Sundaram Medium Term Bond Fund – Direct Growth

Debt · Medium Duration
 · 
250
Min SIP
5,000
Min Lumpsum
1.25 %
Expense Ratio
Rating
42
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 23 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 6.9% 4.3% 5.4% 6.8%
Category Average 24.3% 15.1% 16.5% -

Scheme Allocation

By Holding
By Sector
By Asset
GSEC2026
31.79%
GSEC2032
15.53%
GSEC2025
10.58%
Citicorp Fin. (I
6.61%
I O C L
6.53%
Others
28.97%
View all Holdings
Holdings Sector Instrument Asset
GSEC2026 - - 31.79%
GSEC2032 - - 15.53%
GSEC2025 - - 10.58%
Citicorp Fin. (I - - 6.61%
I O C L - - 6.53%
TREPS - - 6.28%
Net CA & Others - - 1.36%
Others
100%
View all Sectors
Sectors Asset
Govt Securities / Sovereign
84.85%
Reverse Repos
11.77%
Corporate Debentures
2.33%
Net Curr Ass/Net Receivables
0.78%
Others
0.27%
View all Assets
Assets Asset
Govt Securities / Sovereign 84.85%
Reverse Repos 11.77%
Corporate Debentures 2.33%
Net Curr Ass/Net Receivables 0.78%

Advance Ratio

-3.49
Alpha
0.56
SD
0.05
Beta
-1.57
Sharpe

Exit Load

Exit Load Nil

Fund Objective

To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments.

Fund Managers

Dwijendra Srivastava

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Sundaram Mutual Fund
AUM:
49,195 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

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Frequently Asked Questions

How to invest in Sundaram Medium Term Bond Fund – Direct Growth ?

You can invest in Sundaram Medium Term Bond Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Sundaram Medium Term Bond Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Sundaram Medium Term Bond Fund – Direct Growth ?

The NAV of Sundaram Medium Term Bond Fund – Direct Growth is ₹69.7 as of 23 February 2024.

How to redeem Sundaram Medium Term Bond Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Sundaram Medium Term Bond Fund – Direct Growth?

The minimum SIP amount of Sundaram Medium Term Bond Fund – Direct Growth is ₹250

How can I redeem my investments in Sundaram Medium Term Bond Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Medium Term Bond Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.

How much returns have Sundaram Medium Term Bond Fund – Direct Growth generated ?

The Sundaram Medium Term Bond Fund – Direct Growth has delivered 6.8% since inception

What is the expense ratio of Sundaram Medium Term Bond Fund – Direct Growth ?

The expense ratio of Sundaram Medium Term Bond Fund – Direct Growth is 1.25 % as of 23 February 2024.

What is the AUM of Sundaram Medium Term Bond Fund – Direct Growth?

The AUM of Sundaram Medium Term Bond Fund – Direct Growth is ₹49,195 Cr as of 23 February 2024

What are the top stock holdings of Sundaram Medium Term Bond Fund – Direct Growth?

The top stock holdings of Sundaram Medium Term Bond Fund – Direct Growth are
  1. GSEC2026 - 31.79%
  2. GSEC2025 - 21.33%
  3. GSEC2032 - 15.53%
  4. GSEC2025 - 10.58%
  5. Citicorp Fin. (I - 6.61%

Can I make investments in both the SIP and Lump Sum schemes of Sundaram Medium Term Bond Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Sundaram Medium Term Bond Fund – Direct Growth based on your investment objective and risk tolerance.
Invest Now