Open menu
Paytm Money logo
search-placeholder
search
Mutual Fund Details
search-placeholder
search
Sundaram Mutual Fund

Sundaram Medium Term Bond Fund Direct-Growth

NAV
returns change indicator
63.6452
as on 17 Sep 2021, 10:00 PM
0.0125(0.02%)
Last Change
loaderloader

Scheme Ratings

4
starstarstarstarstar
rated by Morningstar
3
starstarstarstarstar
rated by Value Research

Start SIP in this Mutual Fund

Min SIP Amount
250
Suggested Date
20th of Every Month

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,19,828
star
1,23,041
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
23,041
Profit (absolute return)
23.04%
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
1.52%
In the last 6 months
3.67%
In the last 1 year
4.58%
In the last 3 years
23.04%
In the last 5 years
38.98%
In the last 10 years
NA
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 Term Bond Fund Direct-Growth
Sundaram Medium Term Bond Fund Direct-Growth
as of 31 Aug 2021, 05:30 AM
69.83 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
1.14%
Expense Ratio
Plan
Growth
1.78%
Cash Holding
Benchmark
CRISIL Medium Term Debt Index
Scheme Document
Benchmark
CRISIL Medium Term Debt Index
Exit Load
No charges on withdrawal
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 Aug 2021
Sort By
Cash Holding
1.78%
1.24 Cr

Companies Holding in this Mutual Fund

as on 31 Aug 2021
Sort By
GOI
44.99%
31.42 Cr
Others
12.08%
8.44 Cr
Bank Of Baroda
7.33%
5.12 Cr
Power Finance Corporation Ltd.
7.19%
5.02 Cr
Indian Railway Finance Corporation Ltd.
7.15%
4.99 Cr
LIC Housing Finance Ltd.
7.12%
4.97 Cr
Housing & Urban Development Corporation Ltd.
7.10%
4.96 Cr
Housing Development Finance Corpn. Ltd.
7.04%
4.92 Cr

Instruments Holding in this Mutual Fund

as on 31 Aug 2021
NCD
36.51%
25.50 Cr
Debenture
35.78%
24.98 Cr
Perpetual Bond
14.86%
10.37 Cr
Additional Tier 1 Bo
12.31%
8.60 Cr
Repo
11.82%
8.25 Cr
Reverse Repo
9.37%
6.54 Cr
GOI Sec
7.66%
5.35 Cr
T-Bills
6.77%
4.73 Cr
Bonds/NCD
6.53%
4.56 Cr
Additional Tier 2 Bo
6.44%
4.50 Cr
View All
View All

About Sundaram Medium Term Bond Fund Direct-Growth

Sundaram Medium Term Bond Fund Direct-Growth is a Debt mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on 02 Jan 2013 and is currently managed by its fund managers Sandeep Agarwal and Dwijendra Srivastava. It has an AUM of ₹69.83 Crores and the latest NAV decalared is ₹63.645 as on 18 Sep 2021 at 2:08 pm.
Sundaram Medium Term Bond Fund Direct-Growth scheme return performance in last 1 year is 4.58%, in last 3 years is 23.04% and 90.90% since scheme launch. The min. SIP amount to invest in this scheme is ₹250.

Scheme Details

AUM:69.83 Cr
Category:Debt: Medium Duration
Launch Date:02 Jan 2013
Fund Type:Open-End

Scheme Objective

The scheme seeks to generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments.

AMC Information

Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
33,732.34 Cr
AUM
91
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237