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Sundaram Medium Duration Fund Direct Growth

Sundaram Medium Duration Fund Direct Growth

NAV ₹78.53 as on 17 Nov 2025

RiskModerate

Fund Size₹37.09Cr

NAV	₹78.53 as on 17 Nov 2025
Risk	Moderate
Fund Size	₹37.09Cr

Investment Details

Lock-in

No Lock-in

Min One Time Amount

₹5,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹250

Min Additional Amount

₹500

Exit Load

Nil

Basic Details

Age

12 years 10 months (Since Jan 02, 2013)

Return since Launch

6.88%

Expense ratio

1.09%

Type

OPEN

AUM (Fund Size)

₹37.09

Risk Grade

Moderate

Benchmark

NIFTY Medium Duration Debt Index A-III

Calculate Your Returns

Select Duration

Choose Amount

₹

Returns

Total investment of ₹2,40,000

Would have become ₹61,949 (+209.74%)

Fund Manager

Name:

Dwijendra Srivastava

Experience:

He has over 11 years of experience in the financial sector.Prior to joining Sundaram MF he has worked with JM Financial AMC ,Tata AMC Privated Ltd., Tower Capital and Securities , Indo Swiss Financial and Gontermann Pipers.

Asset Allocation

Currently, data not available

See All

GSEC2034 27.33%

TREPS 14.17%

Tamilnadu 2029 7.00 13.66%

TAMIL NADU 2034 6.32%

Can Fin Homes 5.45%

Cholaman.Inv.&Fn 5.40%

Power Fin.Corpn. 5.38%

GSEC2035 5.32%

Muthoot Finance 4.11%

S I D B I 2.74%

Godrej Industrie 2.72%

HDB FINANC SER 2.71%

REC Ltd 2.69%

Net CA & Others 1.68%

CDMDF (Class A2) 0.35%

See All

Scheme Holding Summary

Govt. Securities

52.62%

Debt Others

47.38%

See All

Govt. Securities

Debt Others

See All

Riskometer

Level of risk in the scheme

Moderate

High

Low

Very
High

Your investment will be at Moderate Risk

Fund house & investment objective

SUNDARAM MUTUAL FUND

Rank (total assets)	#21 in India
Total AUM	₹74,005.23Cr

Date of Incorporation	26 Feb 1996

Sundaram Medium Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 02 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹74,005.23 Cr and the Latest NAV as of 17 Nov 2025 is ₹78.53.
The Sundaram Medium Duration Fund Direct Growth is rated Moderate. Minimum SIP Investment is set to ₹250 . Minimum Lumpsum Investment is ₹5,000. Exit load of Nil.

Returns and Rankings

Category: Debt Medium Duration Fund

Annualised returns

Absolute returns

	1Y	3Y	5Y	All
Fund returns	7.19%	2.20%	0.96%	0.56%
Category average	8.68%	2.56%	1.37%	-
Rank within category	9	9	8	-

FAQ’s

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

Sundaram Medium Duration Fund Direct Growth has given a return of 6.74% in the past 3 years.

What is the expense ratio charged by Sundaram Medium Duration Fund Direct Growth?

The Expense Ratio charged by Sundaram Medium Duration Fund Direct Growth is 1.09%.

What is the AUM size of Sundaram Medium Duration Fund Direct Growth?

The AUM size of Sundaram Medium Duration Fund Direct Growth is ₹37.09Cr.

What is the minimum SIP amount that you can invest in Sundaram Medium Duration Fund Direct Growth?

₹250 is the minimum SIP amount that you can invest in Sundaram Medium Duration Fund Direct Growth .

What are the top stock holdings of Sundaram Medium Duration Fund Direct Growth?

The top stock holdings of Sundaram Medium Duration Fund Direct Growth include

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Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.

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Sundaram Medium Duration Fund Direct Growth

Open FREE
3-in-1 Account

Start SIPs at just
₹100

Govt. Securities

Debt Others

Govt. Securities

Debt Others

Category: Debt Medium Duration Fund

FAQ’s

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

What is the expense ratio charged by Sundaram Medium Duration Fund Direct Growth?

What is the AUM size of Sundaram Medium Duration Fund Direct Growth?

What is the minimum SIP amount that you can invest in Sundaram Medium Duration Fund Direct Growth?

What are the top stock holdings of Sundaram Medium Duration Fund Direct Growth?

Sundaram Medium Duration Fund Direct Growth

Open FREE 3-in-1 Account

Start SIPs at just ₹100

Govt. Securities

Debt Others

Govt. Securities

Debt Others

Category: Debt Medium Duration Fund

FAQ’s

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

What is the expense ratio charged by Sundaram Medium Duration Fund Direct Growth?

What is the AUM size of Sundaram Medium Duration Fund Direct Growth?

What is the minimum SIP amount that you can invest in Sundaram Medium Duration Fund Direct Growth?

What are the top stock holdings of Sundaram Medium Duration Fund Direct Growth?

Open FREE
3-in-1 Account

Start SIPs at just
₹100