Item: Sundaram Medium Duration - Direct Plan - Growth Option
Rating: 3
Author: Morningstar

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

71.827 (0.089%)

NAV on July 26, 2024

Category Fixed income:
Medium Duration

Interest rate sensitivity
Credit quality

Moderate Sensitivity High Quality

Total Assets 42 cr

Turnover Ratio 58.00%

Expense Ratio 1.25%

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 about 12 years)

ISIN INF903J01PO6

Fund Family Sundaram

Launch Date January 01, 2013

Benchmark Nifty Medium Duration Debt TR INR

Avg. Maturity 4.84 years

Yield To Maturity (%) 7.14%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Kotak Medium Term Direct Growth	23.096	9.13%	1,656 cr	0.66%	Below Average
Axis Strategic Bond Fund Direct Growth Option	28.215	8.39%	1,938 cr	0.39%	Low
ICICI Prudential Medium Term Bond Fund Direct Plan Growth	45.129	7.88%	6,093 cr	0.74%	Low
SBI Magnum Medium Duration Fund Direct Growth	50.975	7.81%	5,923 cr	0.68%	Low

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Kotak Medium Term Direct Growth	23.096	9.13%	1,656 cr	0.66%	Below Average
Axis Strategic Bond Fund Direct Growth Option	28.215	8.39%	1,938 cr	0.39%	Low
HSBC Medium Duration Fund Direct Growth	20.477	8.11%	807 cr	0.4%	Below Average
ICICI Prudential Medium Term Bond Fund Direct Plan Growth	45.129	7.88%	6,093 cr	0.74%	Low
HDFC Medium Term Debt Fund Direct Plan Growth Option	56.292	7.87%	4,142 cr	0.6%	Below Average
UTI Medium Duration Fund - Direct Plan - Growth Option	18.087	7.27%	40 cr	0.95%	Above Average