NAV on (07 Jan 2025 )
₹75.25 ▲
(+0.07%)
Fund Size
₹43.15 Crores
1Y Returns
6.47 %
Seek regular income by investing primarily in fixed income securities, which may be paid as dividend or reinvested at the option of the investor. This shall be one of the fundamental objectives of the Scheme. A secondary objective is to attempt to keep the value of its units reasonably stable.
Sundaram Asset Management Company Ltd.
Launch Date
August 18, 2003
Fund Manager
Mr. Dwijendra Srivastava
Initial Price
10
AUM Fund
43.15 Cr
Min investment
Rs 5000000
Expense Ratio
2.06%
If units purchased or switched in from another scheme of the Fund are redeemed or switched out before 12 months: exit load is 1% of the applicable NAV. If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 12 months: Nil.
1 Month
+0.36%
6 Months
+3.29%
1 Year
+6.47%
2 Years (CAGR)
+5.90%
3 Years (CAGR)
+4.17%
5 Years (CAGR)
+4.03%
| Equity / Mid Cap funds | 1Y | 3Y | Fund Size (Cr) |
|---|---|---|---|
| 13.28% | 0.00% | ₹1761.48 | |
| 9.63% | 15.58% | ₹301.14 | |
| 9.60% | 0.00% | ₹5188.04 | |
| 9.11% | 26.73% | ₹887.84 | |
| 9.03% | 19.71% | ₹29.92 |
Q: What is the current NAV of Sundaram Medium Duration Fund - Institutional Plan - Growth?
A: The latest NAV of Sundaram Medium Duration Fund - Institutional Plan - Growth is ₹ 75.25 as on 07 Jan 2025.
Q: What type of mutual fund is Sundaram Medium Duration Fund - Institutional Plan - Growth?
A: Sundaram Medium Duration Fund - Institutional Plan - Growth is a 'Debt - Income' type mutual fund managed by 'Sundaram Asset Management Company Ltd.'.
Q: What is the expense ratio of Sundaram Medium Duration Fund - Institutional Plan - Growth?
A: The expense ratio of Sundaram Medium Duration Fund - Institutional Plan - Growth is 2.06%, which impacts overall returns.
Q: Who manages Sundaram Medium Duration Fund - Institutional Plan - Growth?
A: Sundaram Medium Duration Fund - Institutional Plan - Growth is managed by Mr. Dwijendra Srivastava, who oversees investment strategy and portfolio decisions.
Q: Is Sundaram Medium Duration Fund - Institutional Plan - Growth a good investment?
A: Sundaram Medium Duration Fund - Institutional Plan - Growth may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.
Q: What is the exit load of Sundaram Medium Duration Fund - Institutional Plan - Growth?
A: The exit load of Sundaram Medium Duration Fund - Institutional Plan - Growth is If units purchased or switched in from another scheme of the Fund are redeemed or switched out before 12 months: exit load is 1% of the applicable NAV. If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 12 months: Nil., applicable if redeemed within the specified period.
Q: How is Sundaram Medium Duration Fund - Institutional Plan - Growth taxed?
A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.