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Sundaram Medium Duration Fund Direct Growth
+5.91%
3Y annualised
-0.06% 1D
NAV: 29 Apr '26
₹79.17
Min. for SIP
₹250
Fund size (AUM)
₹33.94 Cr
Expense ratio
1.17%
Rating
1
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,746 | +1.24% | |
| 3 years | ₹1,80,000 | ₹1,94,857 | +8.25% | |
| 5 years | ₹3,00,000 | ₹3,43,092 | +14.36% | |
| 10 years | ₹6,00,000 | ₹7,92,031 | +32.01% |
Holdings (16)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 19.86% |
| Tamilnadu State | Others | SDL | 14.78% |
| Tamilnadu State | Others | SDL | 6.72% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 5.84% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 5.81% |
| GOI | Sovereign | GOI Sec | 5.79% |
| Power Finance Corporation Ltd. | Financial | Bonds | 5.78% |
| Muthoot Finance Ltd. | Financial | Debenture | 4.44% |
| Can Fin Homes Ltd. | Financial | Debenture | 2.95% |
| Can Fin Homes Ltd. | Financial | FRB | 2.95% |
| Godrej Industries Ltd. | Consumer Staples | Debenture | 2.95% |
| 360 ONE Wealth Ltd. | Financial | NCD | 2.94% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 2.92% |
| HDB Financial Services Ltd. | Financial | Debenture | 2.92% |
| PNB Housing Finance Ltd. | Financial | Debenture | 2.92% |
| REC Ltd. | Financial | Debenture | 2.90% |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹500
Min. for SIP
₹250
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +5.9% | +4.9% | +6.1% | +6.7% |
| Category average (Debt Medium Duration) | +7.6% | +6.6% | +7.0% | -- |
| Rank (Debt Medium Duration) | 13 | 12 | 11 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Aditya Birla Sun Life Medium Term Plan Direct Growth | +8.87% | +10.37% | 3,078.17 | |
HDFC Medium Term Debt Fund Direct Growth | +5.62% | +7.71% | 3,696.97 | |
DSP Bond Direct Growth | +4.51% | +7.18% | 303.61 | |
Invesco India Medium Duration Fund Direct Growth | +3.99% | +7.00% | 174.94 | |
Bandhan Medium Duration Fund Direct Growth | +4.42% | +6.98% | 1,328.86 | |
| Compare | ||||
Fund management
SASandeep AgarwalJan 2013 - PresentView details
SA
Sandeep Agarwal
Jan 2013 - Present
View details
DSDwijendra SrivastavaJan 2013 - PresentView details
DS
Dwijendra Srivastava
Jan 2013 - Present
View details
About Sundaram Medium Duration Fund Direct Growth
Sundaram Medium Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Sandeep Agarwal is the Current Fund Manager of Sundaram Medium Duration Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹67,022 Cr and the Latest NAV as of 29 Apr 2026 is ₹79.17.
The Sundaram Medium Duration Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹250. Minimum Lumpsum Investment is ₹5,000.
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Investment Objective
The scheme seeks to generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments.
Fund benchmarkNIFTY Medium Duration Debt Index A-III
Fund house
Rank (total assets)#17 in India
Total AUM₹67,021.82 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,