Item: Sundaram Medium Duration - Direct Plan - Growth Option
Rating: 2
Author: Morningstar

Home › Mutual Funds › Sundaram Mutual Fund › Sundaram Medium Duration - Direct Plan - Growth Option

72.507 (0.046%)

NAV on September 09, 2024

Category Fixed income:
Medium Duration

Interest rate sensitivity
Credit quality

Moderate Sensitivity High Quality

Total Assets 43 cr

Turnover Ratio 78.32%

Expense Ratio 1.26%

Exit Load 1.00%if redeemed within
12 Months0.00%if redeemed after 12 Months

Returns

Min Investment 5,000

Buy Now Start SIP

Fund Manager Dwijendra Srivastava (Since about 14 years) Sandeep Agarwal (Since over 12 years)

ISIN INF903J01PO6

Fund Family Sundaram

Launch Date January 01, 2013

Benchmark Nifty Medium Duration Debt TR INR

Avg. Maturity 4.77 years

Yield To Maturity (%) 7.00%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Kotak Medium Term Direct Growth	23.419	10.06%	1,709 cr	0.66%	Average
Axis Strategic Bond Fund Direct Growth Option	28.529	9.00%	1,944 cr	0.42%	Below Average
ICICI Prudential Medium Term Bond Fund Direct Plan Growth	45.628	8.41%	6,033 cr	0.74%	Low
SBI Magnum Medium Duration Fund Direct Growth	51.519	8.23%	6,195 cr	0.69%	Below Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Axis Strategic Bond Fund Direct Growth Option	28.529	9.00%	1,944 cr	0.42%	Below Average
HSBC Medium Duration Fund Direct Growth	20.696	8.57%	812 cr	0.4%	Below Average
HDFC Medium Term Debt Fund Direct Plan Growth Option	56.963	8.49%	4,100 cr	0.6%	Below Average
UTI Medium Duration Fund - Direct Plan - Growth Option	18.302	7.93%	40 cr	0.94%	Above Average