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

27.294 (0.332%)

NAV on December 24, 2025

Category Fixed income:
Medium Duration

Interest rate sensitivity
Credit quality

Moderate Sensitivity High Quality

Total Assets 36 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

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Fund Manager Dwijendra Srivastava (Since over 15 years) Sandeep Agarwal (Since over 13 years)

ISIN INF903J01PL2

Fund Family Sundaram

Launch Date January 01, 2013

Benchmark Nifty Medium Duration Debt TR INR

Avg. Maturity 4.73 years

Yield To Maturity (%) 6.77%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Kotak Medium Term Direct Growth	26.321	9.69%	2,083 cr	0.67%	Average
ICICI Prudential Medium Term Bond Fund Direct Plan Growth	51.195	9.56%	5,757 cr	0.74%	Low
Axis Strategic Bond Fund Direct Growth Option	31.857	8.94%	1,941 cr	0.71%	Below Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Nippon India Medium Duration Fund Direct Plan Growth Option	17.606	10.27%	134 cr	0.5%	Above Average
Kotak Medium Term Direct Growth	26.321	9.69%	2,083 cr	0.67%	Average
ICICI Prudential Medium Term Bond Fund Direct Plan Growth	51.195	9.56%	5,757 cr	0.74%	Low

Sundaram Medium Duration Direct Plan Quarterly Reinvestment of Income Distr cum Capital Wtdrwl

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