Sundaram Medium Term Bond Reg-G

Fund Category: Medium Duration

Fund Category Medium Duration

Moderate Debt G

3 Morning Star

1 Value Research

NAV( 23 Feb 2024)

₹ 63.21
0.64%

Sundaram Medium Term Bond Reg-G

Invest now
Performance

3.31%3y Returns

-0.03% 1D Returns

Investment details
  • Min SIP amount

    ₹ 1000
  • Min Lumpsum

    ₹ 5000
  • Lock In

    0
  • Expense ratio

    2.16%
  • Exit load

    1% Exit load of 1%, if redeemed within 12 months.
    L After 365 days
Fund details
View Fund Documents
  • Fund size

    ₹ 43 Cr
  • Plan

    REGULAR
  • Launch date

    16 Oct 1997
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY Medium Duration Debt Index C-III
  • ISIN

    INF903J01FQ2
Fund allocation
Asset allocation

Company holdings
Company Allocation %
GOI Sec 7.18 14/08/2033 14.0%
Repo 15.4%
GOI Sec 7.26 06/02/2033 23.41%
GOI Sec 5.74 15/11/2026 33.8%
Cash/Net Current Assets 1.84%
CDMDF Class A2 0.27%
GOI Sec 5.15 2025 11.29%
Sectors
Company Allocation %
Others 17.51%
Sovereign 82.50%
Risk Associated
Moderate
  • Investors be aware that principal under this fund will be at Moderate risk
  • This product is suitable for investors who are seeking capital appreciation over long term

Contact Information

Address:

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

  • Funds Offered

    19
  • AUM

    ₹ 20,236 Cr
  • Highest Return

    14.54%
About

Dwijendra Srivastava Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

Start investing now

Select a Date

1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28

Similar Mutual Funds

View All Mutual Funds

Invesco India Medium Duration Reg-G

0 Morning Star

2 Value Research

1.06 %

0 Morning Star

2 Value Research

NAV

1115.22

1M Returns

1.06%

1Y Returns

7.22%

3Y Returns

-%

Min. Investment

Rs.1000.0

Fund Size

Rs.224.43 Cr

Fund Manager

Krishna Venkat Cheemalapati
Moderate Debt G
More

NAV

1115.22

Min Investment

₹1000.0

Fund Size

₹224.43 cr

Fund Manager

Krishna Venkat Cheemalapati
ADD to watchlist
Tata Medium Term Reg-G

2 Morning Star

0 Value Research

-%

2 Morning Star

0 Value Research

NAV

29.79

1M Returns

-%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.76.11 Cr

Fund Manager

-
Moderate Debt G
More

NAV

29.79

Min Investment

₹500.0

Fund Size

₹76.11 cr

Fund Manager

-
ADD to watchlist
Bandhan Bond Medium Term Reg-G

3 Morning Star

2 Value Research

0.77 %

3 Morning Star

2 Value Research

NAV

41.2

1M Returns

0.77%

1Y Returns

7.32%

3Y Returns

4.27%

Min. Investment

Rs.100.0

Fund Size

Rs.1611.04 Cr

Fund Manager

Suyash Choudhary
Moderate Debt G
More

NAV

41.2

Min Investment

₹100.0

Fund Size

₹1611.04 cr

Fund Manager

Suyash Choudhary
ADD to watchlist
ICICI Pru Medium Term Bond-G

4 Morning Star

4 Value Research

0.74 %

4 Morning Star

4 Value Research

NAV

40.03

1M Returns

0.74%

1Y Returns

7.5%

3Y Returns

6.0%

Min. Investment

Rs.1000.0

Fund Size

Rs.6408.86 Cr

Fund Manager

Manish Banthia
Moderately High Debt G
More

NAV

40.03

Min Investment

₹1000.0

Fund Size

₹6408.86 cr

Fund Manager

Manish Banthia
ADD to watchlist
Axis Strategic Bond-G

4 Morning Star

4 Value Research

0.99 %

4 Morning Star

4 Value Research

NAV

24.95

1M Returns

0.99%

1Y Returns

8.03%

3Y Returns

6.0%

Min. Investment

Rs.100.0

Fund Size

Rs.1944.2 Cr

Fund Manager

Devang Shah
Moderately High Debt G
More

NAV

24.95

Min Investment

₹100.0

Fund Size

₹1944.2 cr

Fund Manager

Devang Shah
ADD to watchlist
Sundaram Medium Term Bond Inst-G

3 Morning Star

0 Value Research

0.64 %

3 Morning Star

0 Value Research

NAV

71.43

1M Returns

0.64%

1Y Returns

6.07%

3Y Returns

3.3%

Min. Investment

Rs.0

Fund Size

Rs.42.95 Cr

Fund Manager

Dwijendra Srivastava
Moderate Debt G
More

NAV

71.43

Min Investment

₹0

Fund Size

₹42.95 cr

Fund Manager

Dwijendra Srivastava
ADD to watchlist
Sundaram Medium Term Bond Reg-G

3 Morning Star

1 Value Research

0.64 %

3 Morning Star

1 Value Research

NAV

63.21

1M Returns

0.64%

1Y Returns

6.08%

3Y Returns

3.31%

Min. Investment

Rs.1000.0

Fund Size

Rs.42.95 Cr

Fund Manager

Dwijendra Srivastava
Moderate Debt G
More

NAV

63.21

Min Investment

₹1000.0

Fund Size

₹42.95 cr

Fund Manager

Dwijendra Srivastava
ADD to watchlist
HSBC Medium Duration Reg-G

3 Morning Star

3 Value Research

0.99 %

3 Morning Star

3 Value Research

NAV

18.28

1M Returns

0.99%

1Y Returns

7.8%

3Y Returns

5.31%

Min. Investment

Rs.500.0

Fund Size

Rs.834.2 Cr

Fund Manager

Shriram Ramanathan
Moderate Debt G
More

NAV

18.28

Min Investment

₹500.0

Fund Size

₹834.2 cr

Fund Manager

Shriram Ramanathan
ADD to watchlist
Union Medium Duration Reg-G

2 Morning Star

2 Value Research

0.81 %

2 Morning Star

2 Value Research

NAV

11.6

1M Returns

0.81%

1Y Returns

7.42%

3Y Returns

4.68%

Min. Investment

Rs.1000.0

Fund Size

Rs.126.81 Cr

Fund Manager

Parijat Agrawal
Moderate Debt G
More

NAV

11.6

Min Investment

₹1000.0

Fund Size

₹126.81 cr

Fund Manager

Parijat Agrawal
ADD to watchlist
HDFC Medium Term Debt-G

4 Morning Star

3 Value Research

0.82 %

4 Morning Star

3 Value Research

NAV

50.52

1M Returns

0.82%

1Y Returns

7.5%

3Y Returns

5.53%

Min. Investment

Rs.100.0

Fund Size

Rs.4204.21 Cr

Fund Manager

Shobhit Mehrotra
Moderate Debt G
More

NAV

50.52

Min Investment

₹100.0

Fund Size

₹4204.21 cr

Fund Manager

Shobhit Mehrotra
ADD to watchlist
DSP Bond Ret-G 54EB

0 Morning Star

0 Value Research

0.76 %

0 Morning Star

0 Value Research

NAV

73.16

1M Returns

0.76%

1Y Returns

7.68%

3Y Returns

5.14%

Min. Investment

Rs.500.0

Fund Size

Rs.349.28 Cr

Fund Manager

-
Moderate Debt G
More

NAV

73.16

Min Investment

₹500.0

Fund Size

₹349.28 cr

Fund Manager

-
ADD to watchlist
DSP Bond Ret-G

3 Morning Star

3 Value Research

0.76 %

3 Morning Star

3 Value Research

NAV

73.16

1M Returns

0.76%

1Y Returns

7.68%

3Y Returns

5.14%

Min. Investment

Rs.100.0

Fund Size

Rs.349.28 Cr

Fund Manager

Vivekanand Ramakrishnan
Moderate Debt G
More

NAV

73.16

Min Investment

₹100.0

Fund Size

₹349.28 cr

Fund Manager

Vivekanand Ramakrishnan
ADD to watchlist
DSP Bond Ret-G 54EA

0 Morning Star

0 Value Research

0.76 %

0 Morning Star

0 Value Research

NAV

73.16

1M Returns

0.76%

1Y Returns

7.68%

3Y Returns

5.14%

Min. Investment

Rs.500.0

Fund Size

Rs.349.28 Cr

Fund Manager

-
Moderate Debt G
More

NAV

73.16

Min Investment

₹500.0

Fund Size

₹349.28 cr

Fund Manager

-
ADD to watchlist
Kotak Medium Term Reg-G

3 Morning Star

2 Value Research

1.1 %

3 Morning Star

2 Value Research

NAV

20.28

1M Returns

1.1%

1Y Returns

8.11%

3Y Returns

5.64%

Min. Investment

Rs.100.0

Fund Size

Rs.1828.51 Cr

Fund Manager

Deepak Agrawal
Moderately High Debt G
More

NAV

20.28

Min Investment

₹100.0

Fund Size

₹1828.51 cr

Fund Manager

Deepak Agrawal
ADD to watchlist
Baroda BNP Paribas Medium Duration-G

2 Morning Star

3 Value Research

1.02 %

2 Morning Star

3 Value Research

NAV

17.06

1M Returns

1.02%

1Y Returns

8.02%

3Y Returns

4.96%

Min. Investment

Rs.500.0

Fund Size

Rs.28.48 Cr

Fund Manager

Mayank Prakash
Moderate Debt G
More

NAV

17.06

Min Investment

₹500.0

Fund Size

₹28.48 cr

Fund Manager

Mayank Prakash
ADD to watchlist
UTI Medium Duration Reg-G

2 Morning Star

3 Value Research

0.77 %

2 Morning Star

3 Value Research

NAV

16.48

1M Returns

0.77%

1Y Returns

7.09%

3Y Returns

5.72%

Min. Investment

Rs.500.0

Fund Size

Rs.43.23 Cr

Fund Manager

Ritesh Nambiar
Moderate Debt G
More

NAV

16.48

Min Investment

₹500.0

Fund Size

₹43.23 cr

Fund Manager

Ritesh Nambiar
ADD to watchlist
Aditya Birla SL Medium Term Reg-G

5 Morning Star

5 Value Research

0.89 %

5 Morning Star

5 Value Research

NAV

34.09

1M Returns

0.89%

1Y Returns

7.45%

3Y Returns

12.53%

Min. Investment

Rs.1000.0

Fund Size

Rs.1888.86 Cr

Fund Manager

Sunaina da Cunha
Moderately High Debt G
More

NAV

34.09

Min Investment

₹1000.0

Fund Size

₹1888.86 cr

Fund Manager

Sunaina da Cunha
ADD to watchlist
SBI Magnum Medium Duration-G

5 Morning Star

4 Value Research

0.86 %

5 Morning Star

4 Value Research

NAV

45.88

1M Returns

0.86%

1Y Returns

7.83%

3Y Returns

5.53%

Min. Investment

Rs.500.0

Fund Size

Rs.6680.14 Cr

Fund Manager

Dinesh Ahuja
Moderately High Debt G
More

NAV

45.88

Min Investment

₹500.0

Fund Size

₹6680.14 cr

Fund Manager

Dinesh Ahuja
ADD to watchlist
Nippon India Strategic Debt-G

2 Morning Star

5 Value Research

0.78 %

2 Morning Star

5 Value Research

NAV

13.83

1M Returns

0.78%

1Y Returns

7.84%

3Y Returns

9.24%

Min. Investment

Rs.1000.0

Fund Size

Rs.119.85 Cr

Fund Manager

Kinjal Desai
Moderately High Debt G
More

NAV

13.83

Min Investment

₹1000.0

Fund Size

₹119.85 cr

Fund Manager

Kinjal Desai
ADD to watchlist