Sundaram Medium Term Bond Fund Direct Growth+0.10%

3Groww
9.34%
1 Year Return
Debt
Medium Duration
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Medium Term Bond Fund Direct Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio1.27%
NAV56.8 (22 Aug 2019)
Fund Started02 Jan 2013
Fund Size90 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Medium Term Bond Fund Direct Growth
9.3%
7.8%
8.7%
8.3%
Category Average
5.1%
6.3%
7.7%
-
Rank within category
5
7
8
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 9.3% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    2. 3Y Returns are higher than the benchmark
    3. 5Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec7.0%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture5.9%
    Hindalco Industries Ltd.MetalsBonds/NCD5.7%
    Bharat Petroleum Corpn. Ltd.EnergyDebenture5.7%
    Housing & Urban Development Corpn. Ltd.FinancialNCD5.7%
    Housing Development Finance Corpn. Ltd.FinancialDebenture5.6%
    State Bank of IndiaFinancialNCD5.6%
    Bank Of BarodaFinancialNCD5.6%
    LIC Housing Finance Ltd.FinancialNCD5.6%
    Uttar Pradesh Power Corporation LtdEngineeringDebenture5.5%
    See All

    Fund Managers

    addDwijendra Srivastava
    Education
    Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
    Funds Managed
    addSandeep Agarwal
    Education
    Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
    Funds Managed

    Other Details

    Sundaram Medium Term Bond Fund Direct Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 02 Jan 2013. Dwijendra Srivastava, Sandeep Agarwal is the Current Fund Manager of Sundaram Medium Term Bond Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹90 Cr and the Latest NAV as of 22 Aug 2019 is ₹56.8.

    The Sundaram Medium Term Bond Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    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.

    Tax Implications

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

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    25 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Sundaram
    Address
    No. 23, Cathedral Garden Road Nungambakkam
    Email
    NA
    Website
    NA
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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