Sundaram Medium Term Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal
Add To Comparepreviously known as Sundaram Med Duration Dir Yr IDCW-P until
NAV on June 27, 2025
Category
Fixed income:
Medium Duration
Medium Duration
Interest rate sensitivity
Credit quality
Credit quality
Limited Sensitivity High Quality
Total Assets
₹33 cr
Turnover Ratio
91.06%
Expense Ratio
1.17%
Exit Load
1.00%
if redeemed within
Returns
- 1M: Negative return: -0.11%
- 1Y: Positive return: 8.30%
- 3M: Positive return: 2.44%
- 3Y: Positive return: 6.99%
- 6M: Positive return: 4.61%
- 5Y: Positive return: 5.07%
Best Medium Duration Funds
| Name | Latest NAV | Returns 1y | Fund Assets | Expense Ratio | Risk | |
|---|---|---|---|---|---|---|
| ₹ 53.743 | 6.36% | ₹ 5,419 cr | 0.73% | Low | ||
| ₹ 66.053 | 5.99% | ₹ 3,599 cr | 0.7% | Average | ||
| ₹ 33.339 | 5.93% | ₹ 2,112 cr | 0.72% | Low | ||
| ₹ 27.527 | 5.91% | ₹ 1,926 cr | 0.6718% | Average | ||
| ₹ 59.623 | 5.90% | ₹ 6,489 cr | 0.72% | Below Average | ||
| ₹ 53.440 | 5.51% | ₹ 1,250 cr | 0.66% | Average | ||
Other plans of Sundaram Medium Term Fund