Sundaram Medium Term Bond Fund

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An open ended medium term debt scheme investing in Debt & Money Market instruments such that the Macaulay duration* of the portfolio is between 3 and 4 years. Portfolio Macaulay duration under anticipated adverse situation is 1 year to 4 years.

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Fund Managers

Fund Manager

Mr. Dwijendra Srivastava

Sundaram Bond Saver


To earn regular income by investing primarily in fixed income securities, which may be paid as dividend or reinvested at the option of the Investor. A secondary objective is to attempt to keep the value of its units reasonably Stable.

Key Features:
  • Open ended Long Term Income Fund.
  • Predominantly investing in high credit quality paper.
  • Actively managed portfolio-allocation between Government Securities / State Development loans and Corporate Bonds / Money Market instruments dynamically managed depending on their relative pricing and market opportunities.
  • The Fund aims to generate returns by way of both accrual and capital appreciation.
Target Investors:
  • Investors seeking acrual income and capital appreciation over medium/long term.

Suggested Investment Horizon - 3 years & above

Moderately Risk

This product is suitable for investors who are seeking*

  • Income and Capital appreciation by investing in a portfolio comprising of fixed income securities with Macaulay Duration between 3 to 4 years.

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Fund Facts

Inception December, 1997
Scheme Type Medium term fixed income
Benchmark CRISIL Medium Term Debt Index
Fund Manager Sandeep Agarwal
Average AUM for the month of Crores
Plans Regular, Direct
Dividend – Payout; Reinvest
Min. Initial Investment 5,000
Portfolio YTM * %
Average Maturity * years
Average Duration * years
Entry Load Nil
Expense Ratio (as on )
Exit Load (both plans) 1% if redeemed within one year from the date of allotment

* 0 - indicates No Value

Returns are on a compounded annual basis for period more than one year and absolute for oneyear period and computed using NAV of Regular Plan-Growth Option