How to Invest in Sundaram Medium Term Bond Fund Regular IDCW Quarterly?

You can easily invest in Sundaram Medium Term Bond Fund Regular IDCW Quarterly 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 Regular IDCW Quarterly 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 Regular IDCW Quarterly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Medium Term Bond Fund Regular IDCW Quarterly provide?

The Sundaram Medium Term Bond Fund Regular IDCW Quarterly has been there from 18 Dec 1997 and the average annual returns provided by this fund is 5.26% since its inception.

How much expense ratio is charged by Sundaram Medium Term Bond Fund Regular IDCW Quarterly?

The term Expense Ratio used for Sundaram Medium Term Bond Fund Regular IDCW Quarterly 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 Regular IDCW Quarterly is 2.17% as of 01 Oct 2023...

What is the AUM of Sundaram Medium Term Bond Fund Regular IDCW Quarterly?

The AUM, short for Assets Under Management of Sundaram Medium Term Bond Fund Regular IDCW Quarterly is ₹44.58Cr as of 01 Oct 2023.

How to Redeem Sundaram Medium Term Bond Fund Regular IDCW Quarterly?

If you want to sell your Sundaram Medium Term Bond Fund Regular IDCW Quarterly 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.

What is the PE and PB ratio of Sundaram Medium Term Bond Fund Regular IDCW Quarterly?

The PE ratio ratio of Sundaram Medium Term Bond Fund Regular IDCW Quarterly 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).

Sundaram Medium Term Bond Fund Regular IDCW Quarterly - NAV, Mutual Fund Performance & Portfolio

Sundaram Medium Term Bond Fund Regular IDCW Quarterly
Debt
Medium Duration
Moderate Risk
Payout
2.63%
3Y annualised
-0.11% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 29 Sep 2023₹12.50
Min. SIP amountNot Supported
Rating1
Fund size₹44.58Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Debt Medium Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.3%2.6%4.6%7.3%
Category average6.7%5.6%5.6%NA
Rank with in category161510NA
Understand terms
Holdings (4)NameSectorInstrumentAssets
GOI
SovereignGOI Sec32.3%
GOI
SovereignGOI Sec22.6%
GOI
SovereignGOI Sec21.7%
GOI
SovereignGOI Sec10.8%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
24 Sep 2023 - Present
2.17%
23 Sep 2023 - 24 Sep 2023
2.17%
22 Sep 2023 - 23 Sep 2023
2.17%
21 Sep 2023 - 22 Sep 2023
2.17%
20 Sep 2023 - 21 Sep 2023
2.17%
19 Sep 2023 - 20 Sep 2023
2.17%
18 Sep 2023 - 19 Sep 2023
2.17%
17 Sep 2023 - 18 Sep 2023
2.17%
16 Sep 2023 - 17 Sep 2023
2.17%
15 Sep 2023 - 16 Sep 2023
2.17%
14 Sep 2023 - 15 Sep 2023
2.17%
13 Sep 2023 - 14 Sep 2023
2.17%
12 Sep 2023 - 13 Sep 2023
2.17%
11 Sep 2023 - 12 Sep 2023
2.17%
10 Sep 2023 - 11 Sep 2023
2.17%
09 Sep 2023 - 10 Sep 2023
2.17%
08 Sep 2023 - 09 Sep 2023
2.17%
07 Sep 2023 - 08 Sep 2023
2.17%
06 Sep 2023 - 07 Sep 2023
2.17%
05 Sep 2023 - 06 Sep 2023
2.17%
04 Sep 2023 - 05 Sep 2023
2.17%
03 Sep 2023 - 04 Sep 2023
2.17%
02 Sep 2023 - 03 Sep 2023
2.17%
01 Sep 2023 - 02 Sep 2023
2.17%
31 Aug 2023 - 01 Sep 2023
2.17%
31 Jul 2023 - 31 Aug 2023
2.16%
30 Jun 2023 - 31 Jul 2023
2.17%
31 May 2023 - 30 Jun 2023
2.17%
30 Apr 2023 - 31 May 2023
2.17%
31 Mar 2023 - 30 Apr 2023
2.17%
28 Feb 2023 - 31 Mar 2023
2.15%
31 Jan 2023 - 28 Feb 2023
2.15%
31 Dec 2022 - 31 Jan 2023
2.15%
31 Dec 2022 - 31 Dec 2022
2.15%
30 Nov 2022 - 31 Dec 2022
2.15%
30 Nov 2022 - 30 Nov 2022
2.15%
30 Nov 2022 - 30 Nov 2022
2.15%
31 Oct 2022 - 30 Nov 2022
2.15%
31 Oct 2022 - 31 Oct 2022
2.15%
31 Oct 2022 - 31 Oct 2022
2.15%
30 Sep 2022 - 31 Oct 2022
2.15%
30 Sep 2022 - 30 Sep 2022
2.15%
30 Sep 2022 - 30 Sep 2022
2.15%
31 Aug 2022 - 30 Sep 2022
2.15%
31 Aug 2022 - 31 Aug 2022
2.15%
31 Jul 2022 - 31 Aug 2022
2.15%
31 Jul 2022 - 31 Jul 2022
2.15%
30 Jun 2022 - 31 Jul 2022
2.15%
30 Jun 2022 - 30 Jun 2022
2.15%
31 May 2022 - 30 Jun 2022
2.15%
31 May 2022 - 31 May 2022
2.15%
30 Apr 2022 - 31 May 2022
2.15%
30 Apr 2022 - 30 Apr 2022
2.15%
31 Mar 2022 - 30 Apr 2022
2.15%
31 Mar 2022 - 31 Mar 2022
2.15%
28 Feb 2022 - 31 Mar 2022
2.03%
28 Feb 2022 - 28 Feb 2022
2.03%
31 Jan 2022 - 28 Feb 2022
2.15%
31 Dec 2021 - 31 Jan 2022
2.15%
30 Nov 2021 - 31 Dec 2021
2.15%
31 Oct 2021 - 30 Nov 2021
2.15%
30 Sep 2021 - 31 Oct 2021
2.15%
31 Aug 2021 - 30 Sep 2021
2.15%
31 Jul 2021 - 31 Aug 2021
2.15%
30 Jun 2021 - 31 Jul 2021
2.15%
31 May 2021 - 30 Jun 2021
2.15%
30 Apr 2021 - 31 May 2021
2.15%
31 Mar 2021 - 30 Apr 2021
2.16%
28 Feb 2021 - 31 Mar 2021
2.18%
31 Jan 2021 - 28 Feb 2021
2.18%
31 Dec 2020 - 31 Jan 2021
2.18%
30 Nov 2020 - 31 Dec 2020
2.18%
31 Oct 2020 - 30 Nov 2020
2.18%
30 Sep 2020 - 31 Oct 2020
2.17%
31 Aug 2020 - 30 Sep 2020
2.18%
31 Jul 2020 - 31 Aug 2020
2.18%
30 Jun 2020 - 31 Jul 2020
2.18%
31 May 2020 - 30 Jun 2020
2.18%
30 Apr 2020 - 31 May 2020
2.16%
31 Mar 2020 - 30 Apr 2020
2.13%
29 Feb 2020 - 31 Mar 2020
2.16%
31 Jan 2020 - 29 Feb 2020
2.16%
31 Dec 2019 - 31 Jan 2020
2.16%
30 Nov 2019 - 31 Dec 2019
2.16%
31 Oct 2019 - 30 Nov 2019
2.17%
30 Sep 2019 - 31 Oct 2019
2.00%
31 Aug 2019 - 30 Sep 2019
2.00%
31 Jul 2019 - 31 Aug 2019
2.00%
30 Jun 2019 - 31 Jul 2019
2.00%
31 May 2019 - 30 Jun 2019
2.00%
30 Apr 2019 - 31 May 2019
2.01%
31 Mar 2019 - 30 Apr 2019
2.00%
28 Feb 2019 - 31 Mar 2019
2.01%
31 Jan 2019 - 28 Feb 2019
2.00%
31 Dec 2018 - 31 Jan 2019
2.00%
30 Nov 2018 - 31 Dec 2018
2.01%
31 Oct 2018 - 30 Nov 2018
2.01%
30 Sep 2018 - 31 Oct 2018
2.00%
31 Aug 2018 - 30 Sep 2018
2.01%
31 Jul 2018 - 31 Aug 2018
2.01%
30 Jun 2018 - 31 Jul 2018
2.00%
31 May 2018 - 30 Jun 2018
2.07%
30 Apr 2018 - 31 May 2018
2.00%
31 Mar 2018 - 30 Apr 2018
1.99%
28 Feb 2018 - 31 Mar 2018
1.97%
31 Jan 2018 - 28 Feb 2018
2.01%
31 Dec 2017 - 31 Jan 2018
2.01%
30 Nov 2017 - 31 Dec 2017
2.03%
31 Oct 2017 - 30 Nov 2017
2.10%
Expense ratio, exit load and taxExpense ratio: 2.17%Inclusive of GST
Exit loadExit load of 1%, if redeemed within 12 months.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementDwijendra Srivastava
Jul 2010 - 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
Sundaram Medium Term Bond Fund Regular IDCW Quarterly
Sundaram Medium Term Bond Fund Regular Growth
Sundaram Medium Term Bond Fund Regular Bonus
Sundaram Medium Term Bond Fund Regular IDCW Half Yearly
Sundaram Medium Term Bond Fund Regular IDCW Yearly
Sundaram Diversified Equity Fund IDCW
Sundaram Money Fund Growth
Sundaram Money Fund IDCW Quarterly
Sundaram Money Fund Daily IDCW
Sundaram Money Fund IDCW Weekly
Sundaram Money Fund IDCW Fortnightly
Sundaram Money Fund IDCW Monthly
Sundaram Banking & PSU Debt Fund Retail IDCW Monthly
Sundaram Banking & PSU Debt Fund Retail Growth
Sundaram Banking & PSU Debt Fund Regular IDCW Daily
Sundaram Banking & PSU Debt Fund Regular IDCW Weekly
Sundaram Banking & PSU Debt Fund Regular Growth
Sundaram Corporate Bond Fund Regular IDCW Monthly
Sundaram Corporate Bond Fund Regular IDCW Quarterly
Sundaram Corporate Bond Fund Regular IDCW Half Yearly
Sundaram Corporate Bond Fund Regular IDCW Yearly
Sundaram Corporate Bond Fund Regular Growth
Sundaram Banking & PSU Debt Fund Regular IDCW Monthly
Sundaram Short Term Debt Fund IDCW Quarterly
Sundaram Short Term Debt Fund IDCW Half Yearly
Sundaram Short Term Debt Fund IDCW Yearly
Sundaram Short Term Debt Fund Growth
Sundaram Short Term Debt Fund IDCW Weekly
Sundaram Short Term Debt Fund IDCW Fortnightly
Sundaram Short Term Debt Fund IDCW Monthly
Sundaram Diversified Equity Fund Growth
Sundaram Money Institutional Plan IDCW Daily
Sundaram Money Regular Plan IDCW Daily
Sundaram Money Regular Plan IDCW Quarterly
Sundaram Money Regular Plan IDCW Weekly
Sundaram Money Regular Plan IDCW Fortnightly
Sundaram Money Regular Plan IDCW Monthly
Sundaram Money Regular Growth
Sundaram Low Duration Fund (Ex)Retail Plan IDCW Weekly
Sundaram Low Duration Fund(Ex) Retail Plan IDCW Fortnightly
Sundaram Low Duration Fund(Ex) Retail Plan Monthly IDCW
Sundaram Low Duration Fund(Ex) Retail Plan IDCW Quarterly
Sundaram Low Duration Fund(Ex) Retail Plan IDCW Daily
Sundaram Low Duration Fund(Ex) Institutional Plan IDCW Daily
Sundaram Low Duration Fund(Ex) Regular Plan IDCW Weekly
Sundaram Low Duration Fund(Ex) Regular Plan IDCW Fortnightly
Sundaram Low Duration Fund(Ex) Regular Plan IDCW Quarterly
Sundaram Low Duration Fund(Ex) Institutional Plan IDCW Monthly
Sundaram Low Duration Fund (Ex)Regular Plan Growth
Sundaram Low Duration Fund(Ex) Retail Plan Growth
Sundaram Low Duration Fund(Ex) Regular Plan IDCW Daily
Sundaram Low Duration Fund(Ex) Regular Plan IDCW Monthly
Sundaram Fixed Income Interval Fund Quarterly Series Plan C Regular Growth
Sundaram Financial Services Opportunities Fund Regular IDCW
Sundaram Financial Services Opportunities Fund Regular Growth
Sundaram Financial Services Opportunities Fund Institutional IDCW
Sundaram Debt Oriented Hybrid Fund IDCW Monthly
Sundaram Debt Oriented Hybrid Fund Growth
Sundaram Debt Oriented Hybrid Fund IDCW Half Yearly
Sundaram Debt Oriented Hybrid Fund IDCW Quarterly
Sundaram Banking & PSU Debt Fund Regular Bonus
Sundaram Money Regular Bonus
Sundaram Low Duration Fund (Ex)Regular Plan Bonus
Sundaram Short Term Debt Fund Bonus
Sundaram Diversified Equity Fund Direct IDCW
Sundaram Diversified Equity Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct IDCW
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Corporate Bond Fund Direct Growth
Sundaram Corporate Bond Fund Direct IDCW Monthly
Sundaram Corporate Bond Fund Direct IDCW Half Yearly
Sundaram Banking & PSU Debt Fund Direct Growth
Sundaram Banking & PSU Debt Fund Direct IDCW Monthly
Sundaram Banking & PSU Debt Fund Direct IDCW Daily
Sundaram Banking & PSU Debt Fund Direct IDCW Weekly
Sundaram Banking & PSU Debt Fund Direct Bonus
Sundaram Corporate Bond Fund Direct IDCW Quarterly
Sundaram Corporate Bond Fund Direct IDCW Yearly
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Monthly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Quarterly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Half Yearly
Sundaram Short Term Debt Fund Direct Plan IDCW Weekly
Sundaram Short Term Debt Fund Direct Plan IDCW Quarterly
Sundaram Short Term Debt Fund Direct Plan Growth
Sundaram Short Term Debt Fund Direct Plan IDCW Fortnightly
Sundaram Short Term Debt Fund Direct Plan IDCW Monthly
Sundaram Short Term Debt Fund Direct Plan Bonus
Sundaram Short Term Debt Fund Direct Plan IDCW Half Yearly
Sundaram Medium Term Bond Fund Direct IDCW Quarterly
Sundaram Medium Term Bond Fund Direct IDCW Half Yearly
Sundaram Medium Term Bond Fund Direct Growth
Sundaram Medium Term Bond Fund Direct IDCW Yearly
Sundaram Low Duration Fund(Ex) Direct IDCW Weekly
Sundaram Low Duration Fund(Ex) Direct IDCW Quarterly
Sundaram Low Duration Fund(Ex) Direct IDCW Daily
Sundaram Low Duration Fund(Ex) Direct Growth
Sundaram Low Duration Fund(Ex) Direct IDCW Fortnightly
Sundaram Low Duration Fund(Ex) Direct IDCW Monthly
Sundaram Low Duration Fund(Ex) Direct Bonus
Sundaram Money Direct Growth
Sundaram Money Direct IDCW Monthly
Sundaram Money Direct IDCW Daily
Sundaram Money Direct IDCW Quarterly
Sundaram Money Direct Bonus
Sundaram Money Direct IDCW Weekly
Sundaram Money Direct IDCW Fortnightly
Sundaram Infrastructure Advantage Fund Regular IDCW
Sundaram Infrastructure Advantage Fund Direct IDCW
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Infrastructure Advantage Fund Regular Growth
Sundaram Long Term Tax Advantage Fund Series I Regular Growth
Sundaram Long Term Tax Advantage Fund Series I Regular IDCW
Sundaram Long Term Tax Advantage Fund Series I Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Direct IDCW
Sundaram Select Micro Cap Series VIII Direct IDCW
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Select Micro Cap Series VIII Regular IDCW
Sundaram Select Micro Cap Series VIII Regular Growth
Sundaram Select Micro Cap Series IX Direct IDCW
Sundaram Select Micro Cap Series IX Regular Growth
Sundaram Select Micro Cap Series IX Regular IDCW
Sundaram Long Term Tax Advantage Fund Series II Direct IDCW
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Regular IDCW
Sundaram Long Term Tax Advantage Fund Series II Regular Growth
Sundaram Select Micro Cap Series X Direct IDCW
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Select Micro Cap Series X Regular IDCW
Sundaram Select Micro Cap Series X Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth
Sundaram Money Unclaimed Redemption Upto 3 years
Sundaram Money Unclaimed Redemption Above 3 yrs
Sundaram Money Unclaimed IDCW Above 3 yrs
Sundaram Money Unclaimed IDCW Upto 3 yrs
Sundaram Select Micro Cap Series XI Regular Growth
Sundaram Select Micro Cap Series XI Regular IDCW
Sundaram Select Micro Cap Series XI Direct Growth
Sundaram Select Micro Cap Series XI Direct IDCW
Sundaram Select Micro Cap Series XII Regular Growth
Sundaram Select Micro Cap Series XII Regular IDCW
Sundaram Select Micro Cap Series XII Direct IDCW
Sundaram Select Micro Cap Series XII Direct Growth
Sundaram Value Fund Series VII Regular IDCW
Sundaram Value Fund Series VII Regular Growth
Sundaram Value Fund Series VII Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct IDCW
Sundaram Select Micro Cap Series XIV Regular Growth
Sundaram Select Micro Cap Series XIV Regular IDCW
Sundaram Select Micro Cap Series XIV Direct Growth
Sundaram Select Micro Cap Series XIV Direct IDCW
Sundaram Value Fund Series VIII Regular Growth
Sundaram Value Fund Series VIII Regular IDCW
Sundaram Value Fund Series VIII Direct IDCW
Sundaram Value Fund Series VIII Direct Growth
Sundaram Select Micro Cap Series XV Direct Growth
Sundaram Select Micro Cap Series XV Regular IDCW
Sundaram Select Micro Cap Series XV Regular Growth
Sundaram Select Micro Cap Series XV Direct IDCW
Sundaram Select Small Cap Series V Direct IDCW
Sundaram Select Small Cap Series V Direct Growth
Sundaram Select Small Cap Series V Regular IDCW
Sundaram Select Small Cap Series V Regular Growth
Sundaram Select Small Cap Series VI Regular IDCW
Sundaram Select Small Cap Series VI Direct Growth
Sundaram Select Small Cap Series VI Direct IDCW
Sundaram Select Small Cap Series VI Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct IDCW
Sundaram Select Micro Cap Series XVI Direct Growth
Sundaram Select Micro Cap Series XVI Regular IDCW
Sundaram Select Micro Cap Series XVI Regular Growth
Sundaram Select Micro Cap Series XVI Direct IDCW
Sundaram Select Micro Cap Series XVII Regular Growth
Sundaram Select Micro Cap Series XVII Regular IDCW
Sundaram Select Micro Cap Series XVII Direct Growth
Sundaram Select Micro Cap Series XVII Direct IDCW
Sundaram Value Fund Series IX Regular Growth
Sundaram Value Fund Series IX Regular IDCW
Sundaram Value Fund Series IX Direct Growth
Sundaram Value Fund Series IX Direct IDCW
Sundaram Value Fund Series X Regular Growth
Sundaram Value Fund Series X Regular IDCW
Sundaram Value Fund Series X Direct IDCW
Sundaram Value Fund Series X Direct Growth
Sundaram Long Term Tax Advantage Fund Series III Regular Growth
Sundaram Long Term Tax Advantage Fund Series III Regular IDCW
Sundaram Long Term Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Tax Advantage Fund Series III Direct IDCW
Sundaram Emerging Small Cap Series 1 Regular Growth
Sundaram Emerging Small Cap Series 1 Direct IDCW
Sundaram Emerging Small Cap Series 1 Direct Growth
Sundaram Emerging Small Cap Series 1 Regular IDCW
Sundaram Emerging Small Cap Series II Direct IDCW
Sundaram Emerging Small Cap Series II Regular IDCW
Sundaram Emerging Small Cap Series II Regular Growth
Sundaram Emerging Small Cap Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Regular Growth
Sundaram Long Term Tax Advantage Fund Series IV Regular IDCW
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct IDCW
Sundaram Emerging Small Cap Series III Regular IDCW
Sundaram Emerging Small Cap Series III Direct IDCW
Sundaram Emerging Small Cap Series III Regular Growth
Sundaram Emerging Small Cap Series III Direct Growth
Sundaram Emerging Small Cap Series IV Regular Growth
Sundaram Emerging Small Cap Series IV Regular IDCW
Sundaram Emerging Small Cap Series IV Direct IDCW
Sundaram Emerging Small Cap Series IV Direct Growth
Sundaram Multi Cap Fund Series I Direct IDCW
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series I Regular IDCW
Sundaram Multi Cap Fund Series I Regular Growth
Sundaram Multi Cap Fund Series II Regular Growth
Sundaram Multi Cap Fund Series II Regular IDCW
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Emerging Small Cap Series V Regular Growth
Sundaram Emerging Small Cap Series V Regular IDCW
Sundaram Emerging Small Cap Series V Direct Growth
Sundaram Emerging Small Cap Series V Direct IDCW
Sundaram Emerging Small Cap Series VI Regular Growth
Sundaram Emerging Small Cap Series VI Regular IDCW
Sundaram Emerging Small Cap Series VI Direct Growth
Sundaram Services Fund Direct Growth
Sundaram Services Fund Direct IDCW
Sundaram Services Fund Regular Growth
Sundaram Services Fund Regular IDCW
Sundaram Emerging Small Cap Series VII Regular IDCW
Sundaram Emerging Small Cap Series VII Regular Growth
Sundaram Emerging Small Cap Series VII Direct Growth
Sundaram Emerging Small Cap Series VII Direct IDCW
Sundaram Money Market Fund Regular Growth
Sundaram Money Market Fund Regular IDCW Daily
Sundaram Money Market Fund Regular IDCW Quarterly
Sundaram Money Market Fund Regular IDCW Weekly
Sundaram Money Market Fund Regular IDCW Fortnightly
Sundaram Money Market Fund Regular IDCW Monthly
Sundaram Money Market Fund Direct Growth
Sundaram Money Market Fund Direct IDCW Fortnightly
Sundaram Money Market Fund Direct IDCW Daily
Sundaram Money Market Fund Direct IDCW Weekly
Sundaram Money Market Fund Direct IDCW Monthly
Sundaram Money Market Fund Direct IDCW Quarterly
Sundaram Equity Savings Fund(Ex) Regular Growth
Sundaram Equity Savings Fund(Ex) Regular IDCW
Sundaram Equity Savings Fund(Ex) Direct Growth
Sundaram Equity Savings Fund(Ex) Direct IDCW
Sundaram Overnight Fund Regular IDCW Daily
Sundaram Overnight Fund Regular IDCW Weekly
Sundaram Overnight Fund Direct IDCW Weekly
Sundaram Overnight Fund Direct IDCW Fortnightly
Sundaram Overnight Fund Regular IDCW Fortnightly
Sundaram Overnight Fund Regular Growth
Sundaram Overnight Fund Regular IDCW Monthly
Sundaram Overnight Fund Direct IDCW Monthly
Sundaram Overnight Fund Direct Growth
Sundaram Overnight Fund Direct IDCW Daily
Sundaram Equity Fund Regular Growth
Sundaram Equity Fund Regular IDCW
Sundaram Equity Fund Direct Growth
Sundaram Equity Fund Direct IDCW
Sundaram Arbitrage Fund(Ex) Regular Growth
Sundaram Arbitrage Fund(Ex) Regular IDCW
Sundaram Arbitrage Fund(Ex) Direct IDCW
Sundaram Arbitrage Fund(Ex) Direct Growth
Sundaram Balanced Advantage Fund(Ex) Regular IDCW
Sundaram Balanced Advantage Fund(Ex) Regular Growth
Sundaram Balanced Advantage Fund(Ex) Direct Growth
Sundaram Balanced Advantage Fund(Ex) Direct IDCW
Sundaram Large Cap Fund Regular Growth
Sundaram Large Cap Fund Regular IDCW
Sundaram Large Cap Fund Direct Growth
Sundaram Large Cap Fund Direct IDCW
Sundaram Low Duration Fund Growth
Sundaram Low Duration Fund IDCW Monthly
Sundaram Low Duration Fund IDCW Daily
Sundaram Low Duration Fund Direct IDCW Daily
Sundaram Low Duration Fund Direct IDCW Monthly
Sundaram Low Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Growth
Sundaram Ultra Short Duration Fund IDCW Daily
Sundaram Ultra Short Duration Fund IDCW Monthly
Sundaram Ultra Short Duration Fund IDCW Weekly
Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct IDCW Monthly
Sundaram Arbitrage Fund Direct IDCW Monthly
Sundaram Arbitrage Fund Direct Growth
Sundaram Arbitrage Fund Regular IDCW Monthly
Sundaram Arbitrage Fund Regular Growth
Sundaram Short Duration Fund Growth
Sundaram Short Duration Fund IDCW Monthly
Sundaram Short Duration Fund Direct Growth
Sundaram Short Duration Fund Direct IDCW Monthly
Sundaram Aggressive Hybrid Fund Growth
Sundaram Aggressive Hybrid Fund IDCW Monthly
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct IDCW Monthly
Sundaram Liquid IDCW Daily
Sundaram Liquid IDCW Weekly
Sundaram Liquid IDCW Monthly
Sundaram Liquid Growth
Sundaram Liquid Direct IDCW Monthly
Sundaram Liquid Direct IDCW Daily
Sundaram Liquid Direct Growth
Sundaram Liquid Direct IDCW Weekly
Sundaram Equity Savings Fund Growth
Sundaram Equity Savings Fund IDCW Half Yearly
Sundaram Equity Savings Fund Direct IDCW Half Yearly
Sundaram Equity Savings Fund Direct IDCW Quarterly
Sundaram Equity Savings Fund Direct Growth
Sundaram Balanced Advantage Fund Growth
Sundaram Balanced Advantage Fund IDCW Monthly
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Balanced Advantage Fund Direct IDCW Monthly
Sundaram Ultra Short Duration Fund Direct IDCW Weekly
Sundaram Ultra Short Duration Fund Direct IDCW Fortnightly
Sundaram Ultra Short Duration Fund Direct IDCW Daily
Sundaram Ultra Short Duration Fund IDCW Fortnightly
Sundaram Ultra Short Duration Fund IDCW Quarterly
Sundaram Ultra Short Duration Fund Direct IDCW Quarterly
Sundaram Short Duration Fund Direct Bonus
Sundaram Short Duration Fund Direct IDCW Yearly
Sundaram Short Duration Fund Direct IDCW Fortnightly
Sundaram Short Duration Fund Direct IDCW Quarterly
Sundaram Short Duration Fund Direct IDCW Weekly
Sundaram Short Duration Fund IDCW Half Yearly
Sundaram Short Duration Fund IDCW Quarterly
Sundaram Short Duration Fund IDCW Weekly
Sundaram Short Duration Fund Direct IDCW Half Yearly
Sundaram Short Duration Fund IDCW Fortnightly
Sundaram Short Duration Fund IDCW Yearly
Sundaram Short Duration Fund Bonus
Sundaram Liquid Direct Bonus
Sundaram Liquid Direct IDCW Fortnightly
Sundaram Liquid IDCW Fortnightly
Sundaram Liquid IDCW Quarterly
Sundaram Liquid Bonus
Sundaram Liquid Direct IDCW Quarterly
Sundaram Low Duration Fund Bonus
Sundaram Low Duration Fund Direct IDCW Fortnightly
Sundaram Low Duration Fund Direct Bonus
Sundaram Low Duration Fund Direct IDCW Quarterly
Sundaram Low Duration Fund IDCW Fortnightly
Sundaram Low Duration Fund IDCW Quarterly
Sundaram Overnight Unclaimed Unclaimed Redemption Upto 3 yrs
Sundaram Overnight Unclaimed Unclaimed Redemption Above 3 yrs
Sundaram Overnight Unclaimed Unclaimed IDCW Above 3 yrs
Sundaram Overnight Unclaimed Unclaimed IDCW Upto 3 yrs
Sundaram Flexi Cap Fund Regular Growth
Sundaram Flexi Cap Fund Regular IDCW
Sundaram Flexi Cap Fund Direct Growth
Sundaram Flexi Cap Fund Direct IDCW
Sandeep Agarwal
Jun 2012 - 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
Sundaram Medium Term Bond Fund Regular IDCW Quarterly
Sundaram Medium Term Bond Fund Regular Growth
Sundaram Medium Term Bond Fund Regular Bonus
Sundaram Medium Term Bond Fund Regular IDCW Half Yearly
Sundaram Medium Term Bond Fund Regular IDCW Yearly
Sundaram Equity Hybrid Fund Regular Growth
Sundaram Banking & PSU Debt Fund Retail IDCW Monthly
Sundaram Banking & PSU Debt Fund Retail Growth
Sundaram Banking & PSU Debt Fund Regular IDCW Daily
Sundaram Banking & PSU Debt Fund Regular IDCW Weekly
Sundaram Banking & PSU Debt Fund Regular Growth
Sundaram Corporate Bond Fund Regular IDCW Monthly
Sundaram Corporate Bond Fund Regular IDCW Quarterly
Sundaram Corporate Bond Fund Regular IDCW Half Yearly
Sundaram Corporate Bond Fund Regular IDCW Yearly
Sundaram Corporate Bond Fund Regular Growth
Sundaram Banking & PSU Debt Fund Regular IDCW Monthly
Sundaram Equity Hybrid Fund Regular IDCW
Sundaram Short Term Credit Risk Fund IDCW
Sundaram Short Term Credit Risk Fund Growth
Sundaram Short Term Debt Fund IDCW Quarterly
Sundaram Short Term Debt Fund IDCW Half Yearly
Sundaram Short Term Debt Fund IDCW Yearly
Sundaram Short Term Debt Fund Growth
Sundaram Short Term Debt Fund IDCW Weekly
Sundaram Short Term Debt Fund IDCW Fortnightly
Sundaram Short Term Debt Fund IDCW Monthly
Sundaram Debt Oriented Hybrid Fund IDCW Monthly
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Sundaram Debt Oriented Hybrid Fund IDCW Quarterly
Sundaram Banking & PSU Debt Fund Regular Bonus
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Sundaram Equity Hybrid Fund Direct Growth
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Sundaram Corporate Bond Fund Direct Growth
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Sundaram Banking & PSU Debt Fund Direct Growth
Sundaram Banking & PSU Debt Fund Direct IDCW Monthly
Sundaram Banking & PSU Debt Fund Direct IDCW Daily
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Sundaram Banking & PSU Debt Fund Direct Bonus
Sundaram Corporate Bond Fund Direct IDCW Quarterly
Sundaram Corporate Bond Fund Direct IDCW Yearly
Sundaram Short Term Credit Risk Fund Direct Growth
Sundaram Short Term Credit Risk Fund Direct IDCW
Sundaram Debt Oriented Hybrid Fund Direct Plan Growth
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Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Quarterly
Sundaram Debt Oriented Hybrid Fund Direct Plan IDCW Half Yearly
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Sundaram Medium Term Bond Fund Direct IDCW Quarterly
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Sundaram Short Term Credit Risk Fund Direct IDCW Fortnightly
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Sundaram Short Term Credit Risk Fund IDCW Quarterly
Sundaram Short Term Credit Risk Fund IDCW Monthly
Sundaram Short Term Credit Risk Fund IDCW Half Yearly
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Sundaram Fixed Term Plan HS Regular Growth
Sundaram Fixed Term Plan IE Direct Growth
Sundaram Fixed Term Plan IE Regular Growth
Sundaram Fixed Term Plan IH Regular Growth
Sundaram Fixed Term Plan IJ Direct Growth
Sundaram Fixed Term Plan IK Direct Growth
Sundaram Money Market Fund Regular Growth
Sundaram Money Market Fund Regular IDCW Daily
Sundaram Money Market Fund Regular IDCW Quarterly
Sundaram Money Market Fund Regular IDCW Weekly
Sundaram Money Market Fund Regular IDCW Fortnightly
Sundaram Money Market Fund Regular IDCW Monthly
Sundaram Money Market Fund Direct Growth
Sundaram Money Market Fund Direct IDCW Fortnightly
Sundaram Money Market Fund Direct IDCW Daily
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Sundaram Money Market Fund Direct IDCW Quarterly
Sundaram Overnight Fund Regular IDCW Daily
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Sundaram Overnight Fund Regular IDCW Fortnightly
Sundaram Overnight Fund Regular Growth
Sundaram Overnight Fund Regular IDCW Monthly
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Sundaram Ultra Short Term Fund Regular Growth
Sundaram Ultra Short Term Fund Regular IDCW Fortnightly
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Sundaram Ultra Short Term Fund Direct IDCW Monthly
Sundaram Ultra Short Term Fund Regular IDCW Daily
Sundaram Ultra Short Term Fund Regular IDCW Monthly
Sundaram Ultra Short Term Fund Direct IDCW Weekly
Sundaram Ultra Short Term Fund Direct Growth
Sundaram Low Duration Fund Growth
Sundaram Low Duration Fund IDCW Monthly
Sundaram Low Duration Fund IDCW Daily
Sundaram Low Duration Fund Direct IDCW Daily
Sundaram Low Duration Fund Direct IDCW Monthly
Sundaram Low Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Growth
Sundaram Ultra Short Duration Fund IDCW Daily
Sundaram Ultra Short Duration Fund IDCW Monthly
Sundaram Ultra Short Duration Fund IDCW Weekly
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Sundaram Aggressive Hybrid Fund Growth
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Sundaram Liquid IDCW Daily
Sundaram Liquid IDCW Weekly
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Sundaram Liquid Growth
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Sundaram Liquid Direct Growth
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Sundaram Ultra Short Duration Fund Direct IDCW Weekly
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Sundaram Ultra Short Duration Fund IDCW Fortnightly
Sundaram Ultra Short Duration Fund IDCW Quarterly
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Sundaram Short Duration Fund Direct Bonus
Sundaram Short Duration Fund Direct IDCW Yearly
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Sundaram Short Duration Fund Direct IDCW Quarterly
Sundaram Short Duration Fund Direct IDCW Weekly
Sundaram Short Duration Fund IDCW Half Yearly
Sundaram Short Duration Fund IDCW Quarterly
Sundaram Short Duration Fund IDCW Weekly
Sundaram Short Duration Fund Direct IDCW Half Yearly
Sundaram Short Duration Fund IDCW Fortnightly
Sundaram Short Duration Fund IDCW Yearly
Sundaram Short Duration Fund Bonus
Sundaram Liquid Direct Bonus
Sundaram Liquid Direct IDCW Fortnightly
Sundaram Liquid IDCW Fortnightly
Sundaram Liquid IDCW Quarterly
Sundaram Liquid Bonus
Sundaram Liquid Direct IDCW Quarterly
Sundaram Low Duration Fund Bonus
Sundaram Low Duration Fund Direct IDCW Fortnightly
Sundaram Low Duration Fund Direct Bonus
Sundaram Low Duration Fund Direct IDCW Quarterly
Sundaram Low Duration Fund IDCW Fortnightly
Sundaram Low Duration Fund IDCW Quarterly
Sundaram Overnight Unclaimed Unclaimed Redemption Upto 3 yrs
Sundaram Overnight Unclaimed Unclaimed Redemption Above 3 yrs
Sundaram Overnight Unclaimed Unclaimed IDCW Above 3 yrs
Sundaram Overnight Unclaimed Unclaimed IDCW Upto 3 yrs
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹49,560.45Cr
Date of Incorporation26 Feb 1996
 Sundaram Medium Term Bond Fund Regular IDCW Quarterly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Dwijendra Srivastava, Sandeep Agarwal is the Current Fund Manager of Sundaram Medium Term Bond Fund Regular IDCW Quarterly fund. The fund currently has an Asset Under Management(AUM) of ₹49,560 Cr and the Latest NAV as of 29 Sep 2023 is ₹12.50.
The Sundaram Medium Term Bond Fund Regular IDCW Quarterly is rated Moderate risk. Minimum SIP Investment is set to ₹250. Exit load of 1%, if redeemed within 12 months.
;
Investment ObjectiveThe scheme seeks to generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments.
;
Fund benchmarkNIFTY Medium Duration Debt Index C-III
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor,Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Website
www.sundarammutual.com
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,
Email
[email protected]
Website
www.karvymfs.com
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Sundaram Medium Term Bond Fund Regular IDCW Quarterly
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	1Y	3Y	5Y	All
Fund returns	5.3%	2.6%	4.6%	7.3%
Category average	6.7%	5.6%	5.6%	NA
Rank with in category	16	15	10	NA

Name	Sector	Instrument	Assets
GOI	Sovereign	GOI Sec	32.3%
GOI	Sovereign	GOI Sec	22.6%
GOI	Sovereign	GOI Sec	21.7%
GOI	Sovereign	GOI Sec	10.8%

Rank (total assets)	#17 in India
Total AUM	₹49,560.45Cr

Date of Incorporation	26 Feb 1996

Fund benchmark	NIFTY Medium Duration Debt Index C-III

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	1
Fund size	₹44.58Cr

Sundaram Medium Term Bond Fund Regular IDCW Quarterly

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Holdings (4)

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Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 2.17%

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Fund management

Dwijendra SrivastavaJul 2010 - PresentView details

Sandeep AgarwalJun 2012 - PresentView details

Fund house & investment objective

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Dwijendra Srivastava
Jul 2010 - Present
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Sandeep Agarwal
Jun 2012 - Present
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