Overview
Sundaram Medium Duration Fund Direct Growth
Sundaram Mutual Fund
The scheme seeks to generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments.
Investments in Sundaram Medium Duration Fund Direct Growth are subject to market risks. Please read the offer document carefully before investing to understand the potential market risks and rewards.
Latest NAV
₹ 76.6006
Fund Size (AUM)
₹42.78 Cr
Risk
Moderate (Risk rating: 3/10)
Minimum Investment
Lumpsum: ₹ 5000
SIP: ₹250
Launch Date
02-Jan-2013
Expense Ratio
1.39%
Exit Load
Nil
Benchmark
NIFTY Medium Duration Debt Index A-III
Standard Deviation
1.83
History
Performance & Ratios
1-Year SIP Return
9.78%
3-Year SIP Return
7.67%
5-Year SIP Return
6.09%
Mean Return
7.2%
Alpha
-1.24
Beta
1.07
Sharpe Ratio
-0.38
Sortino Ratio
-0.43
Information Ratio
-1.43
Returns
| 1Y | 3Y | 5Y | All Time | |
|---|---|---|---|---|
| Fund Returns | 9.28% | 6.41% | 5.53% | 7.76% |
| Category Average | 10.05% | 7.5% | 7.01% | N/A |
| Rank Within Category | 13 | 13 | 12 | N/A |
Holdings (10)
| Company | Sector | Instrument | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 36.21% |
| GOI | Sovereign | GOI Sec | 23.12% |
| GOI | Sovereign | GOI Sec | 12.03% |
| Tamilnadu State | Others | SDL | 5.55% |
| Bharti Telecom Ltd. | Communication | Debenture | 4.69% |
| Muthoot Finance Ltd. | Financial | Debenture | 3.51% |
| GOI | Sovereign | GOI Sec | 2.39% |
| Can Fin Homes Ltd. | Financial | FRB | 2.35% |
| Godrej Industries Ltd. | Consumer Staples | Debenture | 2.35% |
| Can Fin Homes Ltd. | Financial | Debenture | 2.35% |
Holdings Analysis
Peer Comparison
Peer Comparison
| Fund Name | AUM (₹ Cr) | 1Y Return (%) | 3Y Return (%) | Expense Ratio (%) | Rating |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Plan Direct Growth | 2206.08 | 15.41 | 15.07 | 0.86 | N/A |
| Axis Strategic Bond Fund Direct Growth | 1898.61 | 10.83 | 8.38 | 0.53 | N/A |
| ICICI Prudential Medium Term Bond Fund Direct Plan Growth | 5684.4 | 10.47 | 8.18 | 0.74 | N/A |
| Kotak Medium Term Fund Direct Growth | 1765.97 | 10.68 | 8.05 | 0.67 | N/A |
| HSBC Medium Duration Fund Direct Growth | 658.03 | 10.75 | 7.98 | 0.4 | N/A |
SIP, STP & SWP Details
Systematic Investment Plan (SIP):
Frequency: Monthly
Min Amount: ₹ 250
Multiplier: 1
Systematic Transfer Plan (STP):
Frequency: MONTHLY
Dates: Any day of the month
Min Amount: ₹ 1000
Min Installments: 5
Systematic Withdrawal Plan (SWP):
Frequency: MONTHLY
Dates: Any day of the month
Min Amount: ₹ 500
Min Installments: 6
AMC Details
Asset Management Company
Sundaram Mutual Fund
Sundaram Mutual Fund started their mutual fund on 26/02/1996 and its managing total assets of ₹33,150 Cr. Its ranked at 14 as per total assets at end of 30th Sep 2017. Sundaram Mutual Fund employs robust strategies to manage market risks, but investments remain subject to market risks. Please read the fund’s documentation for detailed risk management policies.
This asset management company has an experience of over 20 years and is a wholly owned subsidiary of an extremely prestigious NBFC - Sundaram Finance Limited.
With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.
The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize investor's returns.
For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap.
It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.
Launch Date
1996-02-26T00:00:00.363Z
Total AUM
₹ 64175.83 Cr
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Website
Sub Type
Gilt
Sub Type Info
Invest predominantly in Government Securities(minimum 80% of total assets). They are relatively more risky than the other debt funds due to fluctuating interest rates.
Tax Impact
Returns are taxed as per your Income Tax slab.
Stamp Duty
0.005% (from July 1st, 2020)
Fund Manager Details
Compare with Another Fund
Sundaram Medium Duration Fund Direct Growth
Sundaram Mutual Fund
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Frequently Asked Questions
How is the overall rating calculated?
The overall rating for Sundaram Medium Duration Fund Direct Growth is an aggregate score based on performance metrics (returns over 1, 3, and 5 years), risk-adjusted returns (Sharpe and Sortino ratios), and consistency relative to its category. Ratings are on a scale of 1 to 5, with 5 being the highest.
What are the top stocks of Sundaram Medium Duration Fund Direct Growth?
The top stocks held by Sundaram Medium Duration Fund Direct Growth include GOI, GOI, GOI.
Which industries does Sundaram Medium Duration Fund Direct Growth invest in?
Sundaram Medium Duration Fund Direct Growth primarily invests in the following industries: Sovereign, Others, Communication.
Who are the fund managers of Sundaram Medium Duration Fund Direct Growth?
The fund managers of Sundaram Medium Duration Fund Direct Growth are Dwijendra Srivastava and Sandeep Agarwal.
How many years has the fund manager been managing Sundaram Medium Duration Fund Direct Growth?
Dwijendra Srivastava:
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Sandeep Agarwal:
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What is the minimum investment for Sundaram Medium Duration Fund Direct Growth?
The minimum investment for Sundaram Medium Duration Fund Direct Growth is ₹5000 for lumpsum investments and ₹250 for SIPs.
What are the average 1-year returns for Sundaram Medium Duration Fund Direct Growth?
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What are the average 3-year returns for Sundaram Medium Duration Fund Direct Growth?
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What is the expense ratio of Sundaram Medium Duration Fund Direct Growth, and how does it compare to its category?
The expense ratio of Sundaram Medium Duration Fund Direct Growth is 1.39%. The average expense ratio for similar funds in the Debt is Calculating....