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Mutual Funds

Sundaram Medium Duration Fund

Su

Sundaram Medium Duration Fund

Medium DurationRank #13
1/5

NAV (2026-07-14)

71.51

AUM

₹34.7 Cr

Exp. Ratio: 1.86%

RISK LEVEL

Moderate

Returns & Performance

1 Year3.02%2.42% vs cat avgRank #13
3 Year5.22%2.06% vs cat avgRank #13
5 Year4.18%2.41% vs cat avgRank #12
Since Launch7.12%--

Fund vs Category Average

1Y
3.02%-2.42%
3Y
5.22%-2.06%
5Y
4.18%-2.41%

Pros & Cons

Pros

No lock-in period
Decent 1Y category rank (#13)

Cons

1Y returns trail category average
3Y returns below category average
5Y returns below category average
Higher expense ratio (1.86%)
Overall rank #13 in category
ISININF903J01FQ2
NAV₹71.51
NAV Date2026-07-14
AUM₹34.7 Cr
Expense Ratio1.86%
RiskModerate
Rating1 / 5
Min SIP Amount₹250
Max SIP Amount₹999999999
Min Additional Inv.₹500
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1996-02-26

INVESTMENT OBJECTIVE

The scheme seeks to generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.

Kumaresh Ramakrishnan

Mr. Ramakrishnan is a B.E from Mumbai University and MBA from NMIMS (Mumbai).

Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, DWS AMC, Societe Generale and CARE.

Top Holdings

Holdings data not available for this scheme