Sundaram Medium Duration Fund Regular Half Yearly Idcw Reinvestment

Debt Generate Interest income and beat FD returns
Medium Duration Fund
Category Rank
Rating
  • The fun has significantly poor and below average yield(expected return) as compared to other funds in the category
Fund
Since this is low rated scheme, RANK MF research recommends that Investors should look for alternative schemes
Time to Invest
NAV
Rs.13.5095 (09/05/2025)
L 52Wk H
13.07
 
 13.68

Asset Allocation for Sundaram Medium Duration Fund Regular Half Yearly Idcw Reinvestment Fund Growth

Top 10 Holdings of Sundaram Medium Duration Fund Regular Half Yearly Idcw Reinvestment

97.22 % of total assets
7.10% Central Government Securities 08/04/2034(37.40%)
5.74% Central Government Securities 15/11/2026(23.67%)
7.37% Government Securities-23/10/2028(12.37%)
7.44% Tamil Nadu State Government Securities -20/03/2034(5.74%)
Bharti Telecom Ltd - 8.9% - 04/12/2025**(4.78%)
Muthoot Finance Ltd - 8.65% - 31/01/2028**(3.61%)
7.04% Central Government Securities 03/06/2029(2.46%)
Can Fin Homes Ltd - 8.45% - 27/05/2026**(2.40%)
Godrej Industries Ltd - 8.36% - 28/08/2026**(2.40%)
Can Fin Homes Ltd - 8.09% - 04/01/2027**(2.40%)

Detailed Portfolio of Sundaram Medium Duration Fund Regular Half Yearly Idcw Reinvestment

Portfolio Date -30 Apr 2025
Debt Holdings -10
Other Holdings -3

  • Equity Holdings

  • Debt Holdings

  • Other Holdings

Holdings % Weight Value Sahi Hai/Nahi

Insight on the composition of the Sundaram Medium Duration Fund Regular Half Yearly Idcw Reinvestment

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Sundaram global
Brand theme-equity
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  • The volatility of constituents of the fund is one of the highest in the category which often results in sub optimal returns
  • The funds expense ratio is one of the highest in the category
  • The funds ability to generate higher returns for each unit of risk undertaken is one of the lowest in the category
Since this is low rated scheme, RANK MF research recommends that Investors should look for alternative schemes
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