Sundaram Medium Term Bond Fund
250
Min SIP
5,000
Min Lumpsum
1.26 %
Expense Ratio
Rating
45
Fund Size (in Cr)
10 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
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 7.1% | 4.2% | 5.7% | 7% | ||||
| Category Average | 13.5% | 24.3% | 13.7% | - |
Scheme Allocation
By Holding
By Sector
By Asset
GSEC2026
GSEC2032
GSEC2025
Citicorp Fin. (I
I O C L
Others
Advance Ratio
0.18
Alpha
0.66
SD
0.07
Beta
0.48
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
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Debt .
- Medium Duration .
-
- 136
-
7.5%Fund Size - 136
-
8.8%Fund Size - 136
-
-0.2%Fund Size - 136
-
- Debt .
- Medium Duration .
-
- 6,579
-
8.6%Fund Size - 6,579
-
7.7%Fund Size - 6,579
-
8%Fund Size - 6,579
-
- Debt .
- Medium Duration .
-
- 1,764
-
8.4%Fund Size - 1,764
-
7.3%Fund Size - 1,764
-
7.8%Fund Size - 1,764
-
- Debt .
- Medium Duration .
-
- 2,127
-
7%Fund Size - 2,127
-
7.2%Fund Size - 2,127
-
7.1%Fund Size - 2,127
-
- Debt .
- Medium Duration .
-
- 4,110
-
8.2%Fund Size - 4,110
-
7.2%Fund Size - 4,110
-
7.8%Fund Size - 4,110
AMC Contact Details
Sundaram Mutual Fund
AUM:
39,953 Cr
Address:
Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com
Frequently Asked Questions
How to invest in Sundaram Medium Term Bond Fund ?
You can invest in Sundaram Medium Term Bond Fund 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 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 ?
The NAV of Sundaram Medium Term Bond Fund is ₹67.2 as of 02 June 2023.
How to redeem Sundaram Medium Term Bond Fund 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?
The minimum SIP amount of Sundaram Medium Term Bond Fund is ₹250
How much returns have Sundaram Medium Term Bond Fund generated ?
The Sundaram Medium Term Bond Fund has delivered 7% since inception
What is the expense ratio of Sundaram Medium Term Bond Fund ?
The expense ratio of Sundaram Medium Term Bond Fund is 1.26 % as of 02 June 2023.
What is the AUM of Sundaram Medium Term Bond Fund?
The AUM of Sundaram Medium Term Bond Fund is ₹39,953 Cr as of 02 June 2023
What are the top stock holdings of Sundaram Medium Term Bond Fund?
The top stock holdings of Sundaram Medium Term Bond Fund are
- GSEC2026 - 31.79%
- GSEC2025 - 21.33%
- GSEC2032 - 15.53%
- GSEC2025 - 10.58%
- Citicorp Fin. (I - 6.61%