Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth
Category: Debt: Medium Duration
Launch Date: 18-12-1997
AUM:
₹ 42.15 Cr
Expense Ratio
1.83%
Benchmark
Nifty Medium Duration Debt Index A-III
ISIN
INF903J01FQ2
Minimum Investment
5000.0
Minimum Topup
500.0
Minimum SIP Amount
250
Fund Manager
FM1 - Mr. Dwijendra Srivastava, FM2- Mr. Sandeep Agarwal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth | 6.15 | 6.11 | 3.94 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
69.9148
Last change
0.03 (0.0479%)
Fund Size (AUM)
₹ 42.15 Cr
Performance
7.23% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.
Fund Manager
FM1 - Mr. Dwijendra Srivastava, FM2- Mr. Sandeep Agarwal
Riskometer
Moderate
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| 7.10% Central Government Securities 08/04/2034 | 34.18 |
| 7.37% Government Securities-23/10/2028 | 12.33 |
| TREPS | 7.87 |
| 7.44% Tamil Nadu State Government Securities -20/03/2034 | 5.53 |
| Bharti Telecom Ltd - 8.9% - 04/12/2025 | 4.76 |
| Cholamandalam Investment and Finance Company Ltd - 7.38% - 28/05/2027 | 4.74 |
| Power Finance Corporation Ltd - 6.61% - 15/07/2028 | 4.73 |
| 6.33% Central Government Securities 05/05/2035 | 4.66 |
| Muthoot Finance Ltd - 8.65% - 31/01/2028 | 3.61 |
| Cash and Other Net Current Assets | 2.9 |
Sector Allocation
| Sector | Holdings (%) |
|---|
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Sundaram Medium Duration Reg Gr | 3.94 |
| ABSL Medium Term Gr Reg | 12.54 |
| Nippon India Medium Duration Fund Gr | 8.99 |
| ICICI Pru Medium Term Bond Gr | 6.78 |
| Kotak Medium Term Gr | 6.49 |
| Axis Strategic Bond Reg Gr | 6.76 |
| HSBC Medium Duration Fund Reg Gr | 6.32 |
| DSP Bond Gr | 5.88 |
| SBI Magnum Medium Duration Reg Gr | 6.12 |
| HDFC Medium Term Debt Gr | 6.22 |