Mutual Fund Details

Sundaram Medium Duration Fund Direct-Growth

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

Debt Medium Duration

NAV

₹80.9545

as on 11 Aug 2026, 11:51 PM

₹-0.0325(0.04%)

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

₹1,17,001

₹1,20,046

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹20,046

Profit (absolute return)

20.05%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 1 month

0.39%

In the last 3 months

2.07%

In the last 6 months

2.67%

In the last 1 year

4.49%

In the last 3 years

20.05%

In the last 5 years

28.58%

In the last 10 years

78.66%

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 Duration Fund Direct-Growth

as of 31 Jul 2026, 05:30 AM

₹33.50 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

No charges on withdrawal

1.17%

Expense Ratio

Plan

Growth

10.57%

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 Jul 2026

Sort By

Value

Sector

Cash Holding

14.59%

₹4.89 Cr

Others

85.41%

₹28.61 Cr

Sectors Holding in this Mutual Fund

as on31 Jul 2026

Sort By

Value

Sector

Cash Holding

14.59%

₹4.89 Cr

Others

85.41%

₹28.61 Cr

Companies Holding in this Mutual Fund

as on31 Jul 2026

Sort By

Value

Company

GOI

27.71%

₹9.28 Cr

Tamilnadu State

14.98%

₹5.02 Cr

National Bank For Agriculture & Rural Development

6.21%

₹2.08 Cr

Small Industries Devp. Bank of India Ltd.

5.97%

₹2.00 Cr

Others

45.13%

₹15.12 Cr

View All

Companies Holding in this Mutual Fund

as on31 Jul 2026

Sort By

Value

Company

GOI

27.71%

₹9.28 Cr

Tamilnadu State

14.98%

₹5.02 Cr

National Bank For Agriculture & Rural Development

6.21%

₹2.08 Cr

Small Industries Devp. Bank of India Ltd.

5.97%

₹2.00 Cr

Others

45.13%

₹15.12 Cr

View All

Instruments Holding in this Mutual Fund

as on31 Jul 2026

Sort By

Value

Instrument

GOI Sec

27.71%

₹9.28 Cr

Debenture

25.28%

₹8.47 Cr

SDL

14.98%

₹5.02 Cr

Bonds

12.10%

₹4.05 Cr

Repo

8.28%

₹2.77 Cr

Others

11.65%

₹3.90 Cr

View All

Instruments Holding in this Mutual Fund

as on31 Jul 2026

Sort By

Value

Instrument

GOI Sec

27.71%

₹9.28 Cr

Debenture

25.28%

₹8.47 Cr

SDL

14.98%

₹5.02 Cr

Bonds

12.10%

₹4.05 Cr

Repo

8.28%

₹2.77 Cr

Others

11.65%

₹3.90 Cr

View All

Funds in this Category

This fund's returns:

6.27%

Return Duration

3 Years

Aditya Birla Sun Life Medium Term Plan Direct-Growth

Kotak Medium Term Fund Direct-Growth

ICICI Prudential Medium Term Bond Fund Direct Plan-Growth

AboutSundaram Medium Duration Fund Direct-Growth

Sundaram Medium Duration Fund Direct-Growth is aDebt mutual fund scheme fromSundaram Mutual Fund. This scheme was launched onInvalid date. It has an AUM of ₹33.50 Crores and the latest NAV decalared is ₹80.955 as on12 Aug 2026 at4:39 am.

Sundaram Medium Duration Fund Direct-Growth scheme return performance in last 1 year is 4.49%, in last 3 years is 20.05% and 142.92% since scheme launch. The min. SIP amount to invest in this scheme is ₹250.