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

26.820 (-0.115%)

NAV on May 15, 2026

Category Fixed income:
Medium Duration

Interest rate sensitivity
Credit quality

Limited Sensitivity High Quality

Total Assets 34 cr

Turnover Ratio 60.00%

Expense Ratio 1.09%

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 16 years) Sandeep Agarwal (Since almost 14 years)

ISIN INF903J01PK4

Fund Family Sundaram

Launch Date January 01, 2013

Benchmark Nifty Medium Duration Debt TR INR

Avg. Maturity 4.28 years

Yield To Maturity (%) 7.48%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
ICICI Prudential Medium Term Bond Fund Direct Plan Growth	52.034	6.42%	5,458 cr	0.73%	Low
Axis Strategic Bond Fund Direct Growth Option	32.363	5.63%	2,083 cr	0.71%	Low

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
ICICI Prudential Medium Term Bond Fund Direct Plan Growth	52.034	6.42%	5,458 cr	0.73%	Low
Axis Strategic Bond Fund Direct Growth Option	32.363	5.63%	2,083 cr	0.71%	Low

Sundaram Medium Duration Direct Plan Quarterly Payout of Income Distribution cum Capital Withdrawal

previously known as Sundaram Med Term Bond Dir Qt IDCW-P until April 01, 2024