Sundaram Medium Term Bond Fund - (IDCW-Q)

  • 5 years return (%) 5.82%
  • AUM (₹) ₹69.83 Cr
  • NAV (₹) 12.4114
  • Rating 2

Performance

1Y 3Y 5Y Max
Fund Return 3.53% 6.21% 5.82% 329.14%
Category Average 52.07% 17.65% 17.00% 19.02%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
3.53%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Sundaram Medium Term Bond Fund - (IDCW-Q) 2.15 69.8295 +6%
Quantum Dynamic Bond Fund - Direct (G) 0.6 83.0156 +9%
PGIM India Banking&PSU Debt Fund (G) 0.8 78.3209 +9%
BOI AXA Credit Risk Fund - Regular 1.51 73.6848 +-32%
Tata Medium Term Fund - Regular (G) 1.39 72.9652 +3%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • GSEC2025

    Automobile Sector
    Govt. Securities Instrument
    14.3% % Assets
  • Bank of Baroda

    Automobile Sector
    Corporate Debts Instrument
    7.7% % Assets
  • GSEC2026

    Automobile Sector
    Govt. Securities Instrument
    7.6% % Assets
  • I R F C

    Automobile Sector
    Corporate Debts Instrument
    7.5% % Assets
  • GSEC2023

    Automobile Sector
    Govt. Securities Instrument
    7.5% % 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