Rating : ★ ★ ★ ☆ ☆
Sundaram Medium Term Bond - Direct Plan - Growth Option
 ÂMedium Duration Fund
Fund Type
Open Ended
Investment Plan
Growth
Expense Ratio
1%
Asset Size
44.61 Cr.
(As of 15 Sep, 2023)
Benchmark
CRISIL Medium Term Debt TR INR
Riskometer
Investors understand that their principal will be at Moderate Risk.
Objective
To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments
 
Fund manager
Dwijendra Srivastava
Exit load
1 %
(If redeemed within 365 days)Minimum sip
₹0
Minimum investment
₹5000
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
5.74% Govt Stock 2026
24.66%
5.22% Govt Stock 2025
19.06%
Chennai Petroleum Corporation Ltd.
9.63%
5.63% Govt Stock 2026
9.52%
Sector Allocation
About the Scheme Type
Medium Duration Funds invest in debt and money market instruments wherein the portfolio’s Macaulay Duration should be between three to four years. Given that these funds do not have equity exposure, it reduces the risk factor and is generallysuited for investors whose investment horizon is 1 – 3 years and are looking for just better than nominal returns.
Ratings
This fund is rated 3 stars by Morning Star Ratings.