Sundaram Medium Term Bond Fund - (Div-A)

Sundaram Medium Term Bond Fund - (Div-A)

AMC Name: Sundaram Mutual Fund

Riskometer

Moderate

Investment Objective

Bench Mark S&P BSE Sensex
Fund Manager Dwijendra Srivastava
Fund Horizon OPEN
Inception Date 31-Oct-2003
Scheme AUM(CR) ` 82.32
Minimum SIP/LUMPSUM ` 250/ ` 1000
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates 1,7,14,20,25
Entry Load 1.00% - IF Redeemed / Switched out within 1 Year from the date of allotment. Nil - If redeemed / Switched out after 1 Year from the date of allotment.
Exit Load 1.00% - IF Redeemed / Switched out within 1 Year from the date of allotment. Nil - If redeemed / Switched out after 1 Year from the date of allotment.
Expense Ratio 2

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 0.76% 5.42%
3 Month 1.17% 7.97%
6 Month 4.93% 7.95%
1 Year 8.91% 14.64%
3 Year 6.14% 15.27%
5 Year 7.30% 7.51%
Since Inception 5.62% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others