Sundaram Medium Duration Inst-G

Fund Category: Medium Duration

Fund Category Medium Duration

Moderate Debt G

2 Morning Star

0 Value Research

NAV( 14 Nov 2024)

₹ 74.53

0.09%

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Sundaram Medium Duration Inst-G

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Performance

3.79%3y Returns

-0.05% 1D Returns

Investment details

Min SIP amount

₹ -
Min Lumpsum

₹ -
Lock In

0
Expense ratio

2.58%
Exit load

1% Exit load of 1%, if redeemed within 12 months.

L After 365 days

Fund details

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Fund size

₹ 44 Cr
Plan

REGULAR
Launch date

5 Dec 2008
Fund type

OPEN
Fund benchmark

NIFTY Medium Duration Debt Index A-III
ISIN

INF903J01FY6

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Tamilnadu State SDL 7.44 20/03/2034	5.32%
CDMDF Class A2	0.27%
GOI Sec 5.74 15/11/2026	22.22%
GOI Sec 7.37 23/10/2028	11.55%
GOI Sec 7.10 08/04/2034	34.54%
GOI Sec 7.04 03/06/2029	2.29%
Repo	11.13%
Can Fin Homes Ltd FRB 8.45 27/05/2026	2.28%
Cash/Net Current Assets	1.37%
LIC Housing Finance Ltd Debenture 5.776 11/09/2025	2.23%
Bharti Telecom Ltd SR XVI Debenture 8.90 04/12/2025	4.54%
Godrej Industries Ltd SR I Debenture 8.36 28/08/2026	2.27%

Sectors

Company	Allocation %
Others	18.09%
Sovereign	70.60%
Consumer Staples	2.27%
Financial	4.51%
Communication	4.54%

Risk Associated

Moderate

Investors be aware that principal under this fund will be at Moderate risk
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

47
AUM

₹ 68,102 Cr
Website

http://www.sundarammutual.com

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

Fund Manager

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Dwijendra Srivastava

Funds Offered

20
AUM

₹ 26,209 Cr
Highest Return

10.11%

About

Dwijendra Srivastava Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now