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Sundaram Medium Duration Fund

Growth
73.760.01% (+0.00)

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Sundaram Medium Duration Fund

Growth
DebtMedium Duration Fund
Small-size FundAssets Under Mgmt: ₹ 44 Cr
Moderate RiskPrinciple investment will be at moderate risk
73.760.01% (+0.00)

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Returns
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DebtMedium Duration Fund
Small-size FundAssets Under Mgmt: ₹ 44 Cr
Moderate RiskPrinciple investment will be at moderate risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.347.012.87
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.017.533.97

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 12M Nil after 12M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 500
BenchmarkBenchmark
NIFTY Medium Duration Debt Index

About Medium Duration Fund

Medium duration funds are debt funds. They invest in debt and money market securities for the macaulay duration between 3 to 4 years. They have lower maturity than medium to long duration funds and long duration funds.

Peers & Comparison

Comparing 3 mutual funds from 
DebtMedium Duration Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Sundaram Medium Duration Fund7.11%4.91%6.86%
SBI Magnum Medium Duration Fund8.62%6.72%8.98%
ICICI Pru Medium Term Bond Fund8.62%7.00%8.49%
HDFC Medium Term Debt Fund8.72%6.51%8.18%

Price Comparison

Compare Sundaram Medium Duration Fund with any MF, ETF, stock or index
Compare Sundaram Medium Duration Fund with any MF, ETF, stock or index
Sundaram Medium Duration Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Corporate DebtCash & EquivalentsGovernment Securities0.27%11.26%12.81%75.66%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+1 moreDiversified ChemicalsHome FinancingTelecom ServicesMiscellaneousG-Sec1.49 %2.26 %4.48 %4.53 %11.59 %75.66 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2492.22%80.63%83.53%76.01%75.64%75.66%
G-Sec as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • 7.10% Central Government Securities 08/04/2034
    Sovereign
    3M change : 34.49 %|Sovereign

    Holdings

    34.49 %

    34.49 %
  • 5.74% Government Securites Stock 15/11/2026
    Sovereign
    3M change : -0.63 %|Sovereign

    Holdings

    22.11 %

    -0.63 %
  • 7.37% Government Securities-23/10/2028
    Sovereign
    3M change : -0.35 %|Sovereign

    Holdings

    11.50 %

    -0.35 %

AMC Profile

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    40

  • Total AUM

    ₹ 68,453.40 Cr.

Fund Manager Profile

Dwijendra Srivastava

AUM:  ₹26,228.62 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13.2yrs

Sandeep Agarwal

AUM:  ₹21,348.55 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Manager Performance (0)

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Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

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One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

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Opinions and Fund Reviews

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