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Sundaram Medium Term Bond Fund Growth

62.19
NAV (Dec 7,2023)

Sundaram Medium Term Bond Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Medium Term Bond Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.04
  • Sortino
    UM_URBAN_MONEY

    0.08

Fund Overview

2.16%

Expense ratio
UM_URBAN_MONEY

0%

Exit Load
UM_URBAN_MONEY

No Lock-in

Lock-in
UM_URBAN_MONEY

43.67 Cr

AUM (Fund Size)
UM_URBAN_MONEY

Index
UM_URBAN_MONEY

SIP ₹5000.00

Min. Investment
UM_URBAN_MONEY

Scheme Riskometer

Investors understand that their principal will be at
Moderate

Investment Return Calculator

as on Dec 09, 2023

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,101.53 (1.02%)10,131.77 (1.32%)10,478.73 (4.79%)10,731.21 (7.31%)12,381.01 (23.81%)
30,304.59 (1.02%)30,395.31 (1.32%)31,436.19 (4.79%)32,193.63 (7.31%)37,143.03 (23.81%)
50,507.65 (1.02%)50,658.85 (1.32%)52,393.65 (4.79%)53,656.05 (7.31%)61,905.05 (23.81%)
80,812.24 (1.02%)81,054.16 (1.32%)83,829.84 (4.79%)85,849.68 (7.31%)99,048.08 (23.81%)
1,01,015.3 (1.02%)1,01,317.7 (1.32%)1,04,787.3 (4.79%)1,07,312.1 (7.31%)1,23,810.1 (23.81%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Central Government Securities93.58%
  • TREPS5.10%
  • Cash and Other Net Current Assets1.06%
  • Corporate Debt Market Development Fund Class A0.26%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Franklin India Income Opportunities Fund - Segregated Portfolio 2 - GrowthFranklin India Income Opportunities Fund - Segregated Portfolio 2 - Growth

DEBT

Low

556.11%

ICICI Prudential Medium Term Bond Fund - GrowthICICI Prudential Medium Term Bond Fund - Growth

DEBT

Moderately High

5.35%

SBI Magnum Medium Duration Fund - Regular Plan - GrowthSBI Magnum Medium Duration Fund - Regular Plan - Growth

DEBT

Moderately High

5.14%

Axis Strategic Bond Fund - Regular Plan - GrowthAxis Strategic Bond Fund - Regular Plan - Growth

DEBT

Moderately High

4.87%

HSBC Medium Duration Fund - Regular Plan - GrowthHSBC Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

4.82%

Baroda BNP Paribas Medium Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

4.51%

UTI Medium Duration Fund - Regular Plan - GrowthUTI Medium Duration Fund - Regular Plan - Growth

DEBT

Moderately High

4.31%

Nippon India Strategic Debt Fund - GrowthNippon India Strategic Debt Fund - Growth

DEBT

Moderate

4.09%

Union Medium Duration Fund - Regular Plan - GrowthUnion Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

4.04%

Bandhan Bond Fund - Medium Term Plan - Regular Plan - GrowthBandhan Bond Fund - Medium Term Plan - Regular Plan - Growth

DEBT

Moderate

3.32%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Franklin India Income Opportunities Fund - Segregated Portfolio 2 - GrowthFranklin India Income Opportunities Fund - Segregated Portfolio 2 - Growth

DEBT

Low

309.11%

SBI Magnum Medium Duration Fund - Regular Plan - GrowthSBI Magnum Medium Duration Fund - Regular Plan - Growth

DEBT

Moderately High

6.86%

Axis Strategic Bond Fund - Regular Plan - GrowthAxis Strategic Bond Fund - Regular Plan - Growth

DEBT

Moderately High

6.74%

ICICI Prudential Medium Term Bond Fund - GrowthICICI Prudential Medium Term Bond Fund - Growth

DEBT

Moderately High

6.70%

Baroda BNP Paribas Medium Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.62%

HSBC Medium Duration Fund - Regular Plan - GrowthHSBC Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.52%

Aditya Birla Sun Life Medium Term Plan - Regular Plan - GrowthAditya Birla Sun Life Medium Term Plan - Regular Plan - Growth

DEBT

Moderately High

6.45%

Union Medium Duration Fund - Regular Plan - GrowthUnion Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.08%

UTI Medium Duration Fund - Regular Plan - GrowthUTI Medium Duration Fund - Regular Plan - Growth

DEBT

Moderately High

5.85%

Bandhan Bond Fund - Medium Term Plan - Regular Plan - GrowthBandhan Bond Fund - Medium Term Plan - Regular Plan - Growth

DEBT

Moderate

5.63%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Aditya Birla Sun Life Medium Term Plan - Regular Plan - GrowthAditya Birla Sun Life Medium Term Plan - Regular Plan - Growth

DEBT

Moderately High

12.53%

Nippon India Strategic Debt Fund - GrowthNippon India Strategic Debt Fund - Growth

DEBT

Moderate

8.67%

ICICI Prudential Medium Term Bond Fund - GrowthICICI Prudential Medium Term Bond Fund - Growth

DEBT

Moderately High

5.42%

UTI Medium Duration Fund - Regular Plan - GrowthUTI Medium Duration Fund - Regular Plan - Growth

DEBT

Moderately High

4.84%

HSBC Medium Duration Fund - Regular Plan - GrowthHSBC Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

4.80%

HDFC Medium Term Debt Fund - GrowthHDFC Medium Term Debt Fund - Growth

DEBT

Moderate

4.78%

Kotak Medium Term Fund - GrowthKotak Medium Term Fund - Growth

DEBT

Moderately High

4.43%

DSP Bond Fund - Regular Plan - GrowthDSP Bond Fund - Regular Plan - Growth

DEBT

Moderate

4.31%

Union Medium Duration Fund - Regular Plan - GrowthUnion Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

3.53%

Bandhan Bond Fund - Medium Term Plan - Regular Plan - GrowthBandhan Bond Fund - Medium Term Plan - Regular Plan - Growth

DEBT

Moderate

3.16%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Aditya Birla Sun Life Medium Term Plan - Regular Plan - GrowthAditya Birla Sun Life Medium Term Plan - Regular Plan - Growth

DEBT

Moderately High

8.07%

ICICI Prudential Medium Term Bond Fund - GrowthICICI Prudential Medium Term Bond Fund - Growth

DEBT

Moderately High

7.20%

Axis Strategic Bond Fund - Regular Plan - GrowthAxis Strategic Bond Fund - Regular Plan - Growth

DEBT

Moderately High

6.73%

HDFC Medium Term Debt Fund - GrowthHDFC Medium Term Debt Fund - Growth

DEBT

Moderate

6.69%

HSBC Medium Duration Fund - Regular Plan - GrowthHSBC Medium Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.18%

Bandhan Bond Fund - Medium Term Plan - Regular Plan - GrowthBandhan Bond Fund - Medium Term Plan - Regular Plan - Growth

DEBT

Moderate

5.89%

Kotak Medium Term Fund - GrowthKotak Medium Term Fund - Growth

DEBT

Moderately High

5.78%

DSP Bond Fund - Regular Plan - GrowthDSP Bond Fund - Regular Plan - Growth

DEBT

Moderate

4.93%

UTI Medium Duration Fund - Regular Plan - GrowthUTI Medium Duration Fund - Regular Plan - Growth

DEBT

Moderately High

4.18%

Nippon India Strategic Debt Fund - GrowthNippon India Strategic Debt Fund - Growth

DEBT

Moderate

-1.10%

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