
S
Sundaram Medium Duration Fund Direct - Growth
5 Year Absolute Returns
NAV (₹) on 04 Mar 2026
79.2895
1 Day NAV Change (₹)
-0.03783
Morningstar
1
Value Research
About Fund
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
Based on Annualised Returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 34.35 L
5.23%
Total Investment
₹ 30,00,000
Returns
₹ 4,35,241 (14.51%)
Maturity Value
₹ 34,35,241
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Returns Comparison
Sorry, No Data Available at this Moment!
*The above returns are absolute.
Returns Vs Nifty 50
Historical Returns
Sorry, No Data Available at this Moment!
Start SIP with as Low as ₹100.
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹35.05 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
Sorry, No Data Available at this Moment!
Fund Comparison
Fund Details
52W High NAV
₹ 79.3273
Min. SIP Amount
₹ 250.00
Min. Lumpsum Amount
₹ 5,000.00
AUM (in Cr.)
₹ 35.05
Expense Ratio
1.09%
Lock-in Period
No Lock in Period
52W Low NAV
₹ 74.7976
Inception Date
01 Jan 2013
Fund Age
13 Yrs
Benchmark
NIFTY Medium Duration Debt Index A-III
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- Nil
Tax Implication
- Returns to be taxed as per your normal Income Tax slab.
Fund Managers
Name
Dwijendra Srivastava
Qualification
B.Tech, PGDM (Finance), CFA
Name
Sandeep Agarwal
Qualification
B.Com., ACA & CS.
Fund Objective
To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments
Risk-O-Meter
Investors understand that their principal will be at
Moderate Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Sundaram Mutual Fund
Funds Managed
33
Assets Managed (₹ Cr)
₹ 75,715.44
Contact Details
Registered Address
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Open NFOs
View AllSorry, No Data Available at this Moment!
Explore Mutual Funds by Type
Popular Funds
Popular Schemes
View All MF SchemesMutual Fund Calculators
View AllFAQs
When was Sundaram Medium Duration Fund launched?
What is the current NAV of Sundaram Medium Duration Fund?
What is the AUM of Sundaram Medium Duration Fund?
What is the rate of return of Sundaram Medium Duration Fund?
- In the past 1Y: 6.23%
- In the past 3Y: 6.75%
- In the past 5Y: 5.23%
What is the expense ratio of Sundaram Medium Duration Fund?
What is exit load of Sundaram Medium Duration Fund?
How risky is investing in Sundaram Medium Duration Fund?
Who is the fund manager Sundaram Medium Duration Fund?
What is the minimum investment required in Sundaram Medium Duration Fund?
How to invest in Sundaram Medium Duration Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.



