Sundaram Medium Duration Fund
2Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹81.07
Total Expense Ratio
1.17%
Base Expense Ratio
NA
Min SIP
₹250
Fund Size
₹34Cr
Min Investment
₹5.00K
Lock In
NA
Scheme Information Document
Exit load: 1% on or before 12M, Nil after 12M
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
-0.04%
Beta
0.53
Sharpe Ratio
-0.054251
Risk
6.35%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(4.57)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- UTI Medium Duration Fund
- Nippon India Medium Duration Fund
- Axis Strategic Bond Fund
- Invesco India Medium Duration Fund
- Aditya Birla Sun Life Medium Term Plan
- Kotak Medium Term Fund
- Bandhan Medium Duration Fund
- Sundaram Medium Duration Fund
- HDFC Medium Term Debt Fund
- SBI Medium Duration Fund
- HSBC Medium Duration Fund
- ICICI Prudential Medium Term Bond Fund
- DSP Bond Fund
Sandeep Agarwal
Sundaram Mutual FundTotal assets under management
₹68.69L Crores
Date of incorporation
26 Feb 1996
Sundaram Medium Duration Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Sundaram Medium Duration Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Sundaram Medium Duration Fund has an AUM of ₹33.50 Cr as on 8/13/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 7.54%. The risk is Moderate against the category average of 24.36.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on debt funds: Debt funds are those schemes that invest at least 65% of their corpus in SEBI-regulated debt instruments.
For investments made after April 1, 2023, capital gains from debt funds are added to individual’s income and taxed at the relevant slab rate, irrespective of holding period.
Ans. There is no lock-in period applicable on Sundaram Medium Duration Fund.
Ans. The expense ratio of Sundaram Medium Duration Fund is 1.17%.