Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Medium Term Bond Fund Direct IDCW Yearly

Sundaram Medium Term Bond Fund Direct IDCW Yearly

Debt
Medium Duration
Moderate Risk
4.58%
1Y return
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 Sep 2021₹13.42
Min. SIP amount₹250
Rating3star
Fund size₹69.83 Cr

Returns and rankings

Category: Debt Medium Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.6%7.2%6.8%7.7%
Category average6.2%5.4%6.5%NA
Rank with in category1788NA
Understand termsinfo

Holdings (11)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec9.9%
FinancialAdditional Tier 2 Bo7.0%
GOI
SovereignGOI Sec7.0%
Power Finance Corporation Ltd.
FinancialDebenture7.0%
Indian Railway Finance Corporation Ltd.
FinancialDebenture7.0%
GOI
SovereignCGL7.0%
FinancialDebenture6.9%
FinancialDebenture6.8%
GOI
SovereignGOI Sec6.6%
GOI
SovereignGOI Sec6.6%
See All

Pros and cons

info
Category: Debt Medium Duration
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Pros

3Y Returns are higher than the category average returns
5Y Returns are higher than the category average returns
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Cons

Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.14%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹500
Min. for SIP₹250

Fund management

Dwijendra Srivastava
Jan 2013 - Present
View details
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Sandeep Agarwal
Jan 2013 - Present
View details
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Fund house & investment objective

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Fund house contact details

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