Sundaram Medium Duration Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal
Get the latest NAV of Sundaram Medium Duration 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
4.72%/per year
Since Inception
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Sundaram Medium Duration 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 3Y, but underperformed over 1Y, 5Y.
Peer comparison
Sundaram Medium Duration 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 Duration Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal Asset Allocation
See fund asset allocation details as on (14-Aug-25)
Fund Distribution
as on (14-Aug-25)
Sundaram Medium Duration Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal Sector Allocation
See fund sector allocation details as on (14-Aug-25)
Sector Allocation
Top 3 Sectors in July were Government, Financial Services & Basic Materials
Government
65%
Financial Services
57%
Basic Materials
43%
Government
68%
Financial Services
57%
Basic Materials
43%
Sundaram Medium Duration 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 | 1.39% |
Benchmark | Nifty Medium Duration Debt TR INR |
| AUM | ₹43 Cr |
| Inception Date | 22 January, 2013 |
| Min Lumpsum/SIP | --/-- |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 60% |
| Risk |   Moderate Risk |
About Sundaram Medium Duration Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal
Sundaram Medium Duration 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 Dwijendra Srivastava, Sandeep Agarwal. This fund is suitable to keep your money safe.
Key Parameters
- Sundaram Medium Duration Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal has ₹43 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
- The fund has an expense ratio 1.4.
Returns
Sundaram Medium Duration Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal has given a CAGR return of 4.72% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.18%, 6.29% and 4.66% respectively.
Holdings
Sundaram Medium Duration Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal has allocated its funds majorly in Government, Financial Services, Basic Materials, Corporate, Cash Equivalent. Its top holdings are 7.1% Govt Stock 2034, 7.37% Govt Stock 2028, 5.74% Govt Stock 2026, 7.44% Tamil Nadu State Government Securities -20/03/2034, Bharti Telecom Limited
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 Duration 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 Duration Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal has no lock in period.
Fund Manager
Dwijendra Srivastava
Fund Manager of Sundaram Medium Duration Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal, since 27 July 2010
Sandeep Agarwal
Fund Manager of Sundaram Medium Duration Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal, since 1 June 2012
- AUM of the fund stands at 43.3 Cr as of Jul'25
- AUM has remained same between Jul'25 and Jun'25
Frequently Asked Questions for Sundaram Medium Duration Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal
How do I invest in Sundaram Medium Duration Direct Plan Annual Payout of Income Distribution cum Capital Withdrawal?
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