Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
Sundaram Mutual Fund · Medium Duration Fund · Direct · IDCW2/5 ★
NAV · as of 11/09/2026
27.15
1D
-0.19%1Y
-Key stats
- Expense ratio
- 0.99%
- AUM
- ₹33.50 Cr
- Launched
- 01/01/2013
- Fund manager
- Kumaresh Ramakrishnan; Sandeep Agarwal
- Risk
- Moderate Risk
- Min lump-sum
- ₹5,000
- Min SIP
- ₹250/mo
- Fresh lump-sum
- Accepted
- Fresh SIP
- Accepted
NAV history
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
12/08/2026 to 11/09/2026
O - H - L -
Comparable peers
Aditya Birla Sun Life Medium Term Quarterly IDCW Reinvest Direct Plan
ABSL Medium Term Quarterly IDCW Reinvest (DR) · ₹3.28 K Cr AUM
1Y+9.42%3Y+10.60%-Aditya Birla Sun Life Medium Term Quarterly IDCW Payout Direct Plan
ABSL Medium Term Quarterly IDCW Payout (DP) · ₹3.28 K Cr AUM
1Y+9.42%3Y+10.60%-Aditya Birla Sun Life Medium Term Half Yearly IDCW Payout Direct Plan
ABSL Medium Term Half Yearly IDCW Payout (DP) · ₹3.28 K Cr AUM
1Y+9.33%3Y+10.50%-Aditya Birla Sun Life Medium Term Half Yearly IDCW Reinvest Direct Plan
ABSL Medium Term Half Yearly IDCW Reinvest (DR) · ₹3.28 K Cr AUM
1Y+9.33%3Y+10.50%-Sundaram Medium Duration Quarterly IDCW Reinvest Direct Plan
Sundaram Medium Duration Quarterly IDCW Reinvest (DR) · ₹33.50 Cr AUM
1Y+4.14%3Y+6.11%-
Investment objective
To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments
Scheme details
- Scheme code
- 119672
- Fund house
- Sundaram Mutual Fund
- Category
- Open Ended
- Type
- Income/Debt Oriented Schemes
- Sub-category
- Medium Duration Fund
- Plan
- Direct
- Return type
- IDCW
- ISIN (Growth)
- INF903J01PK4
- ISIN (Div. Reinvest)
- INF903J01PL2
- Tradable on exchange
- No