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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
19.0%
1Y Return
18.0%
3Y CAGR
20.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.40).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.90).
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
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