Money Lancer
Debt: Medium Duration
Sundaram Mutual Fund
Sundaram Mutual Fund · Debt: Medium Duration

Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth

To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or by the Asset management Company.

Fixed IncomeBenchmark · Nifty Medium Duration Debt Index A-IIITER · 1.86%Inception · 18-12-1997
NAV
70.46
+0.05% · as of 14-05-2026
Since inception
7.11%
CAGR
Benchmark (inception)
7.33%
CAGR
Fund size
₹0 Cr
AUM
Expense ratio
1.86%
30-04-2026
Performance

Returns vs benchmark & category

Since inception: +7.11% CAGR vs benchmark +7.33%.

Portfolio

Where the money is invested

Top holdings

6.48% Government of India19.86%
7.00% Tamil Nadu State Government Securities - 12/03/202914.78%
SGS TAMILNADU 7.44% (20/03/2034)6.72%
Cholamandalam Investment and Finance Company Limited5.84%
7.01% National Bank For Agriculture & Rural Development (16-Mar-2029)5.81%
6.79% Government of India5.79%
6.61% Power Finance Corporation Ltd.5.78%
TREPS5.18%
8.65% Muthoot Finance Limited4.44%
8.09% Can Fin Homes Limited2.95%

Sector allocation

Not available.
Riskometer
LowVery High
Moderate

What if you'd SIP'd here?

@ 7.1% p.a.
₹10,000
10 years
Projected value
₹17,51,683
Invested: ₹12,00,000
Gained: ₹5,51,683
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
D
Dwijendra Srivastava, Sandeep Agarwal
Manager since fund inception data not available
ISIN & identifiers
AMFI code
100603
ISIN (Growth)
INF903J01FQ2
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

Other Debt: Medium Duration funds

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