Fund Overview

NAV (20 Dec 24)

₹ 74.98

AUM (in Cr)

₹ 44.43

5 Years CAGR

% 4.09

Risk Level 

Moderate

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Sundaram Medium Duration Fund - Institutional Plan
0.46
0.99
3.12
6.16
3.92
4.09
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

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.

Expense Ratio
% 2.18
Benchmark
Nifty Medium Duration Debt Index A-III
AUM
₹ 44.43
Inception Date
18 Aug 2003
Turnover Ratio
-
Exit Load
Nil
Asset Class
Debt
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