Sundaram Medium Term Bond Fund Regular Growth+0.10%

3Groww
9.35%
1 Year Return
Debt
Medium Duration
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Medium Term Bond Fund Regular Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio2.17%
NAV54.46 (21 Nov 2019)
Fund Started18 Dec 1997
Fund Size83 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Medium Term Bond Fund Regular Growth
9.3%
5.6%
7.3%
8.0%
Category Average
5.5%
6.0%
7.5%
-
Rank within category
5
9
9
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 9.3% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 1Y Returns are higher than the benchmark
    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. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec12.7%
    Housing Development Finance Corpn. Ltd.FinancialDebenture7.5%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture6.3%
    Housing & Urban Development Corpn. Ltd.FinancialNCD6.3%
    Bank Of BarodaFinancialNCD6.3%
    State Bank of IndiaFinancialNCD6.3%
    Hindalco Industries Ltd.MetalsBonds/NCD6.3%
    LIC Housing Finance Ltd.FinancialNCD6.1%
    Uttar Pradesh Power Corporation LtdEngineeringDebenture6.0%
    Axis Bank Ltd.FinancialBonds6.0%
    See All

    Fund Managers

    addDwijendra Srivastava
    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.
    Funds Managed
    addSandeep Agarwal
    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.
    Funds Managed

    Other Details

    Sundaram Medium Term Bond Fund Regular Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 18 Dec 1997. Dwijendra Srivastava, Sandeep Agarwal is the Current Fund Manager of Sundaram Medium Term Bond Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹83 Cr and the Latest NAV as of 21 Nov 2019 is ₹54.46.

    The Sundaram Medium Term Bond Fund Regular Growth is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    The Fund seeks to earn regular income by investing primarily in fixed income securities, which may be paid as dividend or reinvested at the option of the investor. A secondary objective is to attempt to keep the value of its units reasonable stable.

    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)

    ₹5000
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    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
    25 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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