Sundaram Medium Duration Fund Direct-Growth

Q: What are the returns of Sundaram Medium Duration Fund?

The Sundaram Medium Duration Fund is a 12 yrs 5 m old fund and has delivered average annual returns of 7.01% since inception. Sundaram Medium Duration Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception 9.08% 7.29% 5.41% 6.65% 7.01%

Previously called: Sundaram Medium Term Bond Direct-G

NAV as of Jun 05, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹77.4047+0.04% 1 day change	7.01% p.a.	#NA View Ranked Funds	₹45 Crs

Historical NAV & returns

NAV: ₹77.4047 as on Jun 05, 2025

This fund Category average

Sundaram Medium Duration Fund overview

Expense ratio	1.39% as on May 31, 2025
Exit load	1.0% Exit load of 1%, if redeemed within 12 months.!
AUM (Fund size)	₹45 Crs
Lock-in	No Lockin
Age	12 yrs 5 m since Jan 02, 2013
Benchmark	NIFTY Medium Duration Debt Index A-III
Min. investment	SIP ₹250 & Lump. ₹5000
Risk	Moderate
Tax on your gains	Profits are added to your income and taxed as per your slab rate

Sundaram Medium Duration Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Jun 06, 2025

Period	This fund	Category average
1 Month	0.87%	0.91%
3 Months	3.48%	3.85%
6 Months	4.97%	5.72%
1 Year	9.08%	10.72%
2 Years	7.27%	8.82%
3 Years	7.29%	8.9%
4 Years	5.35%	7.63%
5 Years	5.41%	7.78%
7 Years	6.2%	7.29%
10 Years	6.65%	7.7%

Asset allocationas on Dec 31, 2024

Large Cap 0.0%

Mid Cap 0.0%

Small Cap 0.0%

Other Cap 0.0%

Top holdings

Bifurcation by Holding is not available for this fund

Top sectors

Bifurcation by Sector is not available for this fund

SOV 75.466897%

Cash & Call Money 13.01589%

AA+ 9.028752%

AAA 2.213307%

Top Debt Holdings

GOI 70.19%

Tamilnadu State 5.27%

Bharti Telecom Ltd. 4.52%

Can Fin Homes Ltd. 2.26%

Allocation by Instruments

GOI Securities 70.19511%

Repo 11.811219%

Debenture 8.983553%

State Development Loan 5.271787%

Other Holdings

Others 11.81%

Peer comparison

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
Sundaram Medium Duration Fund	N.A.	₹45 Crs	12 yrs 5 m	1.39%
ICICI Prudential Medium Term Bond Fund	N.A.	₹5,732 Crs	12 yrs 5 m	0.74%
Axis Strategic Bond Fund	N.A.	₹1,930 Crs	12 yrs 5 m	0.55%
SBI Magnum Medium Duration Fund	N.A.	₹6,567 Crs	12 yrs 5 m	0.71%
Bandhan Income Plus Arbitrage FoF	N.A.	₹200 Crs	12 yrs 5 m	0.04%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Sundaram Medium Duration Fund	0.87%	4.97%	9.08%	7.29%	5.41%	6.65%
ICICI Prudential Medium Term Bond Fund	1.15%	5.71%	10.63%	8.88%	8.17%	8.38%
Axis Strategic Bond Fund	1.03%	5.75%	10.84%	9.04%	8.04%	8.55%
SBI Magnum Medium Duration Fund	0.97%	5.51%	10.37%	8.7%	7.41%	8.84%
Bandhan Income Plus Arbitrage FoF	0.83%	4.7%	9.37%	7.74%	6.46%	7.6%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Sundaram Medium Duration Fund	1.43	0.93	0.46	0.74
ICICI Prudential Medium Term Bond Fund	1.01	0.65	2.11	3.95
Axis Strategic Bond Fund	1.2	0.81	1.93	3.51
SBI Magnum Medium Duration Fund	1.16	0.77	1.67	2.94
Bandhan Income Plus Arbitrage FoF	0.91	N.A.	1.25	2.19

View all Medium Duration funds

Key risk & return ratios Compared to other funds in the category

Alpha	-0.59 vs. 3.8 Underperformed at beating benchmark
Sharpe	0.46 vs. 3.41 Poor risk-adjusted returns
Beta	0.93 vs. 1.38 Less sensitive to market ups & downs
Standard deviation	1.43 vs. 1.79 More stable returns

Compare Sundaram Medium Duration Fund in detail with

About this fund

About Sundaram Medium Duration Fund

Sundaram Medium Duration Fund Direct-Growth is a Medium Duration mutual fund scheme from Sundaram Mutual Fund. This fund has been in existence for 12 yrs 5 m, having been launched on 02/01/2013. Sundaram Medium Duration Fund Direct-Growth has ₹45 Crores worth of assets under management (AUM) as on 31/03/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Sundaram Medium Duration Fund Direct-Growth as of 05/06/2025 is ₹77.40. The fund has an expense ratio of 1.39%, which is higher than what most other Medium Duration funds charge.

Sundaram Medium Duration Fund Direct-Growth returns of last 1-year are 9.18%. Since launch, it has delivered 7.01% average annual returns. The fund has doubled the money invested in it every 11 yrs.
Sundaram Medium Duration Fund Direct-Growth scheme's ability to deliver returns consistently is lower than most funds of its category. Its ability to control losses in a falling market is low.
The fund's credit profile is high indicating it has lent to borrowers whose quality is great. Most funds in this category lend to similar borrowers and hence the risk of default in this fund is same as the category.
The fund's top holdings are in GOI, Tamilnadu State, Bharti Telecom Ltd., Can Fin Homes Ltd., Godrej Industries Ltd..

...

Fund AUM	₹45 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

Fund managers

Dwijendra Srivastava

Mr. Srivastava is B.Tech , PGDM (Finance) and CFA. Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.

Sandeep Agarwal

Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS. Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.

Investment objective

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

Sundaram Mutual Fund details

No. of schemes	30 view all schemes
Total AUM	₹65,593 Crs as on Mar 31, 2025
Address	Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road, Royapettah Chennai, 600014
Phone	1860-425-7237

More funds from Sundaram Mutual Fund

Fund name	ETM Rank	AUM (in Crs.)	1Y	3Y
Sundaram Short Duration Fund	N.A.	₹218 Crs	10.15%	8.11%
Sundaram Banking & PSU Fund	N.A.	₹336 Crs	9.99%	7.87%
Sundaram Corporate Bond Fund	N.A.	₹712 Crs	10.24%	7.73%
Sundaram Low Duration Fund	N.A.	₹410 Crs	8.7%	7.56%
Sundaram Ultra Short Duration Fund	N.A.	₹2,091 Crs	7.98%	7.37%

See all Debt funds from this AMC

Frequently asked questions

What is the current NAV of Sundaram Medium Duration Fund?

The current Net Asset Value (NAV) of the Sundaram Medium Duration Fund - Direct Growth plan is approximately ₹77.4047 as of Jun 05, 2025.

What are the returns of this mutual fund scheme?

The Sundaram Medium Duration Fund is a 12 yrs 5 m old fund and has delivered average annual returns of 7.01% since inception.

Sundaram Medium Duration Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
9.08%	7.29%	5.41%	6.65%	7.01%

How much does this mutual fund charge as expense ratio?

The Sundaram Medium Duration Fund - Direct Growth has an expense ratio of 1.39%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

What is the AUM or fund size of this mutual fund?

The Sundaram Medium Duration Fund currently has assets under management (AUM) or fund size valued at approximately ₹45 Crs crore as of Mar 31, 2025.

To whom does Sundaram Medium Duration Fund lend to?

The top 3 debt holdings of Sundaram Medium Duration Fund are as follows

Holding Name	Percentage of Portfolio
GOI	70.19%
Tamilnadu State	5.27%
Bharti Telecom Ltd.	4.52%

What is the quality of borrowers this mutual fund scheme lends to?

The credit rating of the instruments in which the fund invests represents the quality of the borrower.

The Sundaram Medium Duration Fund allocation by credit quality is given below

Credit Quality	Percentage of Portfolio
SOV	75.466897%
Cash & Call Money	13.01589%
AA+	9.028752%

What is risk level of Sundaram Medium Duration Fund?

This is a Medium Duration fund comes with Moderate risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How do I invest in Sundaram Medium Duration Fund?

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Sundaram Medium Duration Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Sundaram Medium Duration Fund is complete.

How can I redeem my investments in Sundaram Medium Duration Fund?

Redeeming your investments in Sundaram Medium Duration Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Sundaram Medium Duration Fund from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

in Medium Duration

#NA

Return Consistency: This fund ranks lower in terms of generating consistent return in it's category.
Volatility Protection: This fund ranks lower in terms of protecting against volatility within its category.
Return/Risk: The fund is performing poorly than its category.
Exit Load: Exit load of 1%, if redeemed within 12 months.