Sundaram Medium Term Bond Fund - (Bonus)

  • 5 years return (%) 5.48%
  • AUM (₹) ₹67.86 Cr
  • NAV (₹) 20.1371
  • Rating 3

Performance

1Y 3Y 5Y Max
Fund Return 2.66% 6.12% 5.48% 198.57%
Category Average 51.84% 22.09% 18.63% 23.39%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
2.66%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Sundaram Medium Term Bond Fund - (Bonus) 2.15 67.8649 +6%
Quantum Dynamic Bond Fund - Direct (G) 0.6 84.3952 +9%
JM Dynamic Debt Fund (G) 0.99 81.6804 +6%
PGIM India Banking&PSU Debt Fund (G) 0.8 78.7167 +9%
Tata Medium Term Fund - Regular (G) 1.39 74.0717 +2%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • GSEC2025

    Automobile Sector
    Govt. Securities Instrument
    14.7% % Assets
  • TREPS

    Automobile Sector
    Reverse Repo Instrument
    10.0% % Assets
  • Bank of Baroda

    Automobile Sector
    Corporate Debts Instrument
    8.0% % Assets
  • I R F C

    Automobile Sector
    Corporate Debts Instrument
    7.8% % Assets
  • REC Ltd

    Automobile Sector
    Corporate Debts Instrument
    7.8% % Assets

AMC Details

Sundaram Mutual Fund

  • 33376.6851 Cr

    AUM

Contact Details

Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai 600 014

044-2858 3362/3367 | 044-2858 3156
dhirent@sundarammutual.com