e.g. Tata motors, Reliance MF, 500570

Sundaram Medium Duration Fund - Institutional Plan - IDCW-Quarterly

Debt Income Moderate

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹22 Crores

1Y Returns

No Data Available%

 

Earn 1% Higher Returns on Direct Funds

Invest  Top Funds
Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment Objective

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.

AMC

Sundaram Asset Management Company Ltd.

Fund Details

Launch Date

August 18, 2003

Fund Manager

Mr. Dwijendra Srivastava

Initial Price

10

AUM Fund

22 Cr

Min investment

Rs 10000000

Expense Ratio

2.06%

Exit Load

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.

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

Holdings

7.80% G-Sec 2021 42.90%
Power Finance Corporation 23.30%
SBNPP Home Finance 22.00%
Cash, Call & Net Current Assets 7.40%
Reverse Repo / CBLO 1.80%
South Indian Bank 1.00%
6.05% G-Sec 2019 0.90%
Kotak Mahindra Prime 0.40%
6.83% G-Sec 2039 0.30%
Address
Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah, Chennai (Madras) Tamil Nadu India 600014
Phone
+91 22 28569851
Fax
+91 22 28583156
Launch Date
August 18, 2003
Custodian
HDFC Bank, Standard Chartered Bank
Registrar & Transfer Agent
KFIN Technologies Pvt. Ltd.

Frequently Asked Questions

Q: What is the current NAV of Sundaram Medium Duration Fund - Institutional Plan - IDCW-Quarterly?

A: The latest NAV of Sundaram Medium Duration Fund - Institutional Plan - IDCW-Quarterly is ₹ .

Q: What type of mutual fund is Sundaram Medium Duration Fund - Institutional Plan - IDCW-Quarterly?

A: Sundaram Medium Duration Fund - Institutional Plan - IDCW-Quarterly 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 - IDCW-Quarterly?

A: The expense ratio of Sundaram Medium Duration Fund - Institutional Plan - IDCW-Quarterly is 2.06%, which impacts overall returns.

Q: Who manages Sundaram Medium Duration Fund - Institutional Plan - IDCW-Quarterly?

A: Sundaram Medium Duration Fund - Institutional Plan - IDCW-Quarterly is managed by Mr. Dwijendra Srivastava, who oversees investment strategy and portfolio decisions.

Q: Is Sundaram Medium Duration Fund - Institutional Plan - IDCW-Quarterly a good investment?

A: Sundaram Medium Duration Fund - Institutional Plan - IDCW-Quarterly 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 - IDCW-Quarterly?

A: The exit load of Sundaram Medium Duration Fund - Institutional Plan - IDCW-Quarterly 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 - IDCW-Quarterly taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

Close

Add Sundaram Medium Duration Fund - Institutional Plan to your Watchlist

Alert me if price...
Close

Add Sundaram Medium Duration Fund - Institutional Plan to your Portfolio

:  
   
:    
 

Home

Market News

Latest News

International Markets

Economy

Industries

Mutual Fund News

IPO News

Search News

My Portfolio

My Watchlist

Gainers

Losers

Sectors

Indices

Forex

Mutual Funds

Feedback