Sundaram Medium Duration Fund - Growth - Regular Plan

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  • 0.1 %Nav, as on 05-12-2025

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

To generate income and capital appreciation by investing in Fixed Income Securities and MoneyMarket Instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth 3.79 5.19 5.70 5.74 3.92 7.21
CRISIL 10 Year Gilt Index N/A N/A N/A N/A N/A N/A
NIFTY Medium Duration Debt Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Annualised, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth Dec 18, 1997 5.70 5.74 3.92 1.83 36.38
SBI MAGNUM MEDIUM DURATION FUND - REGULAR PLAN - GROWTH Nov 05, 2003 7.57 7.62 6.05 1.17 6,945.68
ICICI Prudential Medium Term Bond Fund - Growth Sep 15, 2004 8.97 8.00 6.72 1.38 5,796.20
HDFC Medium Term Debt Fund - Growth Option Feb 06, 2002 7.63 7.49 6.10 1.33 3,884.95
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Mar 25, 2009 11.00 9.45 11.93 1.57 2,863.79
Kotak Medium Term Fund - Growth Mar 21, 2014 8.95 8.06 6.42 1.63 2,082.53

Fund Holdings as on 30-November-2025

  • 6.79% Central Government Securities 07/10/2034

  • 7.00% Tamil Nadu State Government Securities - 12/03/2029

  • TREPS

  • 7.44% Tamil Nadu State Government Securities -20/03/2034

  • Cholamandalam Investment and Finance Company Ltd - 7.38% - 28/05/2027**

  • Power Finance Corporation Ltd - 6.61% - 15/07/2028**

  • 6.48% Central Government Securities 06/10/2035

  • Muthoot Finance Ltd - 8.65% - 31/01/2028

  • Small Industries Development Bank of India - 7.34% - 26/02/2029**

  • Can Fin Homes Ltd - 8.09% - 04/01/2027**

  • Can Fin Homes Ltd - 8.45% - 27/05/2026**

  • Godrej Industries Ltd - 8.36% - 28/08/2026**

  • HDB Financial Services Ltd - 7.4091% - 05/06/2028**

  • 360 One Prime Ltd - 8.95% - 04/06/2027**

  • REC LTD - 6.52% - 31/01/2028

  • Cash and Other Net Current Assets^

  • Corporate Debt Market Development Fund - Class A2

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  • Miscellaneous

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Fund Manager

  • Cash

  • CRISIL AAA

  • ICRA AA

  • ICRA AA+

  • ICRA AAA

  • IND AA+

  • Sov

  • Unrated

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About Sundaram Medium Duration Fund

Scheme Analysis

Sundaram Medium Duration Fund is a Debt - Medium Duration Fund fund and belongs to Sundaram Mutual Fund. It was launched on 18-Dec-1997 and currently has an AUM of ₹36.38 crore. Sundaram Medium Duration Fund is benchmarked against CRISIL 10 Year Gilt Index as primary index and NIFTY Medium Duration Debt Index as secondary index.

The NAV of Sundaram Medium Duration Fund ended up ₹0.07(0.1%)yesterday to ₹70.2976.

Among its top 3 holdings the fund has exposure to 6.79% Central Government Securities 07/10/2034, and

The Sundaram Medium Duration Fund is managed by Dwijendra Srivastava and Sandeep Agarwal.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156