Sundaram Medium Term Bond Fund - Direct (IDCW-A)

Sundaram Medium Term Bond Fund - Direct (IDCW-A)

ModerateDebtMedium Duration

Scheme Details

1.14%

Expense Ratio

₹44 cr

Fund Size

₹5,000

Minimum Lumpsum

₹250

Minimum SIP

Performance

1y

3y

5y

All

Annualized Returns

7.41%

4.78%

4.94%

6.89%

Benchmark Returns

-

-

-

-

Rank Within Category

-

-

-

-

Peer Comparison

Fund Name

Sundaram Medium Term Bond Fund - Direct (IDCW-A)

BOI AXA Credit Risk Fund - Direct

Nippon India CPO Fund II - Plan A - Direct (G)

HDFC Dynamic PE Ratio Fund of Funds - Dir (G)

SBI Multi Asset Allocation Fund - Direct (G)

Holdings

Holdings

Ratings

GSEC2025

25.62%

GSEC2026

25.52%

Bank of Baroda

9.1%

Power Fin.Corpn.

8.98%

C P C L

8.66%

Fund Manager

D

Dwijendra Srivastava

S

Sandeep Agarwal