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Sundaram Medium Duration Fund Direct Growth
+5.95%
3Y annualised
+0.24% 1D
NAV: 09 Jun '26
₹79.90
Min. for SIP
₹250
Fund size (AUM)
₹34.62 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 | ₹60,954 | +1.59% | |
| 3 years | ₹1,80,000 | ₹1,94,942 | +8.30% | |
| 5 years | ₹3,00,000 | ₹3,43,807 | +14.60% | |
| 10 years | ₹6,00,000 | ₹7,91,685 | +31.95% |
Holdings (18)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100 | Entities | GOI Securities | 21.52% |
| STATE DEVELOPMENT LOAN 35697 TN 12MR29 7 FV RS 100 | Unspecified | State Development Loan | 14.88% |
| STATE DEVELOPMENT LOAN 34118 TN 20MR34 7.44 FV RS 100 | Unspecified | State Development Loan | 6.78% |
| CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED SR 653 7.38 NCD 28MY27 FVRS1LAC | Financial | Debenture | 5.92% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR V 7.22 BD 10AP29 FVRS1LAC | Financial | Debenture | 5.89% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26D 7.01 BD 16MR29 FVRS1LAC | Financial | Bonds | 5.86% |
| POWER FINANCE CORPORATION LIMITED SR 250A 6.61 BD 15JL28 FVRS1LAC | Financial | Bonds | 5.85% |
| Repo | Unspecified | Repo | 5.50% |
| MUTHOOT FINANCE LIMITED 8.65 NCD 31JN28 FVRS1LAC | Financial | Debenture | 4.49% |
| CAN FIN HOMES LIMITED SR 2 8.09 NCD 04JN27 FVRS1LAC | Financial | Debenture | 2.99% |
| 360 ONE PRIME LIMITED 8.95 NCD 04JU27 FVRS1LAC | Financial | Non Convertible Debenture | 2.99% |
| GODREJ INDUSTRIES LIMITED SR I 8.36 NCD 28AG26 FVRS1LAC | Diversified | Debenture | 2.99% |
| CAN FIN HOMES LIMITED 8.45 NCD 27MY26 FVRS1LAC | Financial | Floating Rate Bond | 2.98% |
| HDB FINANCIAL SERVICES LIMITED SR 228 TR 1 7.4091 NCD 05JU28 FVRS1LAC | Financial | Debenture | 2.95% |
| PNB HOUSING FINANCE LIMITED SR LXXII 7.28 NCD 05JU28 FVRS1LAC | Financial | Debenture | 2.94% |
| REC LIMITED SR 248A 6.52 BD 31JN28 FVRS1LAC | Financial | Debenture | 2.94% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 2.15% |
| Others Class A2 AIF | Unspecified | Alternative Investment Fund | 0.40% |
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 | +6.0% | +4.9% | +6.2% | +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) | |
|---|---|---|---|---|
 | +8.44% | +10.43% | 3,127.29 | |
 | +5.64% | +7.73% | 3,693.69 | |
 | +4.17% | +7.26% | 250.53 | |
 | +4.53% | +7.15% | 1,294.26 | |
 | +4.02% | +7.08% | 167.36 | |
| 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 ₹75,524 Cr and the Latest NAV as of 09 Jun 2026 is ₹79.90.
The Sundaram Medium Duration Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹250. Minimum Lumpsum Investment is ₹5,000.
;
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₹75,523.60 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,