Sundaram Medium Duration Fund

Sundaram Medium Duration Fund

Debt

Sundaram Mutual Fund

Medium Duration

Get the latest NAV of Sundaram Medium Duration Fund. 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.

₹79.27

NAV as on 17 Mar 2026

6.79%/per year

Since Inception

Absolute Gain%

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Sundaram Medium Duration Fund Performance vs. Medium Duration Index

Fund returns vs Benchmark returns vs Category Average returns as on (17-Mar-26)

The fund has outperformed the benchmark (Medium Duration Index) over 3Y, but underperformed over 1Y, 5Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
0.19%
0.86%
2.03%
5.88%
6.5%
5.25%
Medium Duration Index
0.01%
1.02%
2.25%
6.03%
6.19%
7.23%
Medium Duration Avg
0.06%
1.01%
2.36%
6.94%
7.66%
7.08%
Best in Medium Duration
0.49%
3.13%
5.22%
10.81%
10.68%
12.77%
Worst in Medium Duration
-0.19%
0.76%
2.13%
5.92%
6.56%
5.26%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Sundaram Medium Duration Fund
-
35Cr
1.09%
5.88%
6.5%
-0.86
0.96
0.10
0.15
-1.36
Kotak Medium Term Fund
1/8
2,007Cr
0.67%
9.04%
9.08%
1.65
0.93
1.93
4.78
2.24
Axis Strategic Bond Fund
2/8
2,122Cr
0.72%
8.46%
8.66%
1.21
0.89
1.81
4.45
2.46
ICICI Prudential Medium Term Bond Fund
3/8
5,683Cr
0.73%
8.63%
8.48%
1.21
0.75
1.92
4.71
1.76
See all

Sundaram Medium Duration Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

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Absolute Return
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Sundaram Medium Duration Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

AAA
78.8%
AA
21.2%
Debt allocation has gone down from 93.6% to 84.9%
Debt allocation has gone down from 93.6% to 84.9%
Cash allocation has gone up from 6% to 14.7%
Cash allocation has gone up from 6% to 14.7%

Sundaram Medium Duration Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Government
65.3%
Corporate
29.4%
Cash Equivalent
5.3%

Top 3 Sectors in February were Financial Services, Government & Basic Materials

Feb'26

Financial Services

57%

Government

47%

Basic Materials

43%

Jan'26

Financial Services

57%

Government

55%

Basic Materials

43%

Sundaram Medium Duration Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.09%
Benchmark
Nifty Medium Duration Debt TR INR
AUM₹35 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹5,000/₹250
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
60%
Risk
Risk meter
pointer
Moderate Risk

About Sundaram Medium Duration Fund

Sundaram Medium Duration Fund is a debt fund. This fund was started on 1 January, 2013. The fund is managed by Dwijendra Srivastava, Sandeep Agarwal. This fund is suitable to keep your money safe.

Key Parameters

  1. Sundaram Medium Duration Fund has ₹35 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 1.1.

Returns

Sundaram Medium Duration Fund has given a CAGR return of 6.79% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 5.88%, 6.50% and 5.25% respectively.

Holdings

Sundaram Medium Duration Fund has allocated its funds majorly in Financial Services, Government, Basic Materials, Corporate, Cash Equivalent. Its top holdings are 6.48% Gs 2035, 7.0% Tamilnadu Sgs 2029, 7.44% Tamilnadu Sgs 2034, 6.79% Gs 2034, Cholamandalam Investment And Finance Company 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 Fund

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 Fund has no lock in period.

Fund Manager

Dwijendra Srivastava

Fund Manager of Sundaram Medium Duration Fund, since 27 July 2010

Sandeep Agarwal

Fund Manager of Sundaram Medium Duration Fund, since 1 June 2012

Learn more about Sundaram Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 35.1 Cr
₹ 35.1 Cr
₹ 36 Cr
  • AUM of the fund stands at 35.1 Cr as of Feb'26
  • AUM has remained same between Feb'26 and Jan'26

Frequently Asked Questions for Sundaram Medium Duration Fund

How do I invest in Sundaram Medium Duration Fund?

INDmoney makes it simple to invest in the Sundaram Medium Duration Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Sundaram Medium Duration Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Sundaram Medium Duration Fund?

The NAV of the fund today is ₹79.27. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Sundaram Medium Duration Fund fund has generated a return of 5.88% in 1 year, 6.50% in 3 years, 5.25% in 5 years.

Who is the fund manager of Sundaram Medium Duration Fund?

The fund managers are Dwijendra Srivastava, Sandeep Agarwal.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-12 Months. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 1.09%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹35 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Sundaram Medium Duration Fund?

The top 3 holdings of the fund are 6.48% Gs 2035(19.69%), 7.0% Tamilnadu Sgs 2029(14.43%), 7.44% Tamilnadu Sgs 2034(6.59%)