SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth is a scheme launched by Sundaram Mutual Fund on December 18, 1997, and falls under the Medium Duration fund category. It currently manages an AUM of Rs 42.85 crore. The fund permits investments with a minimum SIP of Rs 250 and a lump sum of Rs 5000. It charges an expense ratio of 2.19% for managing the portfolio.

• Investing Strategy:

  To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments.

• Performance:

  SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth trailing returns over different times are 6.02% (1 year), 5.62% (3 year) and 4.05% (5 year). The average annual return of this fund stands at 4.49%.