How to Invest in Sundaram Medium Duration Fund Growth?

You can easily invest in Sundaram Medium Duration Fund Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Sundaram Medium Duration Fund Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Sundaram Medium Duration Fund Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Medium Duration Fund Growth provide?

The Sundaram Medium Duration Fund Growth has been there from 18 Dec 1997 and the average annual returns provided by this fund is 5.24% since its inception.

How much expense ratio is charged by Sundaram Medium Duration Fund Growth?

The term Expense Ratio used for Sundaram Medium Duration Fund Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Sundaram Medium Duration Fund Growth is 2.06% as of 16 Feb 2026...

What is the AUM of Sundaram Medium Duration Fund Growth?

The AUM, short for Assets Under Management of Sundaram Medium Duration Fund Growth is ₹35.08Cr as of 16 Feb 2026.

How to Redeem Sundaram Medium Duration Fund Growth?

If you want to sell your Sundaram Medium Duration Fund Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Medium Duration Fund Growth?

You can select either SIP or Lumpsum investment of Sundaram Medium Duration Fund Growth based on your investment objective and risk tolerance.

What is the NAV of Sundaram Medium Duration Fund Growth?

The NAV of Sundaram Medium Duration Fund Growth is ₹70.48 as of 13 Feb 2026.

What is the PE and PB ratio of Sundaram Medium Duration Fund Growth?

The PE ratio ratio of Sundaram Medium Duration Fund Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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Sundaram Medium Duration Fund Growth

Name: Sundaram Medium Duration Fund Growth
Brand: Sundaram Mutual Fund

Debt

Medium Duration

Moderate Risk

+5.74%

3Y annualised

+0.06% 1D

All

NAV: 13 Feb '26

₹70.48

Min. SIP amount

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%	+4.1%	+5.6%	+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	+7.28%	+7.61%	6,830.29
	HDFC Medium Term Debt Fund Growth	+7.42%	+7.48%	3,861.91
	DSP Bond Retail Growth	+7.18%	+7.43%	308.94
	Invesco India Medium Duration Fund Growth	+6.22%	+6.84%	172.67
	Bandhan Medium Duration Fund Growth	+6.14%	+6.82%	1,375.47
Compare

Fund management

DS
Dwijendra Srivastava
Jul 2010 - Present
View details

Education

Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.

Experience

Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.

Also manages these schemes

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Growth

Sundaram Short Duration Fund Growth

Sundaram Multi Factor Fund Growth

Sundaram Long Term Tax Advantage Fund Series III Growth

Sundaram Long Term Tax Advantage Fund Series IV Growth

Sundaram Flexi Cap Fund Growth

Sundaram Aggressive Hybrid Fund Growth

Sundaram Long Term Micro Cap Tax Advantage Fund Series III Growth

Sundaram Money Market Fund Growth

Sundaram Medium Duration Fund Growth

Sundaram Low Duration Fund Growth

Sundaram Liquid Growth

Sundaram Ultra Short Duration Fund Growth

Sundaram Long Term Micro Cap Tax Advantage Fund Series V Growth

Sundaram Banking & PSU Fund Growth

Sundaram Corporate Bond Fund Growth

Sundaram Arbitrage Fund Growth

Sundaram Equity Savings Fund Growth

Sundaram Conservative Hybrid Fund Growth

Sundaram Business Cycle Fund Growth

Sundaram Overnight Fund Growth

Sundaram Multi Asset Allocation Fund Growth

Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Growth

Sundaram Balanced Advantage Fund Growth

Sundaram Long Term Tax Advantage Fund Series II Growth

SA
Sandeep Agarwal
Jun 2012 - Present
View details

Education

Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.

Experience

Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.

Also manages these schemes

Sundaram Short Duration Fund Growth

Sundaram Multi Factor Fund Growth

Sundaram Liquid Growth

Sundaram Ultra Short Duration Fund Growth

Sundaram Banking & PSU Fund Growth

Sundaram Corporate Bond Fund Growth

Sundaram Aggressive Hybrid Fund Growth

Sundaram Conservative Hybrid Fund Growth

Sundaram Business Cycle Fund Growth

Sundaram Overnight Fund Growth

Sundaram Multi Asset Allocation Fund Growth

Sundaram Money Market Fund Growth

Sundaram Medium Duration Fund Growth

Sundaram Low Duration Fund Growth

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 13 Feb 2026 is ₹70.48. The Sundaram Medium Duration Fund Growth is rated Moderate risk. Minimum SIP Investment is set to ₹250. ;