Item: Sundaram Medium Duration Direct Plan Quarterly Payout of Income Distribution cum Capital Withdrawal
Rating: 2
Author: Morningstar

Home › Mutual Funds › Sundaram Mutual Fund › Sundaram Medium Duration Direct Plan Quarterly Payout of Income Distribution cum Capital Withdrawal

26.942 (0.030%)

NAV on March 31, 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

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Fund Manager Dwijendra Srivastava (Since over 14 years) Sandeep Agarwal (Since almost 13 years)

ISIN INF903J01PK4

Fund Family Sundaram

Launch Date January 01, 2013

Benchmark Nifty Medium Duration Debt TR INR

Avg. Maturity 4.97 years

Yield To Maturity (%) 6.99%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Axis Strategic Bond Fund Direct Growth Option	30.024	9.40%	1,934 cr	0.55%	Low
Kotak Medium Term Direct Growth	24.571	9.31%	1,916 cr	0.67%	Average
ICICI Prudential Medium Term Bond Fund Direct Plan Growth	47.995	9.14%	5,684 cr	0.74%	Low
SBI Magnum Medium Duration Fund Direct Growth	54.081	8.88%	6,469 cr	0.71%	Below Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Axis Strategic Bond Fund Direct Growth Option	30.024	9.40%	1,934 cr	0.55%	Low
Kotak Medium Term Direct Growth	24.571	9.31%	1,916 cr	0.67%	Average
HSBC Medium Duration Fund Direct Growth	21.780	9.30%	656 cr	0.39%	Below Average
Nippon India Strategic Debt Fund Direct Plan Growth Option	16.380	9.17%	103 cr	0.49%	Average
ICICI Prudential Medium Term Bond Fund Direct Plan Growth	47.995	9.14%	5,684 cr	0.74%	Low
DSP Bond Fund Direct Plan Growth	84.865	8.80%	303 cr	0.4%	Below Average