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Sundaram Medium Duration Fund Direct IDCW Yearly
+6.71%
3Y annualised
+0.08% 1D
NAV: 27 Jun '25
₹15.60
Min. for SIP
Not Supported
Fund size
₹43.26 Cr
Expense ratio
1.39%
Holdings (16)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 19.69% |
| Tamilnadu State | Others | SDL | 14.43% |
| Tamilnadu State | Others | SDL | 6.59% |
| GOI | Sovereign | GOI Sec | 5.75% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 5.69% |
| Power Finance Corporation Ltd. | Financial | Bonds | 5.64% |
| Muthoot Finance Ltd. | Financial | Debenture | 4.34% |
| Can Fin Homes Ltd. | Financial | Debenture | 2.87% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 2.86% |
| Can Fin Homes Ltd. | Financial | FRB | 2.86% |
| 360 ONE Wealth Ltd. | Financial | NCD | 2.86% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 2.86% |
| Godrej Industries Ltd. | Consumer Staples | Debenture | 2.85% |
| HDB Financial Services Ltd. | Financial | Debenture | 2.85% |
| PNB Housing Finance Ltd. | Financial | Debenture | 2.84% |
| REC Ltd. | Financial | Debenture | 2.83% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +6.7% | +5.3% | +6.5% | +6.8% |
| Category average (Debt Medium Duration) | +7.6% | +6.6% | +7.0% | -- |
| Rank (Debt Medium Duration) | 13 | 12 | 10 | -- |
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) | |
|---|---|---|---|---|
Axis Strategic Bond Fund Direct IDCW Half Yearly | +6.91% | +8.72% | 2,121.62 | |
DSP Bond Direct IDCW | +7.23% | +7.89% | 310.55 | |
Aditya Birla Sun Life Medium Term Plan Direct IDCW | -- | -- | 3,069.79 | |
Aditya Birla Sun Life Medium Term Plan Direct IDCW Half Yearly | -- | -- | 3,069.79 | |
Aditya Birla Sun Life Medium Term Plan Direct IDCW Quarterly | -- | -- | 3,069.79 | |
| Compare | ||||
Fund management
DSDwijendra SrivastavaJan 2013 - PresentView details
DS
Dwijendra Srivastava
Jan 2013 - Present
View details
SASandeep AgarwalJan 2013 - PresentView details
SA
Sandeep Agarwal
Jan 2013 - Present
View details
About Sundaram Medium Duration Fund Direct IDCW Yearly
Sundaram Medium Duration Fund Direct IDCW Yearly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Dwijendra Srivastava is the Current Fund Manager of Sundaram Medium Duration Fund Direct IDCW Yearly fund. The fund currently has an Asset Under Management(AUM) of ₹75,674 Cr and the Latest NAV as of 27 Jun 2025 is ₹15.60.
The Sundaram Medium Duration Fund Direct IDCW Yearly is rated Moderate risk. Minimum SIP Investment is set to ₹250.
;
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₹75,674.20 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,