Mutual Fund Details

Sundaram Medium Term Fund Direct-Growth

Name: Sundaram Medium Term Fund Direct-Growth
Brand: Sundaram Mutual Fund

Debt Medium Duration

NAV

₹80.7426

as on 11 Sep 2026, 11:19 PM

₹-0.1558(0.19%)

Last Change

Scheme Ratings

rated byValue Research

Medium Duration

Rankings based on | as on Invalid date

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Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,16,456

₹1,19,480

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹19,480

Profit (absolute return)

19.48%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 1 month

0.10%

In the last 3 months

1.85%

In the last 6 months

1.87%

In the last 1 year

4.41%

In the last 3 years

19.48%

In the last 5 years

27.22%

In the last 10 years

77.32%

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at moderate risk

Scheme Information

Sundaram Medium Term Fund Direct-Growth

as of 31 Aug 2026, 05:30 AM

₹32.60 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

No charges on withdrawal

1.16%

Expense Ratio

Plan

Growth

13.23%

Cash Holding

Benchmark

NIFTY Medium Duration Debt Index A-III

Scheme Document

View

Benchmark

NIFTY Medium Duration Debt Index A-III

Exit Load

No charges on withdrawal

Scheme Document

View

Sectors Holding in this Mutual Fund

as on31 Aug 2026

Sort By

Value

Sector

Cash Holding

13.23%

₹4.31 Cr

Others

86.77%

₹28.28 Cr

Sectors Holding in this Mutual Fund

as on31 Aug 2026

Sort By

Value

Sector

Cash Holding

13.23%

₹4.31 Cr

Others

86.77%

₹28.28 Cr

Companies Holding in this Mutual Fund

as on31 Aug 2026

Sort By

Value

Company

GOI

40.46%

₹13.19 Cr

REC Ltd.

7.59%

₹2.47 Cr

National Bank For Agriculture & Rural Development

6.35%

₹2.07 Cr

Cholamandalam Investment and Finance Company Ltd.

6.10%

₹1.99 Cr

Others

39.50%

₹12.88 Cr

View All

Companies Holding in this Mutual Fund

as on31 Aug 2026

Sort By

Value

Company

GOI

40.46%

₹13.19 Cr

REC Ltd.

7.59%

₹2.47 Cr

National Bank For Agriculture & Rural Development

6.35%

₹2.07 Cr

Cholamandalam Investment and Finance Company Ltd.

6.10%

₹1.99 Cr

Others

39.50%

₹12.88 Cr

View All

Instruments Holding in this Mutual Fund

as on31 Aug 2026

Sort By

Value

Instrument

GOI Sec

40.46%

₹13.19 Cr

Debenture

18.28%

₹5.96 Cr

Bonds

12.38%

₹4.03 Cr

Repo

11.20%

₹3.65 Cr

NCD

9.14%

₹2.98 Cr

Others

8.54%

₹2.78 Cr

View All

Instruments Holding in this Mutual Fund

as on31 Aug 2026

Sort By

Value

Instrument

GOI Sec

40.46%

₹13.19 Cr

Debenture

18.28%

₹5.96 Cr

Bonds

12.38%

₹4.03 Cr

Repo

11.20%

₹3.65 Cr

NCD

9.14%

₹2.98 Cr

Others

8.54%

₹2.78 Cr

View All

Funds in this Category

This fund's returns:

6.14%

Return Duration

3 Years

Aditya Birla Sun Life Medium Term Fund Direct-Growth

Kotak Medium Term Fund Direct-Growth

ICICI Prudential Medium Term Fund Direct-Growth

AboutSundaram Medium Term Fund Direct-Growth

Sundaram Medium Term Fund Direct-Growth is aDebt mutual fund scheme fromSundaram Mutual Fund. This scheme was launched onInvalid date. It has an AUM of ₹32.60 Crores and the latest NAV decalared is ₹80.743 as on15 Sep 2026 at5:43 am.

Sundaram Medium Term Fund Direct-Growth scheme return performance in last 1 year is 4.41%, in last 3 years is 19.48% and 142.55% since scheme launch. The min. SIP amount to invest in this scheme is ₹250.