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Mutual Funds

Sundaram Medium Term Fund

Sundaram Medium Term Fund icon

Sundaram Medium Term Fund

Medium DurationRank #13
1/5

NAV (2026-08-24)

71.73

AUM

₹33.5 Cr

Exp. Ratio: 1.9%

RISK LEVEL

Moderate

Returns & Performance

1 Year3.68%2.23% vs cat avgRank #13
3 Year5.27%1.98% vs cat avgRank #13
5 Year4.11%2.20% vs cat avgRank #13
Since Launch7.11%0.94% vs cat avg

Fund vs Category Average

1Y
3.68%-2.23%
3Y
5.27%-1.98%
5Y
4.11%-2.20%

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 (1.9%)
Overall rank #13 in category
Returns since launch below category avg
ISININF903J01FQ2
NAV₹71.73
NAV Date2026-08-24
AUM₹33.5 Cr
Expense Ratio1.9%
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

CompanySectorAsset Value (Cr)Asset %
Cholamandalam Investment and Finance Company Ltd. 7.38 28/05/2027Financial₹1.995.94
Power Finance Corporation Ltd. 6.61 15/07/2028Financial₹1.985.90
Muthoot Finance Ltd. 8.65 31/01/2028Financial₹1.504.48
Can Fin Homes Ltd. 8.09 04/01/2027Financial₹1.002.99
Godrej Industries Ltd. 8.36 28/08/2026Consumer Staples₹1.002.99
Can Fin Homes Ltd. 8.45 27/05/2026Financial₹1.002.98
HDB Financial Services Ltd. 7.41 05/06/2028Financial₹0.992.97
PNB Housing Finance Ltd. 7.28 05/06/2028Financial₹0.992.96
REC Ltd. 6.52 31/01/2028Financial₹0.992.95
LIC Housing Finance Ltd. 5.78 11/09/2025Financial₹0.992.25

Frequently Asked Questions

Common questions about this fund, answered from scheme data

The latest Net Asset Value (NAV) of Sundaram Medium Term Fund is ₹71.73 as of 2026-08-24.

The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.