DS
Dwijendra SrivastavaFund Manager Since 31 Jul 2010
Fixed IncomeMedium Duration
Sundaram Medium Duration Growth
3Y Annualised
5.80%
0.10% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.42%
0.10% 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
12 years 3 months
NIFTY 50
5 years 9 months
FD
9 years 7 months
Fund info
Fund size
₹37.09 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
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Medium Term Bond Fund Direct Plan Bonus
2.29%
2nd
ICICI Prudential Medium Term Bond Fund Bonus
2.24%
3rd
ICICI Prudential Medium Term Bond Fund B Growth
2.21%
4th
ICICI Prudential Medium Term Bond Fund B Quarterly Reinvestment Inc Dist cum Cap Wdrl
2.21%
5th
ICICI Prudential Medium Term Bond Fund B Quarterly Payout Inc Dist cum Cap Wdrl
2.21%
177th
Sundaram Medium Duration Growth
0.42%
Fund Managers
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 ₹37.09 Cr worth of assets under management (AUM) as of Sat Dec 06 2025. The latest Net Asset Value (NAV) of Sundaram Medium Duration Growth as of Fri Dec 05 2025 is ₹70.2976. The fund has an expense ratio of 1.83%, which is medium comparable to most other Fixed Income funds.
Sundaram Medium Duration Growth returns for the last 1 year are 5.80%. Since launch, it has delivered 7.22% 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.
- 6.79% Govt Stock 2034: 27.33%
- Tamil Nadu (Government of) 7%: 13.66%
- 7.44% Tamil Nadu State Government Securities -20/03/2034: 6.32%
- Cholamandalam Investment And Finance Company Limited: 5.40%
- Power Finance Corporation Limited: 5.38%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 1997-12-18 |
| investor.helpdesk@hdfcbank.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | HDFC Bank House,Kamala Mills Compound,Senapati Bapat Marg,,Lower Parel (W), |
Tax Implications of Sundaram Medium Duration Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Sundaram Asset Management Company Ltd
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expense ratio
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Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
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Sundaram Focused Fund- Direct Plan - Growth Option
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expense ratio
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Sundaram Banking & PSU Fund Growth
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3Y CAGR
4.95%
expense ratio
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Sundaram Banking & PSU Fund Regular Growth
Fixed IncomeBanking & PSU
3Y CAGR
7.57%
expense ratio
0.41%
fund size
₹403.70 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
