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Sundaram Medium Duration Fund Direct growth
Fixed Income • Medium Duration • Direct growth
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Fixed Income
Medium Duration
Direct growth
Launched On
01 Jan 2013
12.7 years ago
Lock-in Period
No lock-in
NAV
as of 24 Sep 2025
₹77.84
+0.074% (0.10)
AUM
₹43 Cr
Expense ratio
1.09%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units sold anytime
As per tax slab
Exit Load
If units sold before 12M
1%
If units sold after 12M
0%
What's in this fund?
Credit Rating
Sectors
Holdings
Fund House
Sundaram
Inc: 31 Mar 1996 • Total AUM: ₹61,860 Cr • Rank #21Sundaram Mutual Fund, started in 1996, has Sundaram Finance Limited as its sponsors. The fund house is headed by Sunil Subramaniam as the CEO. As of 31 March 2024, it has an AUM of ₹70,065 Cr. The company has around 35 lakh clients.
Fund Managers
Dwijendra Srivastava
Experience: 15.16 yrs • Total AUM: 3,40,224 Cr
Sandeep Agarwal
Experience: 13.31 yrs • Total AUM: 3,03,205 Cr
Risk
Category risk
Moderate
As provided by the fund house document, this risk is specific to this fund category (Fixed Income). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.