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Sundaram Medium Duration Fund - Institutional - Growth

  • Regular
  • Direct
Category : Medium Duration Fund
Fund House : Sundaram Mutual Fund
  • NAV
    : ₹ 75.2476 0.07%
    (as on 07th January, 2025)
This scheme closed on 07-01-2025 & the data you are seeing is not latest data.
This Scheme
VS
  • NIFTY Medium Duration Debt Index A-III
  • NA
  • NA
  • Gold
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Returns (NAV as on 07th January, 2025)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Rank within Category
1 Week 31-Dec-24 10014.60 0.15% - 1/1
1 Month 06-Dec-24 10035.80 0.36% - 1/1
3 Month 07-Oct-24 10136.40 1.36% - 1/1
6 Month 05-Jul-24 10328.60 3.29% - 1/1
YTD 01-Jan-25 10019.10 0.19% - 1/1
1 Year 05-Jan-24 10647.40 6.47% 6.42% 1/1
2 Year 06-Jan-23 11215.50 12.15% 5.89% 1/1
3 Year 07-Jan-22 11304.80 13.05% 4.17% 1/1
5 Year 07-Jan-20 12183.40 21.83% 4.02% 1/1
10 Year 07-Jan-15 17093.60 70.94% 5.50% 1/1
Since Inception 19-Aug-03 36251.70 262.52% 6.20% 1/1

SIP Returns (NAV as on 07th January, 2025)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 05-Jan-24 12000 12402.08 3.35 % 6.22 %
2 Year 06-Jan-23 24000 25517.04 6.32 % 5.99 %
3 Year 07-Jan-22 36000 39154.96 8.76 % 5.52 %
5 Year 07-Jan-20 60000 67079.24 11.8 % 4.4 %
10 Year 07-Jan-15 120000 154073.01 28.39 % 4.88 %
 

Tax Treatment

Any profit will be clubbed with your income and taxed at your effective tax rate.

Portfolio

This fund is inactive, so it does not have any stocks/debt in its current portfolio.

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
No Data Found

More Funds from Sundaram Mutual Fund

Out of 4 mutual fund schemes offered by this AMC, 1 is/are ranked 2 * , 1 is/are ranked 1 * , and 2 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Sundaram Value Fund - Growth 2 1442.01 1.02 1.38 5.03 4.36 12.16
Sundaram Value Fund - Direct Plan - Growth 1 1442.01 1.07 1.51 5.30 4.90 12.77
Sundaram Global Brand Theme - Equity Active FOF - Growth NA 138.62 0.49 7.76 21.71 22.29 22.10
Sundaram Global Brand Theme - Equity Active FOF - Direct Plan - Growth NA 138.62 0.57 8.00 22.25 23.38 23.26

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