Sundaram Medium Duration Fund Direct-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 0.79%
NAV: ₹78.52 as on Thu Nov 13, 2025
Fund NAV

Fund Overview of Sundaram Medium Duration Fund Direct-growth

  • ₹43.3 Cr
    AUM
  • ₹78.52
    NAV
  • 1.09%
    Expense Ratio
  • Debt
    Fund Category
As on Thu Nov 13, 2025

Returns of Sundaram Medium Duration Fund Direct-growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 0.79% NA 0.84%
6 Months 2.66% NA 4.74%
1 Year 6.79% 6.79% 9.16%
2 Years 15.52% 7.48% 8.80%
3 Years 22.58% 7.02% 8.10%
5 Years 27.32% 4.95% 7.60%
7 Years 50.62% 6.03% NA
10 Years 84.01% 6.29% 7.69%
View More
As on Thu Nov 13, 2025

Asset Allocation

debt instruments

84.15%

other assets or cash equivalents

15.85%
Top Holdings
Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100
33.70%
Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100
34.18%
Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100
1.00%
Government Of India 35031 Goi 07ot34 6.79 Fv Rs 100
27.33%
Government Of India 35031 Goi 07ot34 6.79 Fv Rs 100
27.33%
 
Top Sectors
Entities
182.61%
Financial
106.29%
Unspecified
103.52%
Diversified
11.17%
Technology
10.40%
Detailed Portfolio Analysis
As on Thu Nov 13, 2025
Invest Now

About Fund

About Sundaram Medium Duration Fund Direct-growth

Sundaram Medium Duration Fund Direct-growth is one Debt mutual fund offered by Sundaram Mutual Fund. Launched on 02 Jan 2013, the fund aims Income and Capital appreciation by investing in a portfolio comprising of fixed income securities with Macaulay Duration between 3 to 4 years. It manages assets worth ₹43.3 crore as on Thu Jul 31, 2025. The expense ratio stands at 1.09%.
The portfolio allocation consists of 84.15% in debt instruments, 15.85% in other assets or cash equivalents. Managed by Sandeep Agarwal, it has delivered a return of 6.79% in the last year, a total return since inception of 6.89%.

Read more
  • Dwijendra Srivastava

    Fund Manager

  • Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.

    Manager Education

  • Sandeep Agarwal

    Fund Manager

  • Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.

    Manager Education

Key Metrics of Sundaram Medium Duration Fund Direct-growth

  • Standard Deviation
    1.53%
  • Sharpe Ratio
    -0.03%
  • Alpha
    -0.36%
  • Beta
    0.82%

Fund Details

Fund Names Sundaram Medium Duration Fund Direct-growth
Inception Date 02 Jan 2013
Lock In No Lock-in
SIP Minimum Investment amount ₹ 250
SWP Minimum Investment amount ₹ 500
STP Minimum Investment amount ₹ 250
 
Risk Principal at moderate risk
Category Average Annual Returns 9.16
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Nippon India Medium Duration Fund Direct-growth trend ₹106 0.64% 1.90% 10.85% 9.01% 9.56%
Nippon India Medium Duration Fund-growth trend ₹106 0.60% 1.78% 10.25% 8.42% 8.96%
ICICI Prudential Medium Term Bond Fund Direct Plan-growth trend ₹5,688 0.67% 2.60% 9.88% 8.72% 7.45%
ICICI Prudential Medium Term Bond Fund-growth trend ₹5,688 0.61% 2.44% 9.20% 8.03% 6.74%
SBI Magnum Medium Duration Fund Direct -growth trend ₹6,589 0.56% 2.00% 8.43% 8.25% 6.64%
UTI Medium Duration Fund Direct-flexi Idcw trend ₹41 0.55% 1.70% 7.89% 7.69% 6.58%
SBI Magnum Medium Duration Fund-growth trend ₹6,589 0.52% 1.88% 7.89% 7.69% 6.08%
UTI Medium Duration Fund Regular-flexi Idcw trend ₹41 0.49% 1.53% 7.16% 6.99% 5.89%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Sundaram Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Sundaram Medium Duration Fund Regular-growth increase ₹43 0.41% 1.29% 1.77% 6.27% 5.88%
Sundaram Medium Duration Fund Direct-idcw Quarterly increase ₹43 0.48% 1.48% 2.15% 7.13% 6.79%
Sundaram Medium Duration Fund Regular-idcw Quarterly increase ₹43 0.41% 1.29% 1.77% 6.27% 5.88%
increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
SBI Magnum Medium Duration Fund-growth trend ₹6,589 ₹52.35 7.69% 6.08% 8.04%
SBI Magnum Medium Duration Fund Direct -growth trend ₹6,589 ₹56.69 8.25% 6.64% 8.75%
ICICI Prudential Medium Term Bond Fund Direct Plan-growth trend ₹5,688 ₹50.90 8.72% 7.45% 8.24%
ICICI Prudential Medium Term Bond Fund-growth trend ₹5,688 ₹46.26 8.03% 6.74% 7.46%
Invesco India Medium Duration Fund Direct - Discretionary Idcw trend ₹173 ₹1,308.47 7.91% - -
Invesco India Medium Duration Fund Regular - Discretionary Idcw trend ₹173 ₹1,262.05 7.06% - -
Nippon India Medium Duration Fund-growth trend ₹106 ₹16.17 8.42% 8.96% 3.45%
Nippon India Medium Duration Fund Direct-growth trend ₹106 ₹17.54 9.01% 9.56% 4.19%
UTI Medium Duration Fund Direct-flexi Idcw trend ₹41 ₹15.56 7.69% 6.58% 6.57%
UTI Medium Duration Fund Regular-flexi Idcw trend ₹41 ₹13.75 6.99% 5.89% 5.86%
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100Entities33.70%₹14.59 Cr
Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100Entities34.18%₹14.41 Cr
Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100Entities-—
Government Of India 35031 Goi 07ot34 6.79 Fv Rs 100Entities27.33%₹10.14 Cr
Government Of India 35031 Goi 07ot34 6.79 Fv Rs 100Entities27.33%₹10.14 Cr
RepoUnspecified14.17%₹5.26 Cr
RepoUnspecified14.17%₹5.26 Cr
7.37% Goi Cg 23-10-2028Entities12.04%₹5.21 Cr
7.37% Goi Cg 23-10-2028Entities12.33%₹5.20 Cr
7.37% Goi Cg 23-10-2028Entities-—
State Development Loan 35697 Tn 12mr29 7 Fv Rs 100Unspecified13.66%₹5.06 Cr
State Development Loan 35697 Tn 12mr29 7 Fv Rs 100Unspecified13.66%₹5.06 Cr
Central Government Loan 30950 Goi 15nv26 5.74 Fv Rs 100Entities11.56%₹5.01 Cr
RepoUnspecified7.87%₹3.32 Cr
RepoUnspecified5.60%₹2.43 Cr
State Development Loan 34118 Tn 20mr34 7.44 Fv Rs 100Unspecified5.51%₹2.38 Cr
State Development Loan 34118 Tn 20mr34 7.44 Fv Rs 100Unspecified6.32%₹2.34 Cr
State Development Loan 34118 Tn 20mr34 7.44 Fv Rs 100Unspecified6.32%₹2.34 Cr
State Development Loan 34118 Tn 20mr34 7.44 Fv Rs 100Unspecified5.53%₹2.33 Cr
State Development Loan 34118 Tn 20mr34 7.44 Fv Rs 100Unspecified-—
Bharti Telecom Limited Sr Xvi 8.90 Ncd 04dc25 Fvrs1lacTechnology4.65%₹2.01 Cr
Bharti Telecom Limited Sr Xvi 8.90 Ncd 04dc25 Fvrs1lacTechnology4.76%₹2.01 Cr
Bharti Telecom Limited Sr Xvi 8.90 Ncd 04dc25 Fvrs1lacTechnology-—
Cholamandalam Investment And Finance Company Limited Sr 653 7.38 Ncd 28my27 Fvrs1lacFinancial4.63%₹2.00 Cr
Cholamandalam Investment And Finance Company Limited Sr 653 7.38 Ncd 28my27 Fvrs1lacFinancial5.40%₹2.00 Cr
Cholamandalam Investment And Finance Company Limited Sr 653 7.38 Ncd 28my27 Fvrs1lacFinancial5.40%₹2.00 Cr
Cholamandalam Investment And Finance Company Limited Sr 653 7.38 Ncd 28my27 Fvrs1lacFinancial4.74%₹2.00 Cr
Cholamandalam Investment And Finance Company Limited Sr 653 7.38 Ncd 28my27 Fvrs1lacFinancial-—
Power Finance Corporation Limited Sr 250a 6.61 Bd 15jl28 Fvrs1lacFinancial4.61%₹2.00 Cr
Power Finance Corporation Limited Sr 250a 6.61 Bd 15jl28 Fvrs1lacFinancial5.38%₹1.99 Cr
Power Finance Corporation Limited Sr 250a 6.61 Bd 15jl28 Fvrs1lacFinancial5.38%₹1.99 Cr
Power Finance Corporation Limited Sr 250a 6.61 Bd 15jl28 Fvrs1lacFinancial4.73%₹1.99 Cr
Power Finance Corporation Limited Sr 250a 6.61 Bd 15jl28 Fvrs1lacFinancial-—
Government Of India 35943 Goi 05my35 6.33 Fv Rs 100Entities5.32%₹1.97 Cr
Government Of India 35943 Goi 05my35 6.33 Fv Rs 100Entities5.32%₹1.97 Cr
Government Of India 35943 Goi 05my35 6.33 Fv Rs 100Entities4.66%₹1.97 Cr
Government Of India 35943 Goi 05my35 6.33 Fv Rs 100Entities-—
Muthoot Finance Limited 8.65 Ncd 31jn28 Fvrs1lacFinancial3.52%₹1.52 Cr
Muthoot Finance Limited 8.65 Ncd 31jn28 Fvrs1lacFinancial4.11%₹1.52 Cr
Muthoot Finance Limited 8.65 Ncd 31jn28 Fvrs1lacFinancial4.11%₹1.52 Cr
Muthoot Finance Limited 8.65 Ncd 31jn28 Fvrs1lacFinancial3.61%₹1.52 Cr
Muthoot Finance Limited 8.65 Ncd 31jn28 Fvrs1lacFinancial-—
Cash/net Current AssetsUnspecified2.90%₹1.22 Cr
Government Of India 34539 Goi 03ju29 7.04 Fv Rs 100Entities2.39%₹1.04 Cr
Government Of India 34539 Goi 03ju29 7.04 Fv Rs 100Entities2.45%₹1.03 Cr
Government Of India 34539 Goi 03ju29 7.04 Fv Rs 100Entities-—
Small Industries Development Bank Of India Sr Iii 7.34 Bd 26fb29 Fvrs1lacFinancial2.74%₹1.02 Cr
Small Industries Development Bank Of India Sr Iii 7.34 Bd 26fb29 Fvrs1lacFinancial2.74%₹1.02 Cr
Godrej Industries Limited Sr I 8.36 Ncd 28ag26 Fvrs1lacDiversified2.34%₹1.01 Cr
Can Fin Homes Limited Sr 2 8.09 Ncd 04jn27 Fvrs1lacFinancial2.34%₹1.01 Cr
Can Fin Homes Limited 8.45 Ncd 27my26 Fvrs1lacFinancial2.34%₹1.01 Cr
Can Fin Homes Limited Sr 2 8.09 Ncd 04jn27 Fvrs1lacFinancial2.40%₹1.01 Cr
Can Fin Homes Limited Sr 2 8.09 Ncd 04jn27 Fvrs1lacFinancial-—
Can Fin Homes Limited Sr 2 8.09 Ncd 04jn27 Fvrs1lacFinancial2.73%₹1.01 Cr
Can Fin Homes Limited Sr 2 8.09 Ncd 04jn27 Fvrs1lacFinancial2.73%₹1.01 Cr
Can Fin Homes Limited 8.45 Ncd 27my26 Fvrs1lacFinancial2.40%₹1.01 Cr
Can Fin Homes Limited 8.45 Ncd 27my26 Fvrs1lacFinancial-—
Godrej Industries Limited Sr I 8.36 Ncd 28ag26 Fvrs1lacDiversified2.39%₹1.01 Cr
Godrej Industries Limited Sr I 8.36 Ncd 28ag26 Fvrs1lacDiversified-—
Can Fin Homes Limited 8.45 Ncd 27my26 Fvrs1lacFinancial2.72%₹1.01 Cr
Can Fin Homes Limited 8.45 Ncd 27my26 Fvrs1lacFinancial2.72%₹1.01 Cr
Godrej Industries Limited Sr I 8.36 Ncd 28ag26 Fvrs1lacDiversified2.72%₹1.01 Cr
Godrej Industries Limited Sr I 8.36 Ncd 28ag26 Fvrs1lacDiversified2.72%₹1.01 Cr
Hdb Financial Services Limited Sr 228 Tr 1 7.4091 Ncd 05ju28 Fvrs1lacFinancial2.32%₹1.01 Cr
Hdb Financial Services Limited Sr 228 Tr 1 7.4091 Ncd 05ju28 Fvrs1lacFinancial2.71%₹1.00 Cr
Hdb Financial Services Limited Sr 228 Tr 1 7.4091 Ncd 05ju28 Fvrs1lacFinancial2.71%₹1.00 Cr
Hdb Financial Services Limited Sr 228 Tr 1 7.4091 Ncd 05ju28 Fvrs1lacFinancial2.38%₹1.00 Cr
Hdb Financial Services Limited Sr 228 Tr 1 7.4091 Ncd 05ju28 Fvrs1lacFinancial-—
Rec Limited Sr 248a 6.52 Bd 31jn28 Fvrs1lacFinancial2.69%₹1.00 Cr
Rec Limited Sr 248a 6.52 Bd 31jn28 Fvrs1lacFinancial2.69%₹1.00 Cr
Rec Limited Sr 248a 6.52 Bd 31jn28 Fvrs1lacFinancial2.36%₹1.00 Cr
Rec Limited Sr 248a 6.52 Bd 31jn28 Fvrs1lacFinancial-—
Cash/net Current AssetsUnspecified2.16%₹0.94 Cr
Cash/net Current AssetsUnspecified1.68%₹0.62 Cr
Cash/net Current AssetsUnspecified1.68%₹0.62 Cr
Others Class A2 AifUnspecified0.35%₹0.13 Cr
Others Class A2 AifUnspecified0.35%₹0.13 Cr
Others Class A2 AifUnspecified0.31%₹0.13 Cr
Others Class A2 AifUnspecified0.29%₹0.13 Cr
View More

Top Debt Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Nippon India Medium Duration Fund Direct-growth increase ₹17.54 9.01% 9.56% -
Nippon India Medium Duration Fund-growth increase ₹16.17 8.42% 8.96% -
ICICI Prudential Medium Term Bond Fund Direct Plan-growth increase ₹50.90 8.72% 7.45% -
ICICI Prudential Medium Term Bond Fund-growth increase ₹46.26 8.03% 6.74% -
SBI Magnum Medium Duration Fund Direct -growth increase ₹56.69 8.25% 6.64% -
UTI Medium Duration Fund Direct-flexi Idcw increase ₹15.56 7.69% 6.58% -
SBI Magnum Medium Duration Fund-growth increase ₹52.35 7.69% 6.08% -
UTI Medium Duration Fund Regular-flexi Idcw increase ₹13.75 6.99% 5.89% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Sundaram Medium Duration Fund Direct-growth

What is the current AUM of Sundaram Medium Duration Fund Direct-growth?

As of Thu Jul 31, 2025, Sundaram Medium Duration Fund Direct-growth manages assets worth ₹43.3 crore

How has Sundaram Medium Duration Fund Direct-growth performed recently?

  • 3 Months: 0.79%
  • 6 Months: 2.66%

What is the long-term performance of Sundaram Medium Duration Fund Direct-growth?

  • 3 Years CAGR: 7.02%
  • 5 Years CAGR: 4.95%
  • Since Inception: 6.89%

What is the portfolio composition of Sundaram Medium Duration Fund Direct-growth?

Debt: 84.15%, Others: 15.85%.

Who manages Sundaram Medium Duration Fund Direct-growth?

Sundaram Medium Duration Fund Direct-growth is managed by Sandeep Agarwal from Sundaram Mutual Fund.

Which are the top companies Sundaram Medium Duration Fund Direct-growth has invested in?

  • GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 – 33.70% of the fund's portfolio
  • GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 – 34.18% of the fund's portfolio
  • GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 – 1.00% of the fund's portfolio
  • GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 – 27.33% of the fund's portfolio
  • GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 – 27.33% of the fund's portfolio

Which are the major sectors Sundaram Medium Duration Fund Direct-growth focuses on?

  • Entities – 182.61% of the fund's portfolio
  • Financial – 106.29% of the fund's portfolio
  • Unspecified – 103.52% of the fund's portfolio
  • Diversified – 11.17% of the fund's portfolio
  • Technology – 10.40% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

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