Item: Sundaram Medium Term Bond Direct Plan Annual Reinvestment of Income Distr cum Capital Wtdrwl
Rating: 3
Author: Morningstar

Home › Mutual Funds › Sundaram Mutual Fund › Sundaram Medium Term Bond Direct Plan Annual Reinvestment of Income Distr cum Capital Wtdrwl

14.083 (-0.018%)

NAV on December 01, 2023

Category Fixed income:
Medium Duration

Interest rate sensitivity
Credit quality

Limited 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 over 13 years) Sandeep Agarwal (Since over 11 years)

ISIN INF903J01PM0

Fund Family Sundaram

Launch Date January 22, 2013

Benchmark Nifty Medium Duration Debt TR INR

Avg. Maturity 4.19 years

Yield To Maturity (%) 7.45%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Axis Strategic Bond Fund Direct Growth Option	26.513	7.28%	1,937 cr	0.36%	Low
SBI Magnum Medium Duration Fund Direct Growth	48.207	7.26%	6,954 cr	0.69%	Below Average
ICICI Prudential Medium Term Bond Fund Direct Plan Growth	42.677	7.24%	6,498 cr	0.74%	Low
HDFC Medium Term Debt Fund Direct Plan Growth Option	53.107	6.98%	4,240 cr	0.59%	Below Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Axis Strategic Bond Fund Direct Growth Option	26.513	7.28%	1,937 cr	0.36%	Low
SBI Magnum Medium Duration Fund Direct Growth	48.207	7.26%	6,954 cr	0.69%	Below Average
ICICI Prudential Medium Term Bond Fund Direct Plan Growth	42.677	7.24%	6,498 cr	0.74%	Low
HSBC Medium Duration Fund Direct Growth	19.286	7.11%	689 cr	0.4%	Below Average
Nippon India Strategic Debt Fund Direct Plan Growth Option	14.567	7.06%	120 cr	1.38%	High