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Sundaram Medium Term Bond fund (Growth)

Formerly Sundaram Bond Saver Gr
Returns (3yrs)
6.01 %
Latest NAV
57.04

Investment Calculator

  • Tenure
  • Returns %
  • Step Up %
Total Investment
Wealth Gained
Total Corpus Created
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Short Term Money
Better than FD

Fund Information

as on 11th of August, 07:03 PM

To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments

Fund Managers

  • profile-pic
    Dwijendra Srivastava
    profile-pic
    Sandeep Agarwal
  • expense-ratio
    Expense Ratio
    2.18
    benchmark
    Benchmark
    CRISIL Medium Term Debt TR INR
  • Aum image
    AUM
    ₹ 73.78 Crores
    ISIN
    ISIN
    INF903J01FQ2
  • Category Risk:

    Moderate Risk

Holding Information

as on 11th of August, 07:03 PM

Top Holding

Reverse Repo
8%
National Bank For Agriculture And Rural Development
8%
7.68% Govt Stock 2023
7%
State Bank Of India
7%
Bank Of Baroda
7%

Allocation

Debt
84%
Others
16%
Equity
0%

Investment Return Calculator

as on 11th of August, 07:03 PM
  • Of
  • For
Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 11th of August, 07:03 PM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Sundaram Medium Term Bond Growth is a Medium Term Debt fund and has delivered an annualised return of 6.01% over a period of 3 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers names are Dwijendra Srivastava, Sandeep Agarwal. To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments The fund charges 2.18000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.