Sundaram Medium Term Bond Fund - (IDCW-H)

  • 5 years return (%) 5.96%
  • AUM (₹) ₹75.19 Cr
  • NAV (₹) 12.5451
  • Rating 2

Performance

1Y 3Y 5Y Max
Fund Return 2.35% 5.86% 5.96% 348.31%
Category Average 39.86% 13.30% 14.78% 5.89%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
2.35%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Sundaram Medium Term Bond Fund - (IDCW-H) 2.15 75.1894 +6%
PGIM India Banking&PSU Debt Fund (G) 0.8 94.7328 +9%
Quantum Dynamic Bond Fund - Direct (G) 0.6 79.9952 +9%
PGIM India Premier Bond Fund (G) 0.52 78.9064 +8%
BOI AXA Credit Risk Fund - Regular 1.51 72.9225 +-32%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • Reverse Repo

    Automobile Sector
    Reverse Repo Instrument
    11.6% % Assets
  • GSEC2026

    Automobile Sector
    Govt. Securities Instrument
    9.9% % Assets
  • TREPS

    Automobile Sector
    Reverse Repo Instrument
    8.3% % Assets
  • Bank of Baroda

    Automobile Sector
    Corporate Debts Instrument
    7.0% % Assets
  • GSEC2026

    Automobile Sector
    Govt. Securities Instrument
    7.0% % Assets

AMC Details

Sundaram Mutual Fund

  • 32151.2573 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