Sundaram Medium Duration Fund Direct IDCW Half Yearly

Debt
Medium Duration
Moderate Risk
+7.04%
3Y annualised
+0.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: NA
NA
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹43.26Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (13)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec36.25%
GOI
SovereignGOI Sec12.05%
SovereignGOI Sec11.57%
Tamilnadu State
OthersSDL5.56%
Bharti Telecom Ltd.
CommunicationDebenture4.65%
FinancialDebenture4.61%
Power Finance Corporation Ltd.
FinancialBonds4.61%
Muthoot Finance Ltd.
FinancialDebenture3.51%
GOI
SovereignGOI Sec2.39%
Godrej Industries Ltd.
Consumer StaplesDebenture2.34%
Can Fin Homes Ltd.
FinancialDebenture2.34%
Can Fin Homes Ltd.
FinancialFRB2.34%
HDB Financial Services Ltd.
FinancialDebenture2.32%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Debt Medium Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns8.4%7.0%5.1%7.0%
Category average8.1%7.7%6.8%NA
Rank with in category131312NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 1.39%

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.

Understand terms
Check past data

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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