Item: Sundaram Medium Duration Direct Plan Quarterly Reinvestment of Income Distr cum Capital Wtdrwl
Rating: 2
Author: Morningstar

Home › Mutual Funds › Sundaram Mutual Fund › Sundaram Medium Duration Direct Plan Quarterly Reinvestment of Income Distr cum Capital Wtdrwl

25.506 (0.069%)

NAV on May 15, 2024

Category Fixed income:
Medium Duration

Interest rate sensitivity
Credit quality

Moderate Sensitivity High Quality

Total Assets 44 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

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Fund Manager Dwijendra Srivastava (Since almost 14 years) Sandeep Agarwal (Since almost 12 years)

ISIN INF903J01PL2

Fund Family Sundaram

Launch Date January 01, 2013

Benchmark Nifty Medium Duration Debt TR INR

Avg. Maturity 4.95 years

Yield To Maturity (%) 7.23%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Axis Strategic Bond Fund Direct Growth Option	27.675	7.71%	1,971 cr	0.34%	Below Average
ICICI Prudential Medium Term Bond Fund Direct Plan Growth	44.332	7.35%	6,322 cr	0.73%	Low
SBI Magnum Medium Duration Fund Direct Growth	50.041	7.14%	6,222 cr	0.68%	Low

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Kotak Medium Term Direct Growth	22.598	8.10%	1,744 cr	0.66%	Below Average
Axis Strategic Bond Fund Direct Growth Option	27.675	7.71%	1,971 cr	0.34%	Below Average
HSBC Medium Duration Fund Direct Growth	20.098	7.50%	801 cr	0.4%	Below Average
ICICI Prudential Medium Term Bond Fund Direct Plan Growth	44.332	7.35%	6,322 cr	0.73%	Low
Nippon India Strategic Debt Fund Direct Plan Growth Option	15.129	6.60%	120 cr	0.51%	High
Bandhan Bond Fund - Medium Term Plan - Direct Plan - Growth	45.114	6.37%	1,581 cr	0.77%	Average