Sundaram Medium Duration Fund
NAV : ₹ 70.196 as of 21 January, 2026
Overview
₹ 35.96 Cr
Fund size
₹ 250
Min SIP
₹ 5000
Lumpsum
16 October 1997
Launch date
Growth
Fund plan
Regular
Scheme type
1
Rating by Value Research
Return Calculator
₹ 5,000
Over the past
Total Investment of ₹3,00,000
Monthly SIP of ₹5,000 would have become ₹3,32,184 in 5 years with a gain of ₹32,184 (+9.69%)
Disclaimer: Past performance is not an indicator of future returns
Top Holdings
GOI Securities | 33.57% |
Debenture | 23.73% |
State Development Loan | 20.51% |
Bonds | 8.33% |
Floating Rate Bond | 2.80% |
Equity Holding(s) Distribution
Other Scheme Info
Expense Ratio
Inclusive of GST
2.06%
Stamp Duty
0.005%
Exit Load
0
View Scheme Document
Peer Analysis
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Sundaram Medium Duration Fund Managers
List of Sundaram Mutual Fund's top performing schemes
23.40% | |
19.54% | |
18.63% | |
18.17% | |
17.86% | |
16.60% | |
16.57% | |
15.87% | |
15.58% | |
15.04% |
Fund House
Sundaram Mutual Fund
Total AUM: 76948.12Cr
Established in 1996, Sundaram Mutual Fund operates as a wholly-owned subsidiary of Sundaram Finance Limited (SFL), one of India's oldest Non-Banking Financial Companies (NBFCs). Sundaram Asset Management Company manages total assets under management (AUM) amounting to approximately Rs. 76,948.11 crores as of November 2025.
Learn more about Sundaram Mutual Fund
Kotak Neo: AMFI-registered Mutual Fund Distributor
FAQ for Sundaram Medium Duration Fund
Start SIP with just Rs.100
Start SIP with just Rs.100