| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹250 |
| Expense Ratio | 1.33% |
| NAV | ₹13.43 (25 Sep 2020) |
|---|---|
| Fund Started | 22 Jan 2013 |
| Fund Size | ₹73 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| National Bank For Agriculture & Rural Development | Financial | Debenture | 7.6% |
| GOI | Sovereign | GOI Sec | 7.3% |
| State Bank of India | Financial | NCD | 7.3% |
| Bank Of Baroda | Financial | NCD | 7.3% |
| Power Finance Corpn. Ltd. | Financial | Debenture | 7.2% |
| National Housing Bank | Financial | NCD | 7.2% |
| Indian Railway Finance Corpn. Ltd. | Financial | Debenture | 7.2% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 7.2% |
| Indian Oil Corpn. Ltd. | Energy | Debenture | 7.0% |
| Reserve Bank of India | Financial | T-Bills | 6.8% |
Sundaram Medium Term Bond Fund Direct Dividend Yearly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 22 Jan 2013. Dwijendra Srivastava, Sandeep Agarwal is the Current Fund Manager of Sundaram Medium Term Bond Fund Direct Dividend Yearly fund.The fund currently has an Asset Under Management(AUM) of ₹73 Cr and the Latest NAV as of 25 Sep 2020 is ₹13.43.
The Sundaram Medium Term Bond Fund Direct Dividend Yearly is rated Moderate risk. Minimum SIP Investment is set to 250. Minimum Lumpsum Investment is 5000. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
The scheme seeks to generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.