Home› Funds› Sundaram Medium Duration Fund (Formerly Known as S

Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Institutional Plan - Growth

Sundaram · Medium Duration
Moderate
₹75.25
Current NAV
07 Jan 2025
6.3%
1Y Return
4.2%
3Y CAGR
4.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.40).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.90).
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.40
Sharpe Ratio
0.70
Beta
4.90
Alpha
1.54
Sortino
Fund Details
Fund House Sundaram
Category Medium Duration
AUM ₹2450 Cr
Expense Ratio 1.10%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Medium Duration
NIPPON INDIA MEDIUM DURATION FUND - SEGREGATED PORTFOLIO 1 - Direct Plan - QUARTERLY IDCW Option
Nippon India
₹0.13 340.3%
Nippon India Medium Duration Fund - Segregated Portfolio 1 - Direct Plan - Bonus Option
Nippon India
₹0.19 340.1%
NIPPON INDIA MEDIUM DURATION FUND - SEGREGATED PORTFOLIO 1 - IDCW Option
Nippon India
₹0.15 339.8%
Nippon India Medium Duration Fund - Segregated Portfolio 1 - Bonus Option
Nippon India
₹0.18 339.7%