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Fixed IncomeMedium Duration

Sundaram Medium Duration Growth

3Y Annualised

6.05%

0.07% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

0.25%

0.07% 1D

Benchmark

Nifty 50 Index Fund

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

11 years 10 months

NIFTY 50

4 years 5 months

FD

9 years 7 months

Fund info

Fund size

₹43.26 Cr

Min. SIP amount

₹250

Min. Lumpsum amount

₹5000

Exit load

0%

Exit Load: If units purchased or switched in from another scheme of the Fund are redeemed or switched out before 12 months: exit load is 1% of the applicable NAV. If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 12 months: Nil

Risk Profile

Moderate Risk

Fund Managers

DS
Dwijendra SrivastavaFund Manager Since 31 Jul 2010
SA
Sandeep AgarwalFund Manager Since 1 Jun 2012

About Sundaram Medium Duration Growth

Sundaram Medium Duration Growth is a Fixed Income mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 27 years, having been launched on 1997-12-18. Sundaram Medium Duration Growth has ₹43.26 Cr worth of assets under management (AUM) as of Sat Jul 19 2025. The latest Net Asset Value (NAV) of Sundaram Medium Duration Growth as of Fri Jul 18 2025 is ₹69.4697. The fund has an expense ratio of 2.13%, which is medium comparable to most other Fixed Income funds.

Sundaram Medium Duration Growth returns for the last 1 year are 7.44%. Since launch, it has delivered 7.28% average annual returns.

The Sundaram Medium Duration Growth has the majority of its money invested in null sectors.

Top 5 Holdings of Sundaram Medium Duration Growth.

  1. 7.1% Govt Stock 2034: 36.25%
  2. 7.37% Govt Stock 2028: 12.05%
  3. 5.74% Govt Stock 2026: 11.57%
  4. 7.44% Tamil Nadu State Government Securities -20/03/2034: 5.56%
  5. Bharti Telecom Limited: 4.65%

AMC Information

NameSundaram Asset Management Company Ltd
Founding Date1997-12-18
Emailinvestor.helpdesk@hdfcbank.com
Phone+91 44 28583362/3367
Websitewww.sundarammutual.com
AddressHDFC Bank House,Kamala Mills Compound,Senapati Bapat Marg,,Lower Parel (W),

Tax Implications of Sundaram Medium Duration Growth

Short Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.
Long Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.

Similar Funds from Sundaram Asset Management Company Ltd

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