Sundaram Medium Duration - Direct Plan - Growth Option
Moderate Risk
Debt
3 Star
NAV as of Jul 02, 2025
₹77.41
0.05%1D Change
Returns since inception
6.98%p.a.
Moderate Risk
Debt
3 Star
NAV as of Jul 02, 2025
₹77.41
0.05%1D Change
Returns since inception
6.98%p.a.
Sundaram Medium Duration - Direct Plan - Growth Option
Moderate Risk|Debt|3 Star
NAV as of Jul 02, 2025
₹77.41
0.05%1D
Returns since inception
6.98%p.a.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating3 Star
- Expense ratio1.39%
- Exit Load1% within 365 days
- AUM (Fund size)₹43.05 Crore
- Lock-in periodNo Lock-in
- Age12 yrs since Jan 01, 2013
- Min. investmentSIP ₹300 & Lump. ₹5000
- RiskModerate
- Tax implicationsShort-term capital gains (STCG) are taxed at applicable slab rates
Fund Distribution
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| 7.1% Govt Stock 2034 | 36.46% |
| 7.37% Govt Stock 2028 | 12.13% |
| 5.74% Govt Stock 2026 | 11.63% |
| 7.44% Tamil Nadu State Government Securities -20/03/2034 | 5.61% |
| Bharti Telecom Limited | 4.67% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Aditya Birla Sun Life Med... | ₹ 2,526 Cr | ₹43.52 | 0.05% | Moderately High risk |
| Kotak Medium Term Direct ... | ₹ 1,859 Cr | ₹25.37 | 0.02% | Moderately High risk |
| Axis Strategic Bond Fund ... | ₹ 1,942 Cr | ₹30.92 | 0.06% | Moderately High risk |
| ICICI Prudential Medium T... | ₹ 5,725 Cr | ₹49.41 | 0.08% | Moderately High risk |
NAV History - SUNDARAM MEDIUM DURATION FUND Direct Plan - Growth
FUND | SUNDARAM MEDIUM DURATION FUND Direct Plan - Growth |
|---|---|
| NAV (Jul 02, 2025) | ₹77.41 |
| Class | Debt | Medium |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Dwijendra Srivastava, Sandeep Agarwal |
FUND | SUNDARAM MEDIUM DURATION FUND Direct Plan - Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹300 and Lump. ₹5000 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| SUNDARAM MEDIUM DURA... | 0.04% | 0.1% | 2.5% | 4.69% | 8.52% | 7.03% |
About Sundaram Asset Management Company Ltd
Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors. The company strives to make mutual funds available for a wide range of people.
Sundaram Asset Management Company Ltd Details
- No. of schemes147
- Total AUM₹31,971.17 Crore
- AddressPrincipal Pnb Asset Management Co. Pvt. Ltd., Exchange Plaza, Ground Floor, B Wing, Mumbai, 400 051
- Phone+91 22 67720555
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.01 Lakhs ₹
Min investment of ₹300 required
