Sundaram Medium Term Direct Plan Annual Reinvestment of Income Distr cum Capital Wtdrwl
Add To Comparepreviously known as Sundaram Med Duration Dir Yr IDCW-R 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
0.99%
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%
Top Medium Duration Funds
| Name | Latest NAV | Returns 1y | Fund Assets | Expense Ratio | Risk | |
|---|---|---|---|---|---|---|
| ₹ 53.818 | 7.48% | ₹ 5,419 cr | 0.73% | Low | ||
| ₹ 33.369 | 6.81% | ₹ 2,112 cr | 0.71% | Low | ||
| ₹ 59.739 | 6.78% | ₹ 6,489 cr | 0.72% | Below Average | ||
Best Medium Duration Funds
| Name | Latest NAV | Returns 1y | Fund Assets | Expense Ratio | Risk | |
|---|---|---|---|---|---|---|
| ₹ 53.818 | 7.48% | ₹ 5,419 cr | 0.73% | Low | ||
| ₹ 59.739 | 6.78% | ₹ 6,489 cr | 0.72% | Below Average | ||
Other plans of Sundaram Medium Term Fund
Other Debt funds by Sundaram
Data Partner
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