Sundaram Medium Term - Direct Plan - Growth Option
Moderate Risk
Debt
2 Star
NAV as of Oct 16, 2026
₹80.24
0%1D Change
3Y returns
+18.53% ↑
Moderate Risk
Debt
2 Star
NAV as of Oct 16, 2026
₹80.24
0%1D Change
3Y returns
+18.53% ↑
Sundaram Medium Term - Direct Plan - Growth Option
Moderate Risk|Debt|2 Star
NAV as of Oct 16, 2026
₹80.24
0%1D
3Y returns
+18.53% ↑
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating2 Star
- Expense ratio1.17%
- Exit Load1% within 365 days
- AUM (Fund size)₹32.4 Crore
- Lock-in periodNo Lock-in
- Age13 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 (%) |
|---|---|
| 6.53% Tamilnadu SDL 2031 | 17.92% |
| 6.48% Govt Stock 2035 | 17.69% |
| 6.36% Govt Stock 2031 | 12.11% |
| Cholamandalam Investment And Finance Company Limited | 6.14% |
| Small Industries Development Bank Of India | 6.11% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Aditya Birla Sun Life Med... | ₹ 3,370 Cr | ₹47.93 | 0.00% | Moderately High risk |
| ICICI Prudential Medium T... | ₹ 5,331 Cr | ₹53.67 | 0.04% | Moderately High risk |
| Axis Medium Term Fund Dir... | ₹ 1,972 Cr | ₹33.29 | 0.03% | Moderately High risk |
| SBI Medium Term Fund Dire... | ₹ 6,419 Cr | ₹59.51 | 0.03% | Moderately High risk |
NAV History - SUNDARAM MEDIUM DURATION FUND Direct Plan - Growth
FUND | SUNDARAM MEDIUM DURATION FUND Direct Plan - Growth |
|---|---|
| NAV (Oct 16, 2026) | ₹80.24 |
| Class | Debt | Medium |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Kumaresh Ramakrishnan, 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... | -0.28% | -0.44% | -0.5% | 1.2% | 2.57% | 5.83% |
Frequently Asked Questions
Loading FAQs...
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
- AddressSundaram Asset Management Company Limited, Sundaram Towers, Chennai, 600 014
- Phone+91 44 28583362/3367
Start your investment
Lumpsum
SIP
Amount
₹5,000
Duration
1Year
Estimated value after 1 year
(as per historical returns)
₹61,928
Min investment of ₹300 required