Sundaram Medium Duration Direct Plan Quarterly Reinvestment of Income Distr cum Capital Wtdrwl

debt

RETURNS (5 YEARS) 5.02%

RETURNS (5 YEARS) 5.02%

NAV ₹27.07

Sub-Type medium

Rating

Invest

Overview
Holdings
Manager

Returns

Timeframe

Fund(%)

1M

0.58%

3M

0.68%

6M

2.12%

1Y

5.94%

3Y

6.66%

5Y

5.02%

Fund Essentials

01 Jan 2013

Fund Started
₹35.08 Cr

AUM Fund Size
1.09%

Expense Ratio
₹250.0

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

6.48% Gs 2035 19.69%
7.0% Tamilnadu Sgs 2029 14.43%
7.44% Tamilnadu Sgs 2034 6.6%
6.79% Gs 2034 5.74%
Cholamandalam Investment And Finance Company Limited 5.68%
Power Finance Corporation Limited 5.66%
Muthoot Finance Limited 4.34%
Can Fin Homes Limited 2.87%
Small Industries Development Bank Of India 2.87%
Can Fin Homes Limited 2.87%

Dwijendra Srivastava

Manager
Sandeep Agarwal

Manager

SIP (monthly)
One-Time

Set monthly SIP amount (Min : 250.0)

Set monthly SIP date

Minimum amount to be invested is ₹250.0

Invest

Set amount (Min : 5000.0)

Invest

Risk-o-meter

Low