Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Sundaram Medium Duration Fund - Direct Plan
|
Moderate
|
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1.25 |
|||
Moderately High
|
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0.74 |
||||
Moderately High
|
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0.68 |
||||
Moderately High
|
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0.39 |
||||
Moderately High
|
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0.85 |
₹43 Cr
1.00 (365)
5,000
500
1,000
6
Investment Strategy
The scheme seeks to generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments.
Suitability
"Medium Duration debt funds invest mainly in bonds maturing in about three to four years. They aim to earn better returns than bank fixed deposits of a similar duration. The risk of incurring a loss in these funds over the said time frame is low, but they do not guarantee returns or safety of capital.
Retail investors can avoid these funds altogether. We believe that Short Duration funds are a better alternative for the fixed-income allocation in an investor’s portfolio.
We also believe that investors with an investment horizon of more than three years may consider investing some portion of their money in equity funds to earn higher returns. They witness more severe ups and downs than debt funds but the possibility of incurring a loss reduces with an increase in one’s investment horizon."
Capital Gains Taxation
Dividend Taxation
1 min read•By News Desk
Sundaram Medium Term Bond Fund - Direct Plan is mandated to invest in bonds such that the duration of the portfolio is between three to four years.
Mutual funds can be bought directly from the website of the fund house. For instance, Sundaram Medium Duration Fund - Direct Plan fund can be purchased from the website of Sundaram Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Sundaram Medium Duration Fund - Direct Plan is ₹72.1398 as of 14-Aug-2024.
The AUM of Sundaram Medium Duration Fund - Direct Plan Fund is ₹43 Cr as of 31-Jul-2024
The riskometer level of Sundaram Medium Duration Fund - Direct Plan is Moderate. See More
Company | Percentage of Portfolio |
---|---|
GOI Sec 7.18 14/08/2033 |
35.71
|
GOI Sec 5.74 15/11/2026 |
34.40
|
Tamilnadu State SDL 7.44 20/03/2034 |
5.46
|
Bharti Telecom Ltd SR XVI Debenture 8.90 04/12/2025 |
2.35
|
Godrej Industries Ltd SR I Debenture 8.36 28/08/2026 |
2.35
|
As of 31-Jul-2024, Sundaram Medium Duration Fund - Direct Plan had invested 80.54% in Debt and 19.46% in Cash & Cash Eq. See More
Sundaram Medium Duration Fund - Direct Plan is 11 years 7 months old. It has delivered 6.87% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
6.98%
|
4.58%
|
4.95%
|
5.47%
|
6.84%
|
6.87%
|
No, There is no lock in period in Sundaram Medium Duration Fund - Direct Plan.
The expense ratio of Sundaram Medium Duration Fund - Direct Plan is 1.25.