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Sundaram Medium Duration Fund - Institutional Plan - Bonus

Debt Income Moderate

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹193.87 Crores

1Y Returns

No Data Available%

 

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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

193.87 Cr

Min investment

Rs 2500000

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

7.59% Central Government Securities 11/01/2026 36.45%
Housing Development Finance Corporation Ltd - 8.44 - 01/06/2026 7.74%
Talwandi Sabo Power Ltd - 9.27 - 10/11/2017 6.50%
LIC Housing Finance Ltd - 8.75 - 12/02/2021 5.20%
7.72% Central Government Securities 25/05/2025 5.20%
STCI Finance Ltd - 02/12/2016 4.97%
JM Financial Products Ltd - 06/03/2017 4.86%
CBLO 4.26%
9.60% Maharashtra State Development Loan 14/08/2023 2.80%
7.68% Central Government Securities 15/12/2023 2.60%
Nuclear Power Corporation of India Ltd - 8.13 - 28/03/2027 2.60%
Hindalco Industries Ltd - 9.55 - 27/06/2022 2.59%
LIC Housing Finance Ltd - 10.18 - 19/09/2016 2.07%
8.43% Maharashtra State Development Loan 12/11/2024 1.85%
8.33% Rajasthan State Development Loan 23/06/2025 1.43%
8.29% Rajasthan State Development Loan 23/06/2024 1.42%
8.15% Rajasthan State Development Loan 23/06/2021 1.42%
8.27% Rajasthan State Development Loan 23/06/2022 1.42%
8.27% Rajasthan State Development Loan 23/06/2023 1.42%
8.01% Rajasthan State Development Loan 23/06/2020 1.42%
7.86% Rajasthan State Development Loan 23/06/2019 1.42%
8.19% Rajasthan State Development Loan 23/06/2026 1.42%
7.75% Rajasthan State Development Loan 23/06/2018 1.42%
Cash & Other Net Current Assets -2.49%
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 - Bonus?

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

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

A: Sundaram Medium Duration Fund - Institutional Plan - Bonus 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 - Bonus?

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

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

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

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

A: Sundaram Medium Duration Fund - Institutional Plan - Bonus 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 - Bonus?

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

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

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