Sundaram Med Duration Dir Growth

debt

RETURNS (5 YEARS) 4.88%

RETURNS (5 YEARS) 4.88%

NAV ₹78.25

Sub-Type medium

Rating

Invest

Overview
Holdings
Manager

Returns

Timeframe

Fund(%)

1M

0.54%

3M

0.87%

6M

2.24%

1Y

7.07%

3Y

6.85%

5Y

4.88%

Fund Essentials

01 Jan 2013

Fund Started
₹42.15 Cr

AUM Fund Size
1.09%

Expense Ratio
₹1000

Min SIP Amount
Low

Fund Risk
1.0% if redeemed within 0-12 months

0% if redeemed after 12 months

Exit Load

Top 10 Holdings

7.1% Govt Stock 2034 34.28%
Tamil Nadu (Government of) 7% 11.95%
7.44% Tamil Nadu State Government Securities -20/03/2034 5.56%
Cholamandalam Investment And Finance Company Limited 4.73%
Power Finance Corporation Limited 4.72%
6.33% Govt Stock 2035 4.67%
Muthoot Finance Limited 3.61%
Small Industries Development Bank Of India 2.41%
Can Fin Homes Limited 2.39%
Can Fin Homes Limited 2.39%

Dwijendra Srivastava

Manager
Sandeep Agarwal

Manager

SIP (monthly)
One-Time

Set monthly SIP amount (Min : 1000)

Set monthly SIP date

Minimum amount to be invested is ₹1000

Invest

Set amount (Min : 5000)

Invest

Risk-o-meter

Low