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Sundaram Medium Duration Fund(Q-IDCW)
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.34 | 7.01 | 2.90 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.01 | 7.53 | 4.06 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| — |
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
DebtMedium Duration Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Sundaram Medium Duration Fund(Q-IDCW) | 5.98% | 4.04% | -2.92% |
| SBI Magnum Medium Duration Fund(IDCW-Payout) | 8.72% | 6.79% | 6.17% |
| ICICI Pru Medium Term Bond Fund(Q-IDCW Payout) | 0.55% | 0.89% | 0.73% |
| HDFC Medium Term Debt Fund(FN-IDCW Reinv) | -0.44% | 0.04% | -0.40% |
Price Comparison
Compare Sundaram Medium Duration Fund(Q-IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Debt
Others
- ConstituentHolding Weight3M Change
- 7.10% Central Government Securities 08/04/20343M change : 34.49 %|
Holdings
34.49 %
34.49 % - 5.74% Government Securites Stock 15/11/20263M change : -0.63 %|
Holdings
22.11 %
-0.63 % - 7.37% Government Securities-23/10/20283M change : -0.35 %|
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
₹ 68,446.77 Cr.
Fund Manager Profile
Dwijendra Srivastava
AUM: ₹26,091.80 Cr.
|
Exp: 13.2yrs
Sandeep Agarwal
AUM: ₹21,211.72 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Opinions and Fund Reviews
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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%