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Sundaram Medium Term Bond Fund Regular Bonus-0.01%

5.28%
1 Year Return
Debt
Medium Duration
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Medium Term Bond Fund Regular Bonus

RiskModerate
Min SIP AmountNot Supported
Expense Ratio2.18%
NAV₹19.75 (25 Jan 2021)
Fund Started07 Mar 2003
Fund Size87 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
5.3%
6.2%
7.1%
7.5%
Category Average
6.7%
6.3%
7.1%
-
Rank Within Category
16
9
9
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 5.3% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Age is more than 10 years
3. 1Y Returns are higher than the category average returns
4. 3Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. Risk is higher compared to the benchmark
4. Higher expense ratio
5. 1Y Returns are lower than the benchmark
6. 3Y Returns are lower than the benchmark
7. 5Y Returns are lower than the benchmark
8. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
9. Risk-adjusted returns are lower compared to the category
10. Higher expense ratio - 2.18%
11. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
GOISovereignGOI Sec11.5%
GOISovereignGOI Sec9.2%
GOISovereignGOI Sec8.7%
GOISovereignGOI Sec6.3%
Bank Of BarodaFinancialNCD6.3%
Indian Railway Finance Corpn. Ltd.FinancialDebenture6.2%
Power Finance Corpn. Ltd.FinancialDebenture6.1%
LIC Housing Finance Ltd.FinancialDebenture6.1%
Housing Development Finance Corpn. Ltd.FinancialDebenture6.0%
Reserve Bank of IndiaFinancialT-Bills5.7%
See All

Fund Managers

Dwijendra Srivastava
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Sandeep Agarwal
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Sundaram Medium Term Bond Fund Regular Bonus Details

Sundaram Medium Term Bond Fund Regular Bonus is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 07 Mar 2003. Dwijendra Srivastava, Sandeep Agarwal is the Current Fund Manager of Sundaram Medium Term Bond Fund Regular Bonus fund.The fund currently has an Asset Under Management(AUM) of ₹87 Cr and the Latest NAV as of 25 Jan 2021 is ₹19.75.

The Sundaram Medium Term Bond Fund Regular Bonus is rated Moderate risk. Minimum SIP Investment is set to 500. For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.

Investment Objective

The scheme seeks to generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments.

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)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
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
26 Feb 1996
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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