16469
18076
Sundaram Medium Duration Fund - Direct (G)
6.21
4.07
5.14
0.29
1.53
2.22
2.18
6.75
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/sundaram-mf_1.png
4
1.28
5.14
Sundaram Medium Duration Fund - Direct (G)
1.23
4.2
1.19
3.5
5 Years
Sundaram Medium Duration Fund - Direct (G)
Invest in Mutual Funds at 0 Transaction cost
-
NAV
80.52
01 Jul 2026
-
-0.02%
1 Day
-
6.21%
3Y CAGR returns
Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only.
Returns may differ due to expense ratio differences.
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-
₹ 250
Min SIP -
₹ 5000
Min Lumpsum -
1.17%
Expense Ratio -
35 Cr
Fund Size -
13 Years
Fund Age
Returns and Ranks ( as on 01 Jul 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 4.07%
- 6.21%
- 5.14%
- 6.75
- -0.06Alpha
- 0.42SD
- 0.06Beta
- 0.02Sharpe
- Exit Load
- Nil
- Tax implication
- Returns are taxed as per your Income Tax slab.
To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments.
Low
Low to
moderate Moderate Moderately
High High Very
High
moderate Moderate Moderately
High High Very
High
- Address :
- Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
-
- Contact :
- +91044-2858 3362/3367
-
- Email ID :
- customerservices@sundarammutual.com
Other Calculators
FAQs
Sundaram Medium Duration Fund - Direct (G) has delivered 6.84% since inception
The NAV of Sundaram Medium Duration Fund - Direct (G) is ₹71.4778 as of 01 Jul 2026
The expense ratio of Sundaram Medium Duration Fund - Direct (G) is 1.17 % as of 01 Jul 2026
The AUM of Sundaram Medium Duration Fund - Direct (G) 43.8 CR as of 01 Jul 2026
The minimum SIP amount of Sundaram Medium Duration Fund - Direct (G) is 250
The top stock holdings of Sundaram Medium Duration Fund - Direct (G) are
- GSEC2035 6.48 - 26.73%
- Tamil Nadu 2029 - 14.53%
- TREPS - 12.25%
- S I D B I - 5.76%
- Cholaman.Inv.&Fn - 5.75%
The top sectors Sundaram Medium Duration Fund - Direct (G) has invested in are
- - 0%