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Sundaram Medium Duration Fund Growth

Sundaram Medium Duration Fund Growth

Debt
Medium Duration
Moderate Risk
+5.71%
3Y annualised
0
1M
6M
1Y
3Y
5Y
All
NAV: 09 Jan '26
₹70.27
Min. SIP amount
Not Supported
Fund size
₹35.96 Cr
Expense ratio
2.06%

Holdings (15)

NameSectorInstrumentsAssets
GOISovereignGOI Sec28.06%
Tamilnadu StateOthersSDL14.07%
Tamilnadu StateOthersSDL6.44%
Cholamandalam Investment and Finance Company Ltd.FinancialDebenture5.56%
Power Finance Corporation Ltd.FinancialBonds5.53%
GOISovereignGOI Sec5.51%
Muthoot Finance Ltd.FinancialDebenture4.24%
Small Industries Devp. Bank of India Ltd.FinancialBonds2.81%
Can Fin Homes Ltd.FinancialDebenture2.81%
Can Fin Homes Ltd.FinancialFRB2.80%
Godrej Industries Ltd.Consumer StaplesDebenture2.79%
360 ONE Wealth Ltd.FinancialNCD2.79%
HDB Financial Services Ltd.FinancialDebenture2.79%
PNB Housing Finance Ltd.FinancialDebenture2.78%
REC Ltd.FinancialDebenture2.77%
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
Name3Y5Y10YAll
Fund returns+5.7%+3.9%+5.5%+7.2%
Category average (Debt Medium Duration)+7.6%+6.6%+7.0%--
Rank (Debt Medium Duration)131211--

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

Name1Y3YFund Size(Cr)
SBI Medium Duration Fund Growth
SBI Medium Duration Fund Growth
+7.28%+7.51%6,945.68
DSP Bond Retail Growth
DSP Bond Retail Growth
+7.51%+7.41%319.74
HDFC Medium Term Debt Fund Growth
HDFC Medium Term Debt Fund Growth
+7.44%+7.40%3,842.12
Invesco India Medium Duration Fund Growth
Invesco India Medium Duration Fund Growth
+6.51%+6.80%175.91
Bandhan Medium Duration Fund Growth
Bandhan Medium Duration Fund Growth
+6.41%+6.77%1,393.38
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

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 ₹76,948 Cr and the Latest NAV as of 09 Jan 2026 is ₹70.27. 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
Scheme Information Document(SID)

Fund house

AMC Image
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹76,948.12 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mailNA
Websitehttp://www.sundarammutual.com
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianStock Holding Corp. of India Ltd.
Registrar & Transfer AgentKFin Tech
Email[email protected]
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Vaishnavi Tech Park, South Tower, 3rd FloorSarjapur Main Road, Bellandur, Bengaluru – 560103Karnataka
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