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Sundaram Mutual Fund

Sundaram Medium Duration Fund Direct-Growth

NAV
returns change indicator
71.1229
as on 14 Jun 2024, 10:12 PM
0.0143(0.02%)
Last Change
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Scheme Ratings

1
starstarstarstarstar
rated by Value Research

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,09,880
star
1,13,006
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
13,007
Profit (absolute return)
13.01%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
1.50%
In the last 6 months
3.76%
In the last 1 year
5.72%
In the last 3 years
13.01%
In the last 5 years
28.59%
In the last 10 years
91.60%
Absolute Returns
CAGR

Scheme Riskometer

low
low
low to moderate
low to moderate
moderate
moderate
moderately high
moderately high
high
high
very high
very high
indicator
Investors understand that their principal will be at moderate risk

Scheme Information

Sundaram Medium Duration Fund Direct-Growth
Sundaram Medium Duration Fund Direct-Growth
as of 31 May 2024, 05:30 AM
43.80 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
Exit load of 1%, if redeemed within 12 months.
1.25%
Expense Ratio
Plan
Growth
10.90%
Cash Holding
Benchmark
NIFTY Medium Duration Debt Index A-III
Scheme Document
Benchmark
NIFTY Medium Duration Debt Index A-III
Exit Load
Exit load of 1%, if redeemed within 12 months.
Scheme Document

Companies Holding in this Mutual Fund

as on 31 May 2024
Sort By
GOI
79.00%
34.60 Cr
Tamilnadu State
5.27%
2.31 Cr
Bharti Telecom Ltd.
2.28%
99.85 Lakh
Godrej Industries Ltd.
2.28%
99.85 Lakh
Others
11.17%
4.89 Cr

Instruments Holding in this Mutual Fund

as on 31 May 2024
GOI Sec
79.00%
34.60 Cr
Repo
9.85%
4.31 Cr
SDL
5.27%
2.31 Cr
Debenture
4.57%
2.00 Cr
Cash/NCA
1.05%
46.13 Lakh
Others
0.26%
11.39 Lakh

About Sundaram Medium Duration Fund Direct-Growth

Sundaram Medium Duration Fund Direct-Growth is a Debt mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers Sandeep Agarwal and Dwijendra Srivastava. It has an AUM of ₹43.80 Crores and the latest NAV decalared is ₹71.123 as on 15 Jun 2024 at 5:45 am.
Sundaram Medium Duration Fund Direct-Growth scheme return performance in last 1 year is 5.72%, in last 3 years is 13.01% and 113.33% since scheme launch. The min. SIP amount to invest in this scheme is ₹250.

Scheme Details

AUM:43.80 Cr
Category:Debt: Medium Duration
Launch Date:Invalid date
Fund Type:Open-End

AMC Information

Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
60,969.26 Cr
AUM
107
Schemes
Address
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237