NAV: 25 May 2022 | ₹12.98 |
Min. SIP amount | ₹250 |
Rating | 3 |
Fund size | ₹56.47Cr |
1Y | 3Y | 5Y | All | |
---|---|---|---|---|
Fund returns | 0.4% | 4.7% | 5.4% | 7.0% |
Category average | 6.2% | 5.4% | 6.5% | NA |
Rank with in category | 18 | 10 | 9 | NA |
Name | Sector | Instrument | Assets |
---|---|---|---|
GOI | Sovereign | GOI Sec | 16.5% |
GOI | Sovereign | GOI Sec | 16.5% |
Bank Of Baroda | Financial | Additional Tier 2 Bo | 8.8% |
Power Finance Corporation Ltd. | Financial | Debenture | 8.5% |
Housing & Urban Development Corporation Ltd. | Financial | NCD | 8.5% |
Chennai Petroleum Corporation Ltd. | Energy | Debenture | 8.3% |
GOI | Sovereign | GOI Sec | 8.2% |
GOI | Sovereign | GOI Sec | 8.2% |
GOI | Sovereign | GOI Sec | 6.5% |
Citi Corp Finance Ltd | Financial | Debenture | 5.0% |
Inclusive of GST
Nil
0.005% (from July 1st, 2020)
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Min. for 1st investment | ₹5,000 |
Min. for 2nd investment onwards | ₹500 |
Min. for SIP | ₹250 |
You can easily invest in Sundaram Medium Term Bond Fund Direct IDCW Yearly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
The Sundaram Medium Term Bond Fund Direct IDCW Yearly has been there from 02 Jan 2013 and the average annual returns provided by this fund is 0.41% since its inception.
The term
Expense Ratio used for Sundaram Medium Term Bond Fund Direct IDCW Yearly or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Sundaram Medium Term Bond Fund Direct IDCW Yearly is 1.11% as of 26 May 2022...
The AUM, short for Assets Under Management of Sundaram Medium Term Bond Fund Direct IDCW Yearly is ₹56.47Cr as of 26 May 2022.
If you want to sell your Sundaram Medium Term Bond Fund Direct IDCW Yearly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
The NAV of Sundaram Medium Term Bond Fund Direct IDCW Yearly is ₹12.98 as of 25 May 2022.