Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Medium Term Bond Fund Direct Growth

Sundaram Medium Term Bond Fund Direct Growth

Debt
Medium Duration
Moderate Risk
6.93%
3Y annualised
+0.08% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Oct 2021₹63.63
Min. SIP amount₹250
Rating3star
Fund size₹67.86 Cr

Returns and rankings

Category: Debt Medium Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.4%6.9%6.5%7.6%
Category average6.2%5.4%6.5%NA
Rank with in category1888NA
Understand termsinfo

Holdings (11)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec14.7%
FinancialAdditional Tier 2 Bo7.9%
Indian Railway Finance Corporation Ltd.
FinancialDebenture7.8%
FinancialBonds7.8%
Power Finance Corporation Ltd.
FinancialDebenture7.7%
Housing & Urban Development Corporation Ltd.
FinancialNCD7.6%
FinancialNCD7.4%
FinancialDebenture7.4%
Chennai Petroleum Corporation Ltd.
EnergyDebenture7.3%
GOI
SovereignGOI Sec7.3%
See All

Pros and cons

info
Category: Debt Medium Duration
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Pros

3Y annualised returns higher than category average by 1.53%
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
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Cons

Lower AUM: 67Cr. Funds with lower AUM tend to have higher expense ratio
1Y and 5Y annualised returns lower than category average

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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