Sundaram Medium Duration Fund Direct Growth

Debt
Medium Duration
Moderate Risk
4.07%
3Y annualised
-0.15% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Apr 2024₹70.06
Min. SIP amount₹250
Rating1
Fund size₹44.10Cr

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
1Y3Y5YAll
Fund returns5.5%4.1%5.2%6.8%
Category average6.4%5.7%5.5%NA
Rank with in category161511NA
Understand terms

Holdings (6)

NameSectorInstrumentAssets
SovereignGOI Sec34.30%
SovereignGOI Sec32.97%
GOI
SovereignGOI Sec11.02%
Tamilnadu State
OthersSDL5.25%
Godrej Industries Ltd.
Consumer StaplesDebenture2.27%
Bharti Telecom Ltd.
CommunicationDebenture2.27%

Pros and cons

Category: Debt Medium Duration

Pros

Cons

Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
Higher expense ratio: 1.25%
Low rating: 1

Expense ratio, exit load and tax

Expense ratio: 1.25%

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 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

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
NA
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,

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