16469
18076
Sundaram Medium Term Fund - Direct (G)
6.14
4.32
4.94
0.14
0.13
1.83
1.99
6.69
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/sundaram-mf_1.png
4
1.27
4.94
Sundaram Medium Term Fund - Direct (G)
1.27
4.94
1.19
3.5
5 Years
Sundaram Medium Term Fund - Direct (G)
-
NAV
80.86
04 Sep 2026
-
0.07%
1 Day
-
6.14%
3Y CAGR returns
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-
₹ 250
Min SIP -
₹ 5000
Min Lumpsum -
1.17%
Expense Ratio -
34 Cr
Fund Size -
13 Years
Fund Age
SIP Calculator
₹
₹
Yr
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
₹
Yr
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
Returns and Ranks ( as on 04 Sep 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 4.32%
- 6.14%
- 4.94%
- 6.69
- 0.59Alpha
- 0.46SD
- 0.07Beta
- 0.43Sharpe
- 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
- Fund Name
-
- Debt
- Medium Term Fund
- Fund Size (Cr.) - ₹ 3,319
-
- Debt
- Medium Term Fund
- Fund Size (Cr.) - ₹ 1,926
-
- Debt
- Medium Term Fund
- Fund Size (Cr.) - ₹ 5,419
-
- Debt
- Medium Term Fund
- Fund Size (Cr.) - ₹ 147
-
- Debt
- Medium Term Fund
- Fund Size (Cr.) - ₹ 2,112
18076
- Fund Name
-
- Equity
- Mid Cap Fund
- AUM - ₹ 14,504
-
- Other
- FoFs Overseas
- AUM - ₹ 170
-
- Equity
- Small Cap Fund
- AUM - ₹ 3,922
-
- Equity
- Thematic Fund
- AUM - ₹ 979
-
- Equity
- Large & Mid Cap Fund
- AUM - ₹ 7,222
- Address :
- Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
-
- Contact :
- +91044-2858 3362/3367
-
- Email ID :
- customerservices@sundarammutual.com
Mutual Fund by Category
Large Cap
- Fund Name
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,931
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,260
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 3,591
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 2,145
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 223
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
Dividend Yield
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Frequently Asked Questions
Sundaram Medium Term Fund - Direct (G) has delivered 6.84% since inception
The NAV of Sundaram Medium Term Fund - Direct (G) is ₹71.4778 as of 04 Sep 2026
The expense ratio of Sundaram Medium Term Fund - Direct (G) is 1.17 % as of 04 Sep 2026
The AUM of Sundaram Medium Term Fund - Direct (G) 43.8 CR as of 04 Sep 2026
The minimum SIP amount of Sundaram Medium Term Fund - Direct (G) is 250
The top stock holdings of Sundaram Medium Term Fund - Direct (G) are
- GSEC2035 6.48 - 27.77%
- GSEC2031 - 14.88%
- S I D B I - 5.96%
- Cholaman.Inv.&Fn - 5.93%
- N A B A R D - 5.90%
The top sectors Sundaram Medium Term Fund - Direct (G) has invested in are
- - 0%