Sundaram Medium Term Fund - Dividend does not yet have a 5-year performance history.
The average return for Medium Duration funds is 34.78% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 0.10% | 2.68% |
| 2 Year Return | 4.95% | 9.32% |
| 3 Year Return | 7.77% | 16.67% |
| 4 Year Return | 4.41% | 25.63% |
| 5 Year Return | 9.36% | 34.78% |
| 6 Year Return | 7.40% | 45.31% |
| 7 Year Return | 17.70% | 57.07% |
| Expense Ratio | 1.63% | - |
AMC: SUNDARAM
Category: Debt • Medium Duration
Launch Date: 18 Dec 1997
Fund Manager: Mr. Kumaresh Ramakrishnan
Minimum Purchase: ₹5,000
Exit Load:
Lock-in: 0
Risk: Low Risk
Sundaram Medium Term Fund - Dividend is managed by SUNDARAM and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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