Debt
●
Medium Duration
Current NAV
₹69.79
Expense Ratio
2.19%
Min SIP
₹250
Fund Size
₹42Cr
Min Investment
₹5.00K
Lock In
NA
Scheme Information Document
Exit load: 1% on or before 12M, Nil after 12M
Alpha
-0.14%
Beta
0.54
Sharpe Ratio
-0.133189
Risk
6.03%
Above numbers are based upon past 3 years
Would have become
₹1,49,748.59
(6.20)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
Dwijendra Srivastava
Sundaram Medium Duration FundTotal assets under management
₹68.69L Crores
Date of incorporation
26 Feb 1996
Ans.
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Ans. The Sundaram Medium Duration Fund has an AUM of ₹42.85 Cr as on 1/1/1. The scheme has delivered CAGR returns for the past 3 years against a category average of 7.77%. The risk is Moderate against the category average of 25.18.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on debt funds: Debt funds are those schemes that invest at least 65% of their corpus in SEBI-regulated debt instruments.
For investments made after April 1, 2023, capital gains from debt funds are added to individual’s income and taxed at the relevant slab rate, irrespective of holding period.
Ans. There is no lock-in period applicable on Sundaram Medium Duration Fund.
Ans. The expense ratio of Sundaram Medium Duration Fund is 2.19%.