Sundaram Medium Duration Fund
Ticker: mf13890
Decent
66/100
☆ Add to Watchlist
More Options
D
DSP Nifty500 Flexicap Quality 30 Index Fund
The DSP Nifty500 Flexicap Quality 30 Index Fund shows a decent investment potential with a focus on quality and growth, though some risks remain.
View details
M
Mahindra Manulife Asia Pacific REITs FOF
The stock presents a mixed outlook with some positive growth drivers but significant risks and valuation concerns.
View details
H
HSBC Aggressive Hybrid Active FOF
The HSBC Aggressive Hybrid Active FOF presents a decent investment opportunity, but caution is advised due to some governance and technical concerns.
View details
G
Groww Nifty India Railways PSU Index Fund
The fund has potential due to its exposure to the railways sector, but faces challenges in growth and profitability metrics.
View details
I
ICICI Pru LT Wealth Enhancement Fund
The fund shows potential for growth but carries certain risks that need to be monitored.
View details
U
UTI Medium Duration Fund
The UTI Medium Duration Fund shows decent potential but faces challenges in growth consistency and market positioning.
View details
B
Bandhan Nifty Total Market Index Fund
The fund shows potential in a growing sector, but faces challenges in profitability and execution risks.
View details
S
SBI BSE PSU Bank Index Fund
The SBI BSE PSU Bank Index Fund shows decent potential but is hindered by sector-specific challenges and execution risks.
View details
T
TRUSTMF Corporate Bond Fund
The TRUSTMF Corporate Bond Fund shows decent potential with stable income generation, but faces challenges in market competition and liquidity.
View details
F
Franklin India Long Duration Fund
The fund shows potential but has several areas of concern that may limit its attractiveness to investors.
View details
G
Groww Gold ETF FOF
The Groww Gold ETF FOF shows potential with decent growth and profitability metrics, but faces challenges in execution and liquidity.
View details
I
ITI Dynamic Bond Fund
The ITI Dynamic Bond Fund presents several risks with limited growth prospects and weak profitability metrics, making it a risky investment at this time.
View details
S
SBI FMP-54-1842D
The stock shows some potential but is hindered by inconsistent growth and valuation concerns.
View details
Q
Quantum Multi Asset Allocation Fund
The Quantum Multi Asset Allocation Fund shows potential with a diversified approach, but faces challenges in profitability and valuation metrics.
View details
B
Baroda BNP Paribas Aqua FoF
The fund shows potential in a growing sector but faces significant risks and valuation concerns.
View details
A
Aditya Birla SL Aggressive Hybrid Omni FOF
The fund has potential but faces several challenges that may impact performance.
View details
Business Overview
Sundaram Medium Duration Fund is designed for investors seeking a balanced approach to fixed-income investments. It primarily invests in medium-duration debt instruments, catering to those looking for stable returns while managing interest rate risks. This fund is ideal for conservative investors aiming for capital preservation with moderate growth. Its professional management and diversified portfolio ensure that your investments are in capable hands, making it a reliable choice for wealth accumulation over time.
- Focuses on medium-duration debt instruments
- Ideal for conservative investors
- Offers stable returns with moderate growth
- Professional management for optimal performance
- Diversified portfolio to mitigate risks
Investment Thesis
Sundaram Medium Duration Fund stands out due to its strong promoter credibility, robust digital services growth potential, and attractive valuation compared to peers. This fund is well-positioned to capitalize on evolving market dynamics, making it a compelling choice for retail investors seeking stability and growth.
- Strong backing from a reputable promoter group enhances trust.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation compared to peer funds offers a competitive edge.
- Focus on medium-duration assets provides a balanced risk-return profile.
- Proven track record of performance reinforces investor confidence.
Opportunity vs Risk
Opportunities
- Stable returns in medium duration bonds
- Potential for interest rate gains
- Diversification in fixed income portfolio
- Suitable for risk-averse investors
Risks ⚠️
- Interest rate fluctuations impact returns
- Credit risk from bond issuers
- Liquidity concerns in market downturns
- Lower returns in rising rate environment
Peer Perspective
Sundaram Medium Duration Fund trades at a slight premium compared to peers like HDFC Medium Term Fund and ICICI Prudential Medium Duration Fund. A rerating could occur with improved margin stability and consistent income growth.
📊 Stock Investment Checklist (100 Points)
Sundaram Medium Duration Fund • Updated: 2025-09-29 15:48:04
-
10BusinessHighThe fund operates in a stable sector but lacks a clear competitive advantage.
-
10GrowthHighModerate revenue growth observed, but profit margins are inconsistent.
-
10ProfitabilityHighROE and ROCE are acceptable, but cash flow generation is below expectations.
-
8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
-
7BalanceHighDebt levels are manageable, but liquidity could be improved.
-
9GovernanceHighPromoter holding is strong, but there are some concerns regarding disclosures.
-
10DriversHighGrowth drivers are present, but execution risks remain significant.
-
5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 66 / 100
• Decent
The Sundaram Medium Duration Fund shows decent potential but faces challenges in profitability and execution risks.