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Sundaram Medium Term Bond Fund Direct Growth

Debt
Medium Duration
Moderate Risk
4.63%
3Y annualised
+0.11% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 May 2022₹62.91
Min. SIP amount₹250
Rating3
Fund size₹56.47Cr

Returns and rankings

Category: Debt Medium Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns0.3%4.6%5.4%7.0%
Category average6.2%5.4%6.5%NA
Rank with in category18109NA
Understand terms

Holdings (10)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec16.5%
GOI
SovereignGOI Sec16.5%
Bank Of BarodaFinancialAdditional Tier 2 Bo8.8%
Power Finance Corporation Ltd.FinancialDebenture8.5%
Housing & Urban Development Corporation Ltd.FinancialNCD8.5%
Chennai Petroleum Corporation Ltd.EnergyDebenture8.3%
GOI
SovereignGOI Sec8.2%
GOI
SovereignGOI Sec8.2%
GOI
SovereignGOI Sec6.5%
Citi Corp Finance Ltd
FinancialDebenture5.0%
See All

Pros and cons

Category: Debt Medium Duration

Pros

Exit load is zero
Lower expense ratio: 1.14%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Cons

Lower AUM: 59Cr. Funds with lower AUM tend to have higher expense ratio
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y

Expense ratio, exit load and tax

Expense ratio: 1.11%

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 terms
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

Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes

Sandeep Agarwal
Jan 2013 - Present
View details

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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Amc Image
Sundaram Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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FAQs

How to Invest in Sundaram Medium Term Bond Fund Direct Growth?

You can easily invest in Sundaram Medium Term Bond Fund Direct Growth 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:

  • Log on to your Groww account
  • Search for Sundaram Medium Term Bond Fund Direct Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Sundaram Medium Term Bond Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Medium Term Bond Fund Direct Growth provide?

The Sundaram Medium Term Bond Fund Direct Growth has been there from 02 Jan 2013 and the average annual returns provided by this fund is 0.35% since its inception.

How much expense ratio is charged by Sundaram Medium Term Bond Fund Direct Growth?

The term Expense Ratio used for Sundaram Medium Term Bond Fund Direct Growth 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 Growth is 1.11% as of 25 May 2022...

What is the AUM of Sundaram Medium Term Bond Fund Direct Growth?

The AUM, short for Assets Under Management of Sundaram Medium Term Bond Fund Direct Growth is ₹56.47Cr as of 25 May 2022.

How to Redeem Sundaram Medium Term Bond Fund Direct Growth?

If you want to sell your Sundaram Medium Term Bond Fund Direct Growth 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.

Can I invest in SIP and Lump Sum of Sundaram Medium Term Bond Fund Direct Growth?

You can select either SIP or Lumpsum investment of Sundaram Medium Term Bond Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Sundaram Medium Term Bond Fund Direct Growth?

The NAV of Sundaram Medium Term Bond Fund Direct Growth is ₹62.91 as of 24 May 2022.

What is the PE and PB ratio of Sundaram Medium Term Bond Fund Direct Growth?

The PE ratio ratio of Sundaram Medium Term Bond Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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