Sundaram Medium Duration Fund Direct-Growth

NAV

₹72.8734

as on 19 Sep 2024, 11:41 PM

₹0.0783(0.11%)

Last Change

Scheme Information

Sundaram Medium Duration Fund Direct-Growth

as of 31 Aug 2024, 05:30 AM

₹43.05 Cr

1.26%

14.93%

Scheme Asset Size
Expense Ratio
Cash Holding
Fund Type

Open-End

Plan

Growth

Exit Load

Exit load of 1%, if redeemed within 12 months.

Benchmark

NIFTY Medium Duration Debt Index A-III

Scheme Document

View

Sectors Holding in this Mutual Fund

Cash Holding

14.93%

₹6.43 Cr

Others

85.07%

₹36.62 Cr

Cash Holding

14.93%

₹6.43 Cr

Others

85.07%

₹36.62 Cr

GOI

70.51%

₹30.35 Cr

Tamilnadu State

5.50%

₹2.37 Cr

Bharti Telecom Ltd.

2.38%

₹1.02 Cr

Godrej Industries Ltd.

2.37%

₹1.02 Cr

Others

19.24%

₹8.28 Cr

GOI

70.51%

₹30.35 Cr

Tamilnadu State

5.50%

₹2.37 Cr

Bharti Telecom Ltd.

2.38%

₹1.02 Cr

Godrej Industries Ltd.

2.37%

₹1.02 Cr

Others

19.24%

₹8.28 Cr

Funds in this Category

This fund's returns: 4.58%

Aditya Birla Sun Life Medium Term Plan Direct-Growth

Min. Investment

₹1000

13.63

Category Returns

4.58%

13.63%

3Y Returns

13.63 %

Axis Strategic Bond Fund Direct-Growth

Min. Investment

₹100

6.90

Category Returns

4.58%

13.63%

3Y Returns

6.90 %

UTI Medium Duration Fund Direct-Growth

Min. Investment

₹500

6.79

Category Returns

4.58%

13.63%

3Y Returns

6.79 %

About Sundaram Medium Duration Fund Direct-Growth

Sundaram Medium Duration Fund Direct-Growth scheme return performance in last 1 year is 7.38%, in last 3 years is 14.38% and 118.58% since scheme launch. The min. SIP amount to invest in this scheme is ₹250.

Scheme Details

AUM:43.05 Cr
Category:Debt: Medium Duration
Launch Date:Invalid date
Fund Type:Open-End

AMC Information

Sundaram Mutual Fund

67,442.81 Cr
AUM
102
Schemes

Address

Address
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237

Investment Performance

₹ 1,00,000

would have given a return of

₹1,10,871

₹1,21,647

₹1,11,247

₹1,14,375

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

Profit (absolute return)

₹14,376

14.38%

Investment Returns

In the last 3 months
2.35%
In the last 6 months
3.96%
In the last 1 year
7.38%
In the last 3 years
14.38%
In the last 5 years
28.13%
In the last 10 years
93.46%

Scheme Riskometer

Investors understand that their principal will be at moderate risk

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