1M
6M
1Y
3Y
5Y
All
| NAV: 14 Jan 2025 | ₹73.90 |
| Min. SIP amount | ₹250 |
| Rating | 1 |
| Fund size | ₹43.20Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Debt Medium Duration
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 6.8% | 5.0% | 5.0% | 6.8% |
| Category average | 7.8% | 6.3% | 6.0% | NA |
| Rank with in category | 14 | 14 | 11 | NA |
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Peer Comparison
| Debt, Medium Duration funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Aditya Birla Sun Life Medium Term Plan Direct Growth | 5 | 11.0% | 14.6% | 1,920.74 |
Axis Strategic Bond Fund Direct Growth | 4 | 9.0% | 7.3% | 1,945.49 |
Kotak Medium Term Fund Direct Growth | 4 | 9.6% | 7.2% | 1,658.58 |
ICICI Prudential Medium Term Bond Fund Direct Plan Growth | 4 | 8.5% | 7.2% | 5,983.44 |
SBI Magnum Medium Duration Fund Direct Growth | 4 | 8.4% | 6.8% | 6,799.91 |
Holdings (9)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
GOI | Sovereign | GOI Sec | 34.38% |
GOI | Sovereign | GOI Sec | 22.08% |
GOI | Sovereign | GOI Sec | 11.46% |
Tamilnadu State | Others | SDL | 5.27% |
Bharti Telecom Ltd. | Communication | Debenture | 4.52% |
GOI | Sovereign | GOI Sec | 2.27% |
Can Fin Homes Ltd. | Financial | FRB | 2.26% |
Godrej Industries Ltd. | Consumer Staples | Debenture | 2.25% |
LIC Housing Finance Ltd. | Financial | Debenture | 2.21% |
Pros and cons
Category: Debt Medium Duration
Pros
Average credit rating of the fund's holdings: AAA
This fund has holdings of the highest quality
Cons
Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
Higher expense ratio: 1.34%
Low rating: 1
Expense ratio, exit load and tax
Expense ratio: 1.34%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 12 months.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹250 |
Fund management
Dwijendra SrivastavaJan 2013 - PresentView details
Dwijendra Srivastava
Jan 2013 - 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
Sandeep AgarwalJan 2013 - PresentView details
Sandeep Agarwal
Jan 2013 - 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
Fund house & investment objective
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
NAWebsite
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.comCompare funds
Sundaram Medium Duration Fund Direct Growth
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