| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹250 |
| Expense Ratio | 2.18% |
| NAV | ₹12.57 (23 Oct 2020) |
|---|---|
| Fund Started | 18 Dec 1997 |
| Fund Size | ₹74 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 9.3% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 7.6% |
| Bank Of Baroda | Financial | NCD | 7.3% |
| State Bank of India | Financial | NCD | 7.3% |
| National Housing Bank | Financial | NCD | 7.2% |
| Power Finance Corpn. Ltd. | Financial | Debenture | 7.2% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 7.1% |
| Indian Railway Finance Corpn. Ltd. | Financial | Debenture | 7.1% |
| LIC Housing Finance Ltd. | Financial | Debenture | 7.1% |
| Reserve Bank of India | Financial | T-Bills | 6.8% |
Sundaram Medium Term Bond Fund Regular Dividend Quarterly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 18 Dec 1997. Dwijendra Srivastava, Sandeep Agarwal is the Current Fund Manager of Sundaram Medium Term Bond Fund Regular Dividend Quarterly fund.The fund currently has an Asset Under Management(AUM) of ₹74 Cr and the Latest NAV as of 23 Oct 2020 is ₹12.57.
The Sundaram Medium Term Bond Fund Regular Dividend Quarterly 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 scheme seeks to generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.