Sundaram Mutual Fund
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Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Direct Plan - GROWTH

Sundaram Mutual Fund · Medium Duration Fund · Direct · Growth2/5 ★

NAV · as of 11/09/2026

80.74

1D

-0.19%

1Y

+3.94%

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 - GROWTH

12/08/2026 to 11/09/2026

O - H - L -

81.0780.7112/08/202611/09/2026
1W-0.15%
1M-0.28%
3M+0.95%
6M+1.80%
1Y+3.94%
3Y+6.09%
5Y+4.91%
MAX+142.18%

Comparable peers

  • Aditya Birla Sun Life Medium Term Growth Direct Plan

    ABSL Medium Term (G) · ₹3.28 K Cr AUM

    1Y+9.49%
    3Y+10.70%
    -
  • ICICI Prudential Medium Term Growth Direct Plan

    ICICI Pru Medium Term (G) · ₹5.48 K Cr AUM

    1Y+7.98%
    3Y+8.56%
    -
  • Kotak Medium Term Growth Direct Plan

    Kotak Medium Term (G) · ₹1.92 K Cr AUM

    1Y+7.75%
    3Y+9.08%
    -
  • Nippon India Medium Term Growth Direct Plan

    Nippon India Medium Term (G) · ₹149.80 Cr AUM

    1Y+6.53%
    3Y+8.50%
    -
  • Sundaram Medium Duration Growth Direct Plan

    Sundaram Medium Duration (G) · ₹33.50 Cr AUM

    1Y+4.20%
    3Y+6.15%
    -

Investment objective

To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments

Scheme details

Scheme code
119675
Fund house
Sundaram Mutual Fund
Category
Open Ended
Type
Income/Debt Oriented Schemes
Sub-category
Medium Duration Fund
Plan
Direct
Return type
Growth
ISIN (Growth)
INF903J01PO6
ISIN (Div. Reinvest)
-
Tradable on exchange
No

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