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

Sundaram Medium Term Bond Fund Regular Growth

Debt
Medium Duration
Moderate Risk
3.62%
1Y return
+0.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Sep 2021₹59.05
Min. SIP amountNA
Rating3star
Fund size₹69.83 Cr

Returns and rankings

Category: Debt Medium Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.6%6.2%5.8%7.8%
Category average6.2%5.4%6.5%NA
Rank with in category2088NA
Understand termsinfo

Holdings (12)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec14.3%
FinancialAdditional Tier 2 Bo7.7%
GOI
SovereignGOI Sec7.6%
Indian Railway Finance Corporation Ltd.
FinancialDebenture7.5%
GOI
SovereignCGL7.5%
Power Finance Corporation Ltd.
FinancialDebenture7.5%
FinancialDebenture7.4%
Housing & Urban Development Corporation Ltd.
FinancialNCD7.4%
GOI
SovereignGOI Sec7.2%
Chennai Petroleum Corporation Ltd.
EnergyDebenture7.1%
See All

Pros and cons

info
Category: Debt Medium Duration
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Pros

Age is more than 10 years
3Y Returns are higher than the category average returns
Exit load is zero
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Cons

Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
Higher expense ratio - 2.15%
1Y Returns are lower than the category average returns
5Y Returns are lower than the category average returns
10Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.15%

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 investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Dwijendra Srivastava
Jul 2010 - Present
View details
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Sandeep Agarwal
Jun 2012 - Present
View details
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Fund house & investment objective

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Fund house contact details

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