Sundaram Medium Duration Growth
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1–3 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation1.4%
Sharpe Ratio0.54
Beta1.59
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
7.1% Govt Stock 2034Utilities34.09%
7.37% Govt Stock 2028Utilities12.16%
5.74% Govt Stock 2026Utilities11.65%
7.44% Tamil Nadu State Government Securities -20/03/2034Utilities5.58%
TrepsUtilities4.87%
Bharti Telecom LimitedUtilities4.68%
Cholamandalam Investment And Finance Company LimitedUtilities4.67%
Power Finance Corporation LimitedUtilities4.65%
Muthoot Finance LimitedUtilities3.55%
7.04% Govt Stock 2029Utilities2.41%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.13%
Exit Load1
Regulatory & Tax Information
INF903J01FQ2
ISINDailyDealing Frequency
CRISIL Short Term Bond TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)