Sundaram Medium Duration Fund Direct Growth
Get the latest NAV of Sundaram Medium Duration Fund Direct Growth. 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.
₹76.68
NAV as on 09 May 2025
6.98%/per year
Since Inception
▲▼
1 people have invested ₹ 1.5L in Sundaram Medium Duration Fund Direct Growth in the last three months
Fund Performance
as on (09-May-25)
Peer comparison
Sundaram Medium Duration Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Medium Duration Fund Asset Allocation
as on (31-Dec-69)
Fund Distribution
as on (31-Dec-69)
Debt & Cash 99.7%
Sundaram Medium Duration Fund Sector Allocation
as on (31-Dec-69)
Sector Allocation
Debt & Cash 99.7%
Top 3 Sectors in March were Government, Financial Services & Basic Materials
Government
80%
Financial Services
57%
Basic Materials
43%
Government
78%
Financial Services
57%
Basic Materials
43%
Sundaram Medium Duration Fund Holdings Details
as on (30-Apr-25)
Debt & Cash
Sundaram Medium Duration Fund Direct Growth 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 | ₹42 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹5000/₹250 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 78.32% |
| STCG | Selling mutual fund within 36 months, gains taxed at slab rates. |
| LTCG | Holding over 3 years, gains taxed at slab rates without indexation. |
| Risk |   Moderate Risk |
About Sundaram Medium Duration Fund
Sundaram Medium Duration Fund Direct Growth is a debt fund. This fund was started on 1 January, 2013. The fund is managed by Sandeep Agarwal, Dwijendra Srivastava. This fund is suitable to keep your money safe.
Key Parameters
- Sundaram Medium Duration Fund Direct Growth has ₹42 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
- The fund has an expense ratio 1.4.
Returns
Sundaram Medium Duration Fund Direct Growth has given a CAGR return of 6.98% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 8.80%, 7.01% and 5.48% respectively.
Holdings
Sundaram Medium Duration Fund Direct Growth has allocated its funds majorly in Government, Financial Services, Basic Materials, Corporate, Cash Equivalent. Its top holdings are 7.1% Govt Stock 2034, 5.74% Govt Stock 2026, 7.37% Govt Stock 2028, 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 Fund Direct Growth
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 Direct Growth has no lock in period.
Fund Manager
Sandeep Agarwal
Fund Manager of Sundaram Medium Duration Fund Direct Growth, since 1 June 2012
Dwijendra Srivastava
Fund Manager of Sundaram Medium Duration Fund Direct Growth, since 27 July 2010
- AUM of the fund stands at 42.8 Cr as of Mar'25
- AUM decreased by 0.6 Cr between Mar'25 and Feb'25
More funds from Sundaram
5Y CAGR
▲ 7.24
5Y CAGR
▲ 5.78
Frequently Asked Questions for Sundaram Medium Duration Fund Direct Growth
What is the current NAV of Sundaram Medium Duration Fund Direct Growth?
What are the average returns of Sundaram Medium Duration Fund Direct Growth?
Sundaram Medium Duration Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0.82% | 0.82% |
6 Month Returns | 4.61% | 4.61% |
1 Year Returns | 8.8% | 8.8% |
3 Years Returns | 22.52% | 7.01% |
How do I invest in Sundaram Medium Duration Fund Direct Growth?
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
What is the expense ratio of Sundaram Medium Duration Fund Direct Growth?
What is net assets under management (AUM) of Sundaram Medium Duration Fund Direct Growth?
What are the top 5 holdings of Sundaram Medium Duration Fund Direct Growth?
What are the top 3 sectors that this Sundaram Medium Duration Fund Direct Growth has invested in?
What is the yield to maturity ratio of Sundaram Medium Duration Fund Direct Growth?
What is the modified duration of Sundaram Medium Duration Fund Direct Growth?
What is the credit rating breakup of Sundaram Medium Duration Fund Direct Growth?
AAA | 86.35 |
AA | 13.65 |