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Sundaram Medium Duration Fund Growth
Debt
Medium Duration
Moderate Risk
+5.72%
3Y annualised
-0.10% 1D
NAV: 20 Feb '26
₹70.48
Min. for SIP
Not Supported
Fund size
₹35.08 Cr
Expense ratio
2.06%
Holdings (15)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 28.61% |
| Tamilnadu State | Others | SDL | 14.39% |
| Tamilnadu State | Others | SDL | 6.60% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 5.68% |
| Power Finance Corporation Ltd. | Financial | Bonds | 5.64% |
| GOI | Sovereign | GOI Sec | 5.61% |
| Muthoot Finance Ltd. | Financial | Debenture | 4.32% |
| Can Fin Homes Ltd. | Financial | Debenture | 2.87% |
| Can Fin Homes Ltd. | Financial | FRB | 2.86% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 2.85% |
| 360 ONE Wealth Ltd. | Financial | NCD | 2.85% |
| Godrej Industries Ltd. | Consumer Staples | Debenture | 2.85% |
| HDB Financial Services Ltd. | Financial | Debenture | 2.84% |
| PNB Housing Finance Ltd. | Financial | Debenture | 2.84% |
| REC Ltd. | Financial | Debenture | 2.82% |
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 | +5.7% | +4.2% | +5.7% | +7.2% |
| 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) | |
|---|---|---|---|---|
SBI Medium Duration Fund Growth | +7.19% | +7.59% | 6,830.29 | |
HDFC Medium Term Debt Fund Growth | +7.39% | +7.49% | 3,861.91 | |
DSP Bond Retail Growth | +7.15% | +7.47% | 308.94 | |
Bandhan Medium Duration Fund Growth | +6.07% | +6.85% | 1,375.47 | |
Invesco India Medium Duration Fund Growth | +6.15% | +6.84% | 172.67 | |
| Compare | ||||
Fund management
DSDwijendra SrivastavaJul 2010 - PresentView details
DS
Dwijendra Srivastava
Jul 2010 - Present
View details
SASandeep AgarwalJun 2012 - PresentView details
SA
Sandeep Agarwal
Jun 2012 - Present
View details
About Sundaram Medium Duration Fund Growth
Sundaram Medium Duration Fund Growth 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹75,674 Cr and the Latest NAV as of 20 Feb 2026 is ₹70.48.
The Sundaram Medium Duration Fund Growth 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,