Sundaram Medium Duration Fund - Growth - Regular Plan

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  • (-0.08%)Nav, as on 16-01-2026

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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 (₹)

  • 52 Week Low Nav (₹)

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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 -0.10 1.38 5.26 5.58 3.94 7.18
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 5.26 5.58 3.94 2.06 35.96
SBI Medium Duration Fund - REGULAR PLAN - GROWTH Nov 05, 2003 7.13 7.43 6.01 1.22 6,888.52
ICICI Prudential Medium Term Bond Fund - Growth Sep 15, 2004 8.64 7.90 6.71 1.38 5,708.41
HDFC Medium Term Debt Fund - Growth Option Feb 06, 2002 7.26 7.30 6.02 1.33 3,842.12
Axis Strategic Bond Fund - Regular Plan - Growth Option Mar 28, 2012 7.85 7.87 6.58 1.33 2,058.74
Kotak Medium Term Fund - Growth Mar 21, 2014 8.50 7.90 6.34 1.63 2,014.86

Fund Holdings as on 31-December-2025

  • 6.79% Central Government Securities 07/10/2034

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

  • 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

  • TREPS

  • 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**

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

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

  • PNB Housing Finance Ltd - 7.28% - 05/06/2028**

  • 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

  • CARE AA+

  • Cash

  • CRISIL AAA

  • ICRA AA

  • ICRA AA+

  • ICRA AAA

  • IND AAA

  • Sovereign

  • 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 ₹35.96 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 down ₹-0.06(-0.08%)yesterday to ₹70.1463.

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