Comprehensive analysis of Sundaram Medium Duration Fund - (Bonus) (1274) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Sundaram Asset Management Company Ltd
To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments.
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
Moderate Risk
High Expenses
Debt Focused
Experienced Team
Below Average
Showing 1Y NAV history
Performance across different time periods
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Outperformance vs benchmark
Fund manager experience
Recent performance momentum
Risk-adjusted returns
Historical performance consistency
Fund management costs
Market exposure level
Assets under management
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| GSEC2034 | Govt. Securities | 34.09% |
| GSEC2034 | Govt. Securities | 33.70% |
| GSEC2028 | Govt. Securities | 12.16% |
| GSEC2028 | Govt. Securities | 12.04% |
| GSEC2026 | Govt. Securities | 11.65% |
| GSEC2026 | Govt. Securities | 11.56% |
| TREPS | Debt Others | 5.60% |
| TAMIL NADU 2034 | Govt. Securities | 5.58% |
| TAMIL NADU 2034 | Govt. Securities | 5.51% |
| TREPS | Debt Others | 4.87% |
Compare against Medium Duration Fund category average
This comparison shows how the fund performs relative to the Medium Duration Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Medium Duration Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Invesco India Medium Duration Fund-Dir(G) | ₹1286.71 | 5.30% | 9.72% | 8.12% |
| Invesco India Medium Duration Fund-Dir(IDCW-Discr) | ₹1286.62 | 5.30% | 9.72% | 8.12% |
| Invesco India Medium Duration Fund-Reg(IDCW-Discr) | ₹1244.70 | 4.97% | 8.95% | 7.26% |
| Invesco India Medium Duration Fund-Reg(G) | ₹1244.70 | 4.97% | 8.95% | 7.26% |
| Invesco India Medium Duration Fund-Dir(IDCW-Q) | ₹1097.35 | 5.30% | 9.72% | 8.11% |
| Invesco India Medium Duration Fund-Reg(IDCW-Q) | ₹1058.16 | 4.96% | 8.95% | 7.29% |
| DSP Bond Fund - Direct (G) | ₹87.36 | 5.71% | 10.06% | 8.22% |
| DSP Bond Fund - Regular (G) | ₹82.28 | 5.54% | 9.68% | 7.84% |
| Sundaram Medium Duration Fund - Direct (G) | ₹77.41 | 4.69% | 8.52% | 7.03% |
| Sundaram Medium Duration Fund - (G) | ₹69.32 | 4.25% | 7.58% | 6.08% |
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