Sundaram Medium Term Fund - Institutional Plan Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Sundaram Medium Term Fund - Institutional Plan Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000000

AUM (Fund size)

₹43 Cr

Lock In Period

N/A

Expense Ratio

1.9

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.

Benchmark

NIFTY Medium Duration Debt Index A-III

Sundaram Medium Term Fund - Institutional Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.36-1.37297.89
6M3.290.92316.34
1Y6.473.09339.71
3Y4.1712.1537.02

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%
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About Fund Sundaram Medium Term Fund - Institutional Plan Growth

Sundaram Medium Term 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 1.9. 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.

Sundaram Medium Term Fund - Institutional Plan Growth FAQs

Sundaram Medium Term 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 Term Fund - Institutional Plan Growth is 1.9. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Medium Term 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 Term 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 Term 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 Term Fund - Institutional Plan Growth is ₹43 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Medium Term 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.
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