NAV on (27 Jun 2025 )
₹15.60 ▼
(-0.06%)
Fund Size
₹33.61 Crores
1Y Returns
6.18 %
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
January 1, 2013
Fund Manager
Mr. Kumaresh Ramakrishnan
Initial Price
10
AUM Fund
33.61 Cr
Min investment
Rs 5000
Expense Ratio
1.17%
Daily - Rs. 100/- and in multiples of Re. 1/- thereafter. Minimum 90 installments.Weekly - Rs. 1000/- and in multiples of Re. 1/- thereafter. Minimum 6 installments.Monthly - Rs.100/- and in multiples of Re. 1/- thereafter. Minimum 6 installments.Quarterly - Rs. 750/- and in multiples of Re. 1/- thereafter. Minimum 6 installments.
Nil
1 Month
-0.11%
6 Months
+4.61%
1 Year
+6.18%
2 Years (CAGR)
+6.08%
3 Years (CAGR)
+6.29%
5 Years (CAGR)
+3.30%
| Equity / Mid Cap funds | 1Y | 3Y | Fund Size (Cr) |
|---|---|---|---|
| 13.28% | 0.00% | ₹1792.37 | |
| 10.44% | 135.01% | ₹235.28 | |
| 9.63% | 15.58% | ₹302.51 | |
| 9.60% | 0.00% | ₹5180.49 | |
| 9.11% | 26.73% | ₹753.27 |
Q: What is the current NAV of Sundaram Medium Term Fund - Direct Plan - IDCW-Annual?
A: The latest NAV of Sundaram Medium Term Fund - Direct Plan - IDCW-Annual is ₹ 15.60 as on 27 Jun 2025.
Q: What type of mutual fund is Sundaram Medium Term Fund - Direct Plan - IDCW-Annual?
A: Sundaram Medium Term Fund - Direct Plan - IDCW-Annual is a 'Debt - Income' type mutual fund managed by 'Sundaram Asset Management Company Ltd.'.
Q: What is the expense ratio of Sundaram Medium Term Fund - Direct Plan - IDCW-Annual?
A: The expense ratio of Sundaram Medium Term Fund - Direct Plan - IDCW-Annual is 1.17%, which impacts overall returns.
Q: Who manages Sundaram Medium Term Fund - Direct Plan - IDCW-Annual?
A: Sundaram Medium Term Fund - Direct Plan - IDCW-Annual is managed by Mr. Kumaresh Ramakrishnan, who oversees investment strategy and portfolio decisions.
Q: Is Sundaram Medium Term Fund - Direct Plan - IDCW-Annual a good investment?
A: Sundaram Medium Term Fund - Direct Plan - IDCW-Annual 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 Term Fund - Direct Plan - IDCW-Annual?
A: The exit load of Sundaram Medium Term Fund - Direct Plan - IDCW-Annual is Nil, applicable if redeemed within the specified period.
Q: How is Sundaram Medium Term Fund - Direct Plan - IDCW-Annual taxed?
A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.
