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Sundaram Medium Duration Fund

Sundaram Money Market Fund

An open ended debt scheme investing in Money Market instruments. A relatively low interest rate risk and moderate credit risk.

Sundaram Medium Duration Fund

About This Fund

  • The fund invests in money market securities such as Certificate of Deposits, Commercial Papers, T Bills, Government Securities, Commerical Bills and any other instruments defined by RBI/SEBI having a maturity of up to 1 year
  • Investments are made in highly rated instruments across industries, sector and promoter group
  • Aims to generate income over the short term on the portfolio, while maintaining a low risk profile

NAV as on

Returns since inception as on

%

Date of Inception

Total AUM as on

₹ Crores

Risk Metric

Total Investors

3,58,030+

Performance

of ₹

for

Calculate

Total Investment of ₹ would have become ₹

Product Features

  • The fund invests in money market securities such as Certificate of Deposits, Commercial Papers, T Bills, Government Securities, Commerical Bills and any other instruments defined by RBI/SEBI having a maturity of up to 1 year
  • Investments are made in highly rated instruments across industries, sector and promoter group
  • Aims to generate income over the short term on the portfolio, while maintaining a low risk profile

Ideal For

  • Looking for a fund with high liquidity, low-volatility, and the ability to generate a higher return than liquid funds
  • Have an investment horizon longer than that of liquid funds (generally 3-12 months depending on Money Market conditions)
  • Income over a short-term investment horizon
  • Investment in money market instruments with maturity up to 1 year

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Investment objective

The investment objective of the scheme is to generate income by investing in a porfolio comprising of Money Market instruments having maturity up to one year.

Benchmark Index

Tier I:

Month End AuM

₹ Cr

Total Expense Ratio

Regular: , Direct:

Repayment Options

Growth

Income Distribution cum Capital Withdrawal (IDCW): Payout, Reinvestment, Transfer

Special Facitilities

SIP/STP

Minimum Investment Amount

₹ 1000

Entry Load

Nil

Portfolio YTM

Average Maturity

Macaulay Duration

Exit Load

Nil

Performance ₹ invested
Period Fund
(%)		 TIER I
(%)		 Additional Benchmark
(%) 		Fund
(₹)		 TIER I
(₹)		 Additional Benchmark
(₹)

Past performance may or may not be sustained in future. Returns/investment value are as of . Returns are on a compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Regular Plan-Growth Option.
Value of invested at inception is as on .

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Market Capitalization

Current Asset Allocation

Portfolio data as on

Portfolio
Fact-Sheet
Application Form
Scheme Information Document
Statement of Additional Information

Fund Managers

Product Label

Other Funds For You To Consider

Potential Risk Class Matrix

The potential risk class matrix of Sundaram Medium Duration Fund based on interest rate risk and credit risk is as follows:

Potential Risk Class
Credit Risk Relatively Low
(Class A)		 Moderate
(Class B)		 Relatively High
(Class C)
Interest Rate Risk
Relatively Low (Class I) - - -
Moderate (Class II) - - -
Relatively High (Class III) - - C-III