e.g. Tata motors, Reliance MF, 500570

Sundaram Medium Duration Fund - Appreciation - Growth

Debt Income Moderate

NAV on (11 May 2026 )

₹70.47

(-0.12%)

Fund Size

₹33.88 Crores

1Y Returns

2.51 %

 

Earn 1% Higher Returns on Direct Funds

Invest  Top Funds
Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment Objective

Seek regular income by investing primarily in fixed income securities, which may be paid as dividend or reinvested at the option of the investor. This shall be one of the fundamental objectives of the Scheme. A secondary objective is to attempt to keep the value of its units reasonably stable.

AMC

Sundaram Asset Management Company Ltd.

Fund Details

Launch Date

December 18, 1997

Fund Manager

Mr. Dwijendra Srivastava

Initial Price

10

AUM Fund

33.88 Cr

Min investment

Rs 5000

Expense Ratio

2.06%

SIP Minimum Investment

Daily - Rs. 100/- and in multiples of Re. 1/- thereafter. Minimum 90 installments.Weekly - Rs. 1000/- and in multiples of Re. 1/- thereafter. Minimum 6 installments.Monthly - Rs.100/- and in multiples of Re. 1/- thereafter. Minimum 6 installments.Quarterly - Rs. 750/- and in multiples of Re. 1/- thereafter. Minimum 6 installments.

Exit Load

Nil

1 Month

+0.10%

6 Months

+0.49%

1 Year

+2.51%

2 Years (CAGR)

+5.11%

3 Years (CAGR)

+4.90%

5 Years (CAGR)

+3.89%

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
13.28% 0.00% ₹1761.48
9.63% 15.58% ₹301.14
9.60% 0.00% ₹5188.04
9.11% 26.73% ₹887.84
9.03% 19.71% ₹29.92

Holdings

6.48% Central Government Securities 06/10/2035 21.54%
7.00% Tamil Nadu State Government Securities - 12/03/2029 14.78%
TREPS 9.12%
7.44% Tamil Nadu State Government Securities -20/03/2034 6.75%
Cholamandalam Investment and Finance Company Ltd - 7.38% - 28/05/2027 5.88%
National Bank for Agriculture & Rural Development - 7.01% - 16/03/2029 5.84%
Power Finance Corporation Ltd - 6.61% - 15/07/2028 5.82%
Muthoot Finance Ltd - 8.65% - 31/01/2028 4.45%
Can Fin Homes Ltd - 8.09% - 04/01/2027 2.97%
Godrej Industries Ltd - 8.36% - 28/08/2026 2.96%
Can Fin Homes Ltd - 8.45% - 27/05/2026 2.96%
360 One Prime Ltd - 8.95% - 04/06/2027 2.96%
Small Industries Development Bank of India - 7.22% - 10/04/2029 2.94%
HDB Financial Services Ltd - 7.4091% - 05/06/2028 2.94%
PNB Housing Finance Ltd - 7.28% - 05/06/2028 2.93%
REC LTD - 6.52% - 31/01/2028 2.92%
Cash and Other Net Current Assets 1.85%
Corporate Debt Market Development Fund - Class A2 0.39%

Sector Allocation

Finance 21.53%
Address
Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah, Chennai (Madras) Tamil Nadu India 600014
Phone
+91 22 28569851
Fax
+91 22 28583156
Launch Date
December 18, 1997
Custodian
HDFC Bank, Standard Chartered Bank
Registrar & Transfer Agent
KFIN Technologies Pvt. Ltd.

Frequently Asked Questions

Q: What is the current NAV of Sundaram Medium Duration Fund - Appreciation - Growth?

A: The latest NAV of Sundaram Medium Duration Fund - Appreciation - Growth is ₹ 70.47 as on 11 May 2026.

Q: What type of mutual fund is Sundaram Medium Duration Fund - Appreciation - Growth?

A: Sundaram Medium Duration Fund - Appreciation - Growth is a 'Debt - Income' type mutual fund managed by 'Sundaram Asset Management Company Ltd.'.

Q: What is the expense ratio of Sundaram Medium Duration Fund - Appreciation - Growth?

A: The expense ratio of Sundaram Medium Duration Fund - Appreciation - Growth is 2.06%, which impacts overall returns.

Q: Who manages Sundaram Medium Duration Fund - Appreciation - Growth?

A: Sundaram Medium Duration Fund - Appreciation - Growth is managed by Mr. Dwijendra Srivastava, who oversees investment strategy and portfolio decisions.

Q: Is Sundaram Medium Duration Fund - Appreciation - Growth a good investment?

A: Sundaram Medium Duration Fund - Appreciation - Growth may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of Sundaram Medium Duration Fund - Appreciation - Growth?

A: The exit load of Sundaram Medium Duration Fund - Appreciation - Growth is Nil, applicable if redeemed within the specified period.

Q: How is Sundaram Medium Duration Fund - Appreciation - Growth taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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