Sundaram Mutual Fundimage

Sundaram Medium Duration Fund - Appreciation

DebtMedium DurationGrowth

Fund Overview

NAV (20 Dec 24)

₹ 66.35

AUM (in Cr)

₹ 44.43

5 Years CAGR

% 4.10

Risk Level 

Moderate

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Medium Duration Fund - Appreciation
0.47
1.00
3.13
6.17
3.93
4.10
Nifty Medium Duration Debt Index A-III
0.54
1.46
4.15
8.33
5.45
6.83
Medium Duration
0.70
2.16
4.09
7.86
5.99
6.01

Note:  The Benchmark adopted by the AMC may be different from the one indicated above. Information available here is on the basis of internal data, publicly available information and other sources believed to be reliable, produced for information purpose only and should not be construed as investment advice to any party.

Scheme Information

Investment Objective

Aims to earn regular Income by investing primarily in fixed income securities, which may be paid as dividend or reinvested at the option of the investor.

Expense Ratio
% 2.18
Benchmark
Nifty Medium Duration Debt Index A-III
AUM
₹ 44.43
Inception Date
18 Dec 1997
Turnover Ratio
-
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.
Asset Class
Debt
amc-logo

Sundaram Mutual Fund

Total AUM

₹ 67164.09

No. of Schemes under this AMC

53

Phone

28583362, 28583367

Email

dhirent@sundarammutual.com

Incorporation Date

8/24/1996

Address

Sundaram Towers,, 2nd Floor,, 46 Whites Road,

Chennai (Madras) - 600014

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Sundaram Medium Duration Fund - Appreciation

DebtMedium Duration
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