Sundaram Medium Term Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal
Get the latest NAV of Sundaram Medium Term Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹15.60
1D
NAV as on 27 Jun 2025
4.88%/per year
Since Inception
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Sundaram Medium Term Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal Performance vs. Medium Duration Index
Fund returns vs Benchmark returns vs Category Average returns as on (27-Jun-25)
The fund has outperformed the benchmark (Medium Duration Index) over 1Y, 3Y, but underperformed over 5Y.
Peer comparison
Sundaram Medium Term Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Medium Term Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal Asset Allocation
See fund asset allocation details as on (15-Aug-26)
Fund Distribution
as on (15-Aug-26)
Sundaram Medium Term Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal Sector Allocation
See fund sector allocation details as on (15-Aug-26)
Sector Allocation
Top 3 Sectors in July were Financial Services, Government & Basic Materials
Financial Services
57%
Government
49%
Basic Materials
43%
Financial Services
57%
Government
47%
Basic Materials
43%
Sundaram Medium Term Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.99% |
Benchmark | Nifty Medium Duration Debt TR INR |
| AUM | ₹34 Cr |
| Inception Date | 22 January, 2013 |
| Min Lumpsum/SIP | --/-- |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 91.06% |
| Risk |   Moderate Risk |
About Sundaram Medium Term Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal
Sundaram Medium Term Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal is a debt fund. This fund was started on 22 January, 2013. The fund is managed by Kumaresh Ramakrishnan, Sandeep Agarwal. This fund is suitable to keep your money safe.
Key Parameters
- Sundaram Medium Term Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal has ₹34 Cr worth of assets under management (AUM) as on Aug 2026 and is more than category average.
- The fund has an expense ratio 1.
Returns
Sundaram Medium Term Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal has given a CAGR return of 4.88% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 8.30%, 6.99% and 5.07% respectively.
Holdings
Sundaram Medium Term Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal has allocated its funds majorly in Financial Services, Government, Basic Materials, Corporate, Cash Equivalent. Its top holdings are 6.48% Govt Stock 2035, 6.36% Govt Stock 2031, Small Industries Development Bank Of India, Cholamandalam Investment And Finance Company Limited, National Bank For Agriculture And Rural Development
Taxation
As it is a medium duration mutual fund the taxation is as follows:If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.Invested after 1 April 2023, capital gains will be taxed at your income slab rate.Dividends will always be taxed at slab rate.
Investment objective of Sundaram Medium Term Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal
To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 250.00. Sundaram Medium Term Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal has no lock in period.
Fund Manager
Kumaresh Ramakrishnan
Fund Manager of Sundaram Medium Term Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal, since 9 June 2026
Sandeep Agarwal
Fund Manager of Sundaram Medium Term Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal, since 1 June 2012
- AUM of the fund stands at 33.5 Cr as of Jul'26
- AUM decreased by 1.1 Cr between Jul'26 and Jun'26
Frequently Asked Questions for Sundaram Medium Term Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal
How do I invest in Sundaram Medium Term Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal?
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