Sundaram Medium Duration Fund - Growth - Suspended Plan

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  • Net Change on 16-07-2024

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Fund Overview Growth | Suspended Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

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Fund Objective

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

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Institutional Plan - Growth 6.11 7.06 5.24 3.48 3.95 6.96
Crisil 10 Yr Gilt Index N/A N/A N/A N/A N/A N/A
NIFTY Medium Duration Debt Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Annualised, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Institutional Plan - Growth Dec 08, 2008 5.24 3.48 3.95 2.16 42.17

Fund Holdings as on 30-June-2024

  • 7.18% Government Securities - 14/08/2033

  • 5.74% Central Government Securities 15/11/2026

  • TREPS

  • 7.44% Tamil Nadu State Government Securities -20/03/2034

  • Bharti Telecom Ltd - 8.9% - 04/12/2025**

  • Godrej Industries Ltd - 8.36% - 28/08/2026**

  • Cash and Other Net Current Assets^

  • Corporate Debt Market Development Fund - Class A2

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  • Miscellaneous

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Fund Manager

  • Cash

  • CRISIL AA

  • CRISIL AA+

  • Sovereign

  • Unrated

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About Sundaram Medium Duration Fund

Scheme Analysis

Sundaram Medium Duration Fund is a Debt - Medium Duration Fund fund and belongs to Sundaram Mutual Fund. It was launched on 08-Dec-2008 and currently has an AUM of ₹42.17 crore. Sundaram Medium Duration Fund is benchmarked against Crisil 10 Yr Gilt Index as primary index and NIFTY Medium Duration Debt Index as secondary index.

The NAV of Sundaram Medium Duration Fund ended up ₹0.04(0.06%)yesterday to ₹73.0524.

Among its top 3 holdings the fund has exposure to 7.18% Government Securities - 14/08/2033, and

The Sundaram Medium Duration Fund is managed by Dwijendra Srivastava and Sandeep Agarwal.

Fund House Contact

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

+91 (22) 28583362/3367
+91 (22) 22858 3156