DS
Dwijendra SrivastavaFund Manager Since 31 Jul 2010
Fixed IncomeMedium Duration
Sundaram Medium Duration Institutional Growth
3Y Annualised
4.17%
0.07% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.36%
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
16 years 11 months
NIFTY 50
6 years 10 months
FD
9 years 7 months
Fund info
Fund size
₹43.15 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 Payout Inc Dist cum Cap Wdrl
2.21%
5th
ICICI Prudential Medium Term Bond Fund B Quarterly Reinvestment Inc Dist cum Cap Wdrl
2.21%
184th
Sundaram Medium Duration Institutional Growth
0.36%
Fund Managers
SA
Sandeep AgarwalFund Manager Since 1 Jun 2012
About Sundaram Medium Duration Institutional Growth
Sundaram Medium Duration Institutional Growth is a Fixed Income mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 21 years, having been launched on 2003-08-19. Sundaram Medium Duration Institutional Growth has ₹43.15 Cr worth of assets under management (AUM) as of Thu Apr 03 2025. The latest Net Asset Value (NAV) of Sundaram Medium Duration Institutional Growth as of Tue Jan 07 2025 is ₹75.2476. The fund has an expense ratio of 2.19%, which is medium comparable to most other Fixed Income funds.
Sundaram Medium Duration Institutional Growth returns for the last 1 year are 6.47%. Since launch, it has delivered 6.21% average annual returns.
The Sundaram Medium Duration Institutional Growth has the majority of its money invested in null sectors.
Top 5 Holdings of Sundaram Medium Duration Institutional Growth.
- 7.1% Govt Stock 2034: 35.57%
- 5.74% Govt Stock 2026: 22.87%
- 7.37% Govt Stock 2028: 11.87%
- 7.44% Tamil Nadu State Government Securities -20/03/2034: 5.42%
- Bharti Telecom Limited: 4.65%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2003-08-19 |
| 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 Institutional 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
Sundaram Aggressive Hybrid Fund Direct Plan Growth
AllocationAggressive Allocation
3Y CAGR
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expense ratio
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fund size
₹5236.37 Cr
Sundaram Ultra Short Duration Fund- Direct Plan - Growth Option
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expense ratio
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fund size
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Sundaram Focused Fund- Direct Plan - Growth Option
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expense ratio
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fund size
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Sundaram Banking & PSU Fund Growth
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3Y CAGR
4.95%
expense ratio
0.42%
fund size
₹350.02 Cr
Sundaram Banking & PSU Fund Regular Growth
Fixed IncomeBanking & PSU
3Y CAGR
6.53%
expense ratio
0.42%
fund size
₹350.02 Cr
FAQs
What is the current NAV of Sundaram Medium Duration Institutional Growth?
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What are the top 5 holdings of Sundaram Medium Duration Institutional Growth?
What are the top 3 sectors that Sundaram Medium Duration Institutional Growth has invested in?
Who is the manager of Sundaram Medium Duration Institutional Growth?
What is the exit load of Sundaram Medium Duration Institutional Growth?
How to Redeem Sundaram Medium Duration Institutional Growth?
Can I invest in SIP and a Lump Sum of Sundaram Medium Duration Institutional Growth?
