NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹13.13
0.35%
NAV as on 16 Jan 25, 12:00 AM
moderate risk
medium duration
debt
NAV as on 16 Jan 25, 12:00 AM
moderate risk
medium duration
debt
4.36%p.a.
Last 1Y
3.42%p.a.
Last 3Y
2.78%p.a.
Last 5Y
6.21%p.a.
Since Inception
About Sundaram Medium Duration Quarterly Reinvestmentof Income Distribution cum Capital Withdrawal for NRIs
NRIs can achieve long-term capital appreciation by investing in the Sundaram Medium Duration Quarterly Reinvestmentof Income Distribution cum Capital Withdrawal scheme from Sundaram Asset Management Company Ltd. It is a Medium Duration mutual fund scheme that predominantly invests in Medium Duration stocks of companies. Launched on Dec 1997, Sundaram Medium Duration Quarterly Reinvestmentof Income Distribution cum Capital Withdrawal is Medium Duration fund of its category with 44.52 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Medium Duration funds.
- Sundaram Medium Duration Quarterly Reinvestmentof Income Distribution cum Capital Withdrawal delivered 4.4% annual returns during the last year. It has delivered 6.2% average annual returns since the fund was launched.
- Sundaram Medium Duration Quarterly Reinvestmentof Income Distribution cum Capital Withdrawal scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments
Top 10 Holdings
7.1% Govt Stock 2034
34.44%
5.74% Govt Stock 2026
22.09%
7.37% Govt Stock 2028
11.49%
7.44% Tamil Nadu State Government Securities -20/03/2034
5.29%
Bharti Telecom Limited
4.52%
7.04% Govt Stock 2029
2.28%
Can Fin Homes Limited
2.26%
Godrej Industries Limited
2.25%
LIC Housing Finance Ltd
2.21%
Corporate Debt Market Development Fund - Class A2
0.27%
Fund Managers
- Dwijendra Srivastava (Jul 2010 - Present)
- Sandeep Agarwal (Jun 2012 - Present)
Key Information
View Scheme Document
Sundaram Medium Duration Quarterly Reinvestmentof Income Distribution cum Capital Withdrawal SIP Calculator
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NRI Mutual Fund Tax on Sundaram Medium Duration Quarterly Reinvestmentof Income Distribution cum Capital Withdrawal
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Sundaram Medium Duration Quarterly Reinvestmentof Income Distribution cum Capital Withdrawal?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Sundaram Medium Duration Quarterly Reinvestmentof Income Distribution cum Capital Withdrawal
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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