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

26.211 (-0.082%)

NAV on October 03, 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 INF903J01PK4

Fund Family Sundaram

Launch Date January 01, 2013

Benchmark Nifty Medium Duration Debt TR INR

Avg. Maturity 4.90 years

Yield To Maturity (%) 7.05%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Kotak Medium Term Direct Growth	23.656	10.95%	1,656 cr	0.67%	Average
Axis Strategic Bond Fund Direct Growth Option	28.765	9.67%	1,941 cr	0.45%	Low
ICICI Prudential Medium Term Bond Fund Direct Plan Growth	45.956	8.90%	5,982 cr	0.74%	Low
SBI Magnum Medium Duration Fund Direct Growth	51.936	8.85%	6,147 cr	0.69%	Low

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Kotak Medium Term Direct Growth	23.656	10.95%	1,656 cr	0.67%	Average
Axis Strategic Bond Fund Direct Growth Option	28.765	9.67%	1,941 cr	0.45%	Low
HSBC Medium Duration Fund Direct Growth	20.867	9.26%	817 cr	0.4%	Below Average

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