| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹250 |
| Expense Ratio | 1.33% |
| NAV | ₹13.44 (10 Jul 2020) |
|---|---|
| Fund Started | 22 Jan 2013 |
| Fund Size | ₹73 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 10.4% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 7.7% |
| State Bank of India | Financial | NCD | 7.3% |
| Bank Of Baroda | Financial | NCD | 7.3% |
| National Housing Bank | Financial | NCD | 7.2% |
| Indian Railway Finance Corpn. Ltd. | Financial | Debenture | 7.2% |
| National Thermal Power Corp. Ltd. | Energy | NCD | 7.2% |
| Power Finance Corpn. Ltd. | Financial | Debenture | 7.1% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 7.1% |
| LIC Housing Finance Ltd. | Financial | NCD | 7.0% |
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 10 Jul 2020 is ₹13.44.
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 Fund seeks 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 reasonable stable.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.