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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
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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