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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000000

AUM (Fund size)

₹43 Cr

Lock In Period

N/A

Expense Ratio

2.06

Benchmark

NIFTY Medium Duration Debt Index A-III

Exit Load

If units purchased or switched in from another scheme of the Fund are redeemed or switched out before 12 months: exit load is 1% of the applicable NAV. If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 12 months: Nil.

Summary

Latest details for Sundaram Medium Duration Fund - Institutional Plan Growth include a ₹75.2476 NAV as of Jan 07,2025 and returns since inception of 13.05%. Minimum investments start at SIP ₹0. The Sundaram Medium Duration Fund - Institutional Plan Growth AUM is ₹43 Cr, with a lock-in of N/A years, expense ratio of 2.06%, and benchmark NIFTY Medium Duration Debt Index A-III. Exit load is - If units purchased or switched in from another scheme of the Fund are redeemed or switched out before 12 months: exit load is 1% of the applicable NAV. If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 12 months: Nil.. In the growth review for 1M Month/Year, the fund recorded 0.36% returns, against a category average of 2.26% and a category best of 298.31%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.362.26298.31
6M3.292.45316.78
1Y6.476.11340.09
3Y4.1715.4139.54

Portfolio Analysis

  • Equity:
  • Debt: 99.71%
  • Others
As on: 2025-03-15
View allocation % by

1. 7.10% Central Government Securities 08/04/203435.57%
2. 5.74% Central Government Securities 15/11/202622.87%
3. 7.37% Government Securities-23/10/202811.87%
4. Bharti Telecom Ltd - 8.9% - 04/12/20254.65%
5. TREPS4.12%
6. Muthoot Finance Ltd - 8.65% - 31/01/20283.48%
7. Cash and Other Net Current Assets2.41%
8. 7.04% Central Government Securities 03/06/20292.35%
9. Can Fin Homes Ltd - 8.45% - 27/05/20262.33%
10. Can Fin Homes Ltd - 8.09% - 04/01/20272.32%
11. Godrej Industries Ltd - 8.36% - 28/08/20262.32%

1. 7.44% Tamil Nadu State Government Securities -20/03/20345.42%

About Fund

Sundaram Medium Duration Fund - Institutional Plan Growth managed by Sundaram Mutual Fund,is a Medium Duration Fundsscheme with Assets Under Management of ₹43 Crore. The fund benchmarks its performance against the NIFTY Medium Duration Debt Index A-III while maintaining an expense ratio of 2.06. Under the expert guidance of Dwijendra Srivastava ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Dwijendra Srivastava

Mr. Dwijendra holds Chartered Financial Analyst from CFA Institute, USA. He is also a Textile Engineer with Post Graduate Diploma in Finance. He was associated with Deutsche Asset Management (India) Ltd., as Vice President and Fund Manager since 2007, spearheading debt schemes. He was also involved in new product development. Before that he was with JM and Tata Asset Management Company Private Ltd., as fund manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundUTI Medium Term Fund (Segregated - 17022020) Growth01.36 CR
This FundFranklin India Income Opportunities Fund - Segregated Portfolio 2 Growth00 CR0.04
This FundSundaram Medium Duration Fund - Institutional Plan Growth043.15 CR2.06
This FundAditya Birla Sun Life Medium Term Plan Growth53095.49 CR1.56
This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth01626.19 CR1.68
Fund Name1Y3Y
This FundUTI Medium Term Fund (Segregated - 17022020) Growth333.83080
This FundFranklin India Income Opportunities Fund - Segregated Portfolio 2 Growth309.45720
This FundSundaram Medium Duration Fund - Institutional Plan Growth6.2712.6846
This FundAditya Birla Sun Life Medium Term Plan Growth8.105831.5964
This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth10.566337.0187

FAQs

Sundaram Medium Duration Fund - Institutional Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Medium Duration Fund - Institutional Plan Growth is 2.06. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Medium Duration Fund - Institutional Plan Growth’s fund performance is as follows:
  • 1 Month : 0.36%
  • 6 Months : 3.29%
  • 1 Year : 6.47%
  • 3 Years : 4.17%
Returns of Sundaram Medium Duration Fund - Institutional Plan Growth are updated daily based on NAV of ₹ 75.2476 as on Jan 07,2025. Since inception, the return has been 13.05%.

You can invest in Sundaram Medium Duration Fund - Institutional Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Medium Duration Fund - Institutional Plan Growth is ₹43 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Medium Duration Fund - Institutional Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500