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

77.435 (0.039%)

NAV on June 06, 2025

Category Fixed income:
Medium Duration

Interest rate sensitivity
Credit quality

Moderate Sensitivity High Quality

Total Assets 43 cr

Turnover Ratio 78.32%

Expense Ratio 1.39%

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 almost 15 years) Sandeep Agarwal (Since about 13 years)

ISIN INF903J01PO6

Fund Family Sundaram

Launch Date January 01, 2013

Benchmark Nifty Medium Duration Debt TR INR

Avg. Maturity 5.03 years

Yield To Maturity (%) 6.82%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Kotak Medium Term Direct Growth	25.335	11.40%	1,947 cr	0.67%	Average
Axis Strategic Bond Fund Direct Growth Option	30.885	11.02%	1,941 cr	0.53%	Below Average
ICICI Prudential Medium Term Bond Fund Direct Plan Growth	49.322	10.74%	5,734 cr	0.74%	Low
SBI Magnum Medium Duration Fund Direct Growth	55.501	10.38%	6,593 cr	0.71%	Below Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
DSP Bond Fund Direct Plan Growth	87.655	11.13%	311 cr	0.4%	Average
HSBC Medium Duration Fund Direct Growth	22.438	11.07%	649 cr	0.4%	Average