Sundaram Medium Duration Half Yearly IDCW Reinvest Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Min. ₹5,000

Sundaram Medium Duration Half Yearly IDCW Reinvest Direct Plan

AUM
43 Cr
TER
1.26%
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
+8.5%
+8.5%
+7.1%
+7.1%
NA
3Y
+13.2%
+13.2%
+12.8%
+12.8%
NA
5Y
+9.0%
+9.0%
+9.0%
+9.0%
NA
ALL
+8.5%
+8.5%
+7.8%
+7.8%
NA
VOL
8.5%
8.5%
7.2%
7.2%
NA
TER
0.8%
0.8%
0.8%
0.8%
1.3%
AUM
₹1,892 Cr
₹1,892 Cr
₹1,892 Cr
₹1,892 Cr
₹43 Cr
INFO
1.00
1.00
1.09
1.09
--
See fund holdings as of 15th Sep
Top holdings
7.1% Govt Stock 2034
23.7%
5.74% Govt Stock 2026
22.8%
Treps
13.2%
7.18% Govt Stock 2033
11.9%
7.37% Govt Stock 2028
11.9%
Tamil Nadu (Government of) 7.44%
5.4%
Canfin Homes Limited - NCD & Bonds - NCD & Bonds
2.3%
Bharti Telecom Limited - NCD & Bonds - NCD & Bonds
2.3%
Godrej Industries Ltd. 8.36% - NCD & Bonds - NCD & Bonds
2.3%
LIC Housing Finance Ltd - NCD & Bonds - NCD & Bonds
2.3%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
₹5,000
Additional lumpsum
₹500
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