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Scheme Information
Sundaram Med Duration Qt IDCW-R
as of 22 May 2026, 16:38 PM
SIP Calculator
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Scheme Ratings
rated by Value Research
Scheme Riskometer
Your principal will be at Moderate Risk
Investment Returns
Absolute Returns
CAGR
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| 6.48% Govt Stock 2035 | - | BT | 21.52% |
| 7.0% Tamilnadu Sgs 2029 | - | BT | 14.88% |
| 7.44% Tamilnadu Sgs 2034 | - | BT | 6.78% |
| Cholamandalam Investment And Finance Company Limited | - | B | 5.92% |
| Small Industries Development Bank Of India | - | B | 5.89% |
| National Bank For Agriculture And Rural Development | - | B | 5.86% |
| Power Finance Corporation Limited | - | B | 5.85% |
| Muthoot Finance Limited | - | B | 4.49% |
| Can Fin Homes Limited | - | B | 2.99% |
| 360 One Prime Limited | - | B | 2.99% |
| Godrej Industries Limited | - | B | 2.99% |
| Can Fin Homes Limited | - | B | 2.98% |
| Hdb Financial Services Limited | - | B | 2.95% |
| Pnb Housing Finance Limited | - | B | 2.94% |
| Rec Limited | - | B | 2.94% |
| Corporate Debt Market Development Fund - Class A2 | - | EX | 0.40% |
| Treps | - | CR | 5.50% |
| Cash And Other Net Current Assets^ | - | CA | 2.15% |
Sector Holding Analysis
Equity / Debt / Cash Split
Debt
88.97%
Cash
10.64%
Others
0.4%
Equity sector allocation
Basic Materials
21.33%
Financial Services
28.23%
Others
50.44%
Fund House Contact Details
Asset Management Company
Funds in this Category
DSP Credit Risk Fund Reg Mly IDCW-R
Debt
Min. Investment
₹100
Category Returns
10.92%
15.50%
3Y Returns
+15.50%
DSP Credit Risk Fund Reg Mly IDCW-P
Debt
Min. Investment
₹100
Category Returns
10.92%
15.50%
3Y Returns
+15.50%
DSP Credit Risk Fund Reg Gr
Debt
Min. Investment
₹100
Category Returns
10.92%
15.50%
3Y Returns
+15.42%
About Sundaram Med Duration Qt IDCW-R
Investment Objective of the Scheme
Key Features of The Fund
5-year return
+3.73%
Fund Manager
Dwijendra Srivastava
Risk Profile
Moderate Risk
Expense Ratio
2.06%
Fund Size
₹33.56 Cr
FAQ's
What has been the returns generated by Sundaram Med Duration Qt IDCW-R over different time periods?
What is the expense ratio of Sundaram Med Duration Qt IDCW-R?
What is the AUM (Assets Under Management) of Sundaram Med Duration Qt IDCW-R?
What are the top stock holdings of Sundaram Med Duration Qt IDCW-R?
The Sundaram Med Duration Qt IDCW-R has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| 6.48% Govt Stock 2035 | 21.52% |
| 7.0% Tamilnadu Sgs 2029 | 14.88% |
| 7.44% Tamilnadu Sgs 2034 | 6.78% |
| Cholamandalam Investment And Finance Company Limited | 5.92% |
| Small Industries Development Bank Of India | 5.89% |
| National Bank For Agriculture And Rural Development | 5.86% |
| Power Finance Corporation Limited | 5.85% |
| Muthoot Finance Limited | 4.49% |
| Can Fin Homes Limited | 2.99% |
| 360 One Prime Limited | 2.99% |
| Godrej Industries Limited | 2.99% |
| Can Fin Homes Limited | 2.98% |
| Hdb Financial Services Limited | 2.95% |
| Pnb Housing Finance Limited | 2.94% |
| Rec Limited | 2.94% |
| Corporate Debt Market Development Fund - Class A2 | 0.40% |
| Treps | 5.50% |
| Cash And Other Net Current Assets^ | 2.15% |
In which sectors has Sundaram Med Duration Qt IDCW-R invested in?
The Sundaram Med Duration Qt IDCW-R has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 21.33% |
| Communication Services | - |
| Consumer Cyclical | - |
| Consumer Defensive | - |
| Energy | - |
| Financial Services | 28.23% |
| Healthcare | - |
| Industrials | - |
| Real Estate | - |
| Technology | - |
| Utilities | - |
What is the risk level of Sundaram Med Duration Qt IDCW-R?
Who are the fund managers of Sundaram Med Duration Qt IDCW-R?
Is there a minimum SIP amount to invest in Sundaram Med Duration Qt IDCW-R?
Can I invest in Sundaram Med Duration Qt IDCW-R both in SIP and lump sum?
How to invest in Sundaram Med Duration Qt IDCW-R?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Sundaram Med Duration Qt IDCW-R:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Sundaram Med Duration Qt IDCW-R.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Sundaram Med Duration Qt IDCW-R?
The exit load of Sundaram Med Duration Qt IDCW-R is as follows:
Exit load of 1.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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