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Sundaram Medium Term Bond Fund - Growth

  • Regular
  • Direct
Category : Medium Duration Fund
  • Latest (Updated on 30th Jun 2021)
    Crisil Rank
  • (Updated on 31st Mar 2021)
    Crisil Rank
  • (Updated on 31st Dec 2020)
    Crisil Rank
  • (Updated on 30th Sep 2020)
    Crisil Rank
  • (Updated on 30th Jun 2020)
    Crisil Rank
Should you invest in this fund? - Fund performance is deteriorating compared to similar funds in the Medium Duration Fund. Existing investors can hold their investments. Fresh investments can be avoided.

Returns (NAV as on 03rd August, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 27-Jul-21 10003.30 0.03% - 0.11% 17/19
1 Month 02-Jul-21 10053.10 0.53% - 1.49% 17/18
3 Month 03-May-21 10057.60 0.58% - 2.29% 18/18
6 Month 03-Feb-21 10167.80 1.68% - 4.18% 18/18
YTD 01-Jan-21 10075.80 0.76% - 0.89% 16/18
1 Year 03-Aug-20 10230.70 2.31% 2.31% 3.88% 15/17
2 Year 02-Aug-19 10936.70 9.37% 4.57% 4.11% 12/16
3 Year 03-Aug-18 11847.00 18.47% 5.81% 5.69% 9/15
5 Year 03-Aug-16 13377.40 33.77% 5.99% 6.12% 10/15
10 Year 03-Aug-11 19966.60 99.67% 7.15% 7.98% 7/9
Since Inception 18-Dec-97 58120.50 481.21% 7.73% 6.76% 8/17

SIP Returns (NAV as on 03rd August, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 03-Aug-20 12000 12163.37 1.36 % 2.53 %
2 Year 02-Aug-19 24000 24972.32 4.05 % 3.86 %
3 Year 03-Aug-18 36000 38838.55 7.88 % 4.99 %
5 Year 03-Aug-16 60000 68712.96 14.52 % 5.36 %
10 Year 03-Aug-11 120000 168171.49 40.14 % 6.56 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.02% 0.55% 0.62% 1.61% 0.81% 2.32% 4.57% 5.81% 5.98%
Nifty 50 0.79% 3.41% 12.16% 9.15% 16.29% 46.54% 21.49% 12.67% 13.71%
Benchmark: CRISIL 10 Year Gilt Index 0.02% -0.84% -0.22% 1.72% 0.67% 2.25% 4.91% 8.70% 6.52%
Category Average 0.04% 1.53% 2.34% 4.19% 0.93% 3.88% 4.12% 5.70% 6.12%
Category Rank 11/17 17/18 18/18 18/18 16/18 15/17 12/16 9/15 10/15
Best in Category 0.12% 14.39% 14.76% 16.15% 15.93% 17.67% 9.65% 9.79% 9.00%
Worst in Category -0.02% 0.46% 0.62% 1.61% -19.70% -20.59% -23.01% -4.41% 0.02%

Best Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q4 - 2014 5.60% 4.24% -- 4.29%
Q3 - 2016 4.85% 3.40% 4.82% 4.08%
Q3 - 2016 4.72% 3.40% 4.82% 4.08%

Worst Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q1 - 2021 -0.70% 4.80% -0.58% -2.3%
Q1 - 2021 -0.67% 4.80% -0.58% -2.3%
Q2 - 2015 -0.81% -2.54% -- 0.87%

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