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FAQ : Sundaram Medium Duration Fund - Growth - Direct Plan

Sundaram Medium Duration Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 3.48 5.21 4 4.78
Average Rolling Returns(%) 5.83 5.76 6.07 6.63

The Current NAV of Sundaram Medium Duration Fund - Growth - Direct Plan is ₹79.11.

It is better to invest in a fund with a longer track record as Sundaram Medium Duration Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

Sundaram Medium Duration Fund - Growth - Direct Plan fund’s expense ratio is 1.09%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Sundaram Medium Duration Fund - Growth - Direct Plan is currently ₹34 Crores.

The Top three stocks are , and and account for 0% of its portfolio. Top 5 and 10 stocks of fund account for 0% and 0% of fund’s portfolio respectively.

Top three sectors of Sundaram Medium Duration Fund - Growth - Direct Plan fund are Others, Miscellaneous and accounting for 100% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Debt - Medium Duration Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Sundaram Medium Duration Fund - Growth - Direct Plan Fund is Debt - Medium Duration Fund.

Dwijendra Srivastava and Sandeep Agarwal manage the Sundaram Medium Duration Fund - Growth - Direct Plan Fund.

Sundaram Medium Duration Fund - Growth - Direct Plan current PE ratio is 0.00 and PB ratio is 0.00

The asset allocation of Sundaram Medium Duration Fund - Growth - Direct Plan is Stocks : 0%, Debt : 100% and Gold : 0.39%

The minimum SIP amount for Sundaram Medium Duration Fund - Growth - Direct Plan is ₹250.00 and minimum lumpsum is ₹5000.00

The exit load for Sundaram Medium Duration Fund - Growth - Direct Plan is 1% on or before 12 months, Nil after 12 months

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