Term Bond - Direct Plan - Growth Option ?
The current NAV of Sundaram Medium Term Bond - Direct Plan - Growth Option as on Jul 11, 2025 is ₹77.51
How safe is Sundaram Medium Term Bond - Direct Plan - Growth Option ?
The risk level of Sundaram Medium Term Bond - Direct Plan - Growth Option is Moderate.
What are short term returns given by Sundaram Medium Term Bond - Direct Plan - Growth Option ?
The return given by Sundaram Medium Term Bond - Direct Plan - Growth Option in 1 month is 0.42%, 3 months is 1.82%, 6 months is 4.72%, and 1 year is 8.43%
What are the long term returns given by Sundaram Medium Term Bond - Direct Plan - Growth Option ?
The return given by Sundaram Medium Term Bond - Direct Plan - Growth Option in 3 years is 7.01% and 5 years is 4.94%.
What is the expense ratio of Sundaram Medium Term Bond - Direct Plan - Growth Option ?
The expense ratio of Sundaram Medium Term Bond - Direct Plan - Growth Option is 1.26%
What is the AUM of Sundaram Medium Term Bond - Direct Plan - Growth Option ?
The assets under Management (AUM) of Sundaram Medium Term Bond - Direct Plan - Growth Option is Rs 43.10 crores.
What is the minimum investment in Sundaram Medium Term Bond - Direct Plan - Growth Option ?
The minimum Lumpsum investment in Sundaram Medium Term Bond - Direct Plan - Growth Option is ₹5,000.00 and the minimum SIP investment in Sundaram Medium Term Bond - Direct Plan - Growth Option is ₹1,000.00
What is the asset allocation of Sundaram Medium Term Bond - Direct Plan - Growth Option?
Sundaram Medium Term Bond - Direct Plan - Growth Option has an exposure of 94.55% in Debt and 5.16% in Cash & Money Market Securities