Sundaram Medium Duration Half Yearly IDCW Reinvest Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Sundaram Medium Duration Half Yearly IDCW Reinvest Direct Plan

AUM
44 Cr
TER
1.34%
Risk
Moderate Risk
Insights
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+14.6%
+14.6%
+14.5%
+14.5%
NA
3Y
+15.6%
+15.6%
+15.5%
+15.5%
NA
5Y
+14.1%
+14.1%
+14.0%
+14.0%
NA
ALL
+8.4%
+8.4%
+8.5%
+8.5%
NA
VOL
7.1%
7.1%
7.8%
7.8%
NA
TER
0.8%
0.8%
0.8%
0.8%
1.3%
AUM
₹2,526 Cr
₹2,526 Cr
₹2,526 Cr
₹2,526 Cr
₹44 Cr
INFO
1.20
1.20
1.09
1.09
--
See fund holdings as of 15th Jan
Top holdings
7.1% Govt Stock 2034
34.4%
5.74% Govt Stock 2026
22.2%
7.37% Govt Stock 2028
11.5%
Treps
11.1%
7.44% Tamil Nadu State Government Securities -20/03/2034
5.3%
Bharti Telecom Limited - NCD & Bonds
4.5%
7.04% Govt Stock 2029
2.3%
Can Fin Homes Limited - NCD & Bonds
2.3%
Godrej Industries Limited - NCD & Bonds
2.3%
LIC Housing Finance Ltd - NCD & Bonds
2.2%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments
Fund manager(s)
Dwijendra Srivastava
Sandeep Agarwal

FAQs