loader2

Jan 07, 2025


Category

Debt

AUM (Cr.)

44.54

Exit Load (%)

0.00

Min Inv Lumpsum

2,500,000

Expense Ratio

1.34

Sharpe Ratio

53.87

Beta Ratio

0.00

Fund Manager

Dwijendra Srivastava

Inception Date

Aug 19, 2003

Risk Level

Moderate

Investment Objective

To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments.

Invest Now
Created with Highcharts 10.3.23Jan4Jan5Jan6Jan7Jan75.0875.1275.1675.2075.2475.281W1M3M6M1Y5YMax

Return Calculator

Investment Type

SIP Lumpsum

Company

SIP Period(Year)

5115

Monthly Investment Amount

10 000 00020 00001 Cr

You would get 2,47,486.72 with a 5.78% Returns

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Medium Duration Fund - Inst (G) 0.36 3.29 6.47 4.17 4.03 6.2
Benchmark - Crisil Composite Bond Fund Index 0 0 0 0 0 0
Category Average - DEBT 0.69 4.04 8.21 6.42 6.08 6.85
Category Rank 5/10 2/10 7/10 4/10 10/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Aditya Birla SL Medium Term Plan (IDCW-Q) 12.7846 0.07 10.69 13.95 11.36 2,004.00 1.56 1,000.00 invest
SBI Magnum Medium Duration Fund (G) 49.2047 0.07 8.27 6.37 6.89 6,566.93 1.22 5,000.00 invest
Aditya Birla SL Medium Term Plan (G) 37.3768 0.07 10.70 13.95 11.36 2,004.00 1.56 1,000.00 invest
SBI Magnum Medium Duration Fund (IDCW) 19.0732 0.07 8.27 6.37 6.89 6,566.93 1.22 5,000.00 invest
Tata Medium Term Fund-Regular (IDCW) (SP 1) 1.0288 -0.11 0.00 0.00 0.00 2.15 0.00 5,000.00 invest

Asset Allocation

Created with Highcharts 10.3.2
Val (Cr.) Allocation (%)
Others0.821.84
Debt43.9598.72

Top sectors

AUM in Cr.

No Records Found

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Govt. Securities-GSEC2034 Jan 15, 2025 15.25 34.45 -0.39
Govt. Securities-GSEC2026 Jan 15, 2025 9.83 22.21 -0.01
Govt. Securities-GSEC2028 Jan 15, 2025 5.10 11.52 -0.15
Reverse Repo-TREPS Jan 15, 2025 4.92 11.12 -6.40
Govt. Securities-TAMIL NADU 2034 Jan 15, 2025 2.34 5.29 -0.21
Corporate Debts-Bharti Telecom Jan 15, 2025 2.01 4.54 -0.24
Govt. Securities-Gsec2029 Jan 15, 2025 1.01 2.28 -0.18
Corporate Debts-Can Fin Homes Jan 15, 2025 1.01 2.27 -0.02
Corporate Debts-Godrej Industrie Jan 15, 2025 1.00 2.26 -0.10
Corporate Debts-LIC Housing Fin. Jan 15, 2025 0.99 2.23 0.04

latest news

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 17 January 2025 as the record date for t...

Jan 14, 2025 09:20

Sundaram MF announces change in Fund Manager of the following scheme

Sundaram Mutual Fund has announced change in Fund Managers of the following...

Dec 18, 2024 12:30

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW)

Sundaram Mutual Fund has announced 19 December 2024 as the record date for ...

Dec 17, 2024 09:10

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 17 December 2024 as the record date for ...

Dec 13, 2024 09:25

Sundaram Mutual Fund announces IDCW under its scheme

Sundaram Mutual Fund has announced 11 December 2024 as the record date for ...

Dec 12, 2024 11:16

Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes

Sundaram Mutual Fund has announced 14 November 2024 as the record date for ...

Nov 12, 2024 09:37

SCHEME DETAILS

AMC Name : Sundaram Mutual Fund
Fund Name : Sundaram Medium Duration Fund - Inst (G)
Contact Persone : Dwijendra Srivastava
Registered Address : Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No : 044-2858 3362/3367
Fax No. : 044-2858 3156
Email : customerservices:sundarammutual.com
Website : www.sundarammutual.com