Sundaram Medium Duration Growth Direct Plan
SIP amount
Min. ₹250
Lumpsum amount
Min. ₹5,000

Sundaram Medium Duration Growth Direct Plan

NAV
₹70.8528
-0.05%
(29 May)
AUM
44 Cr
TER
1.25%
Risk
Moderate Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+8.2%
+7.9%
+7.2%
+6.8%
+5.6%
3Y
+6.5%
+6.6%
+13.0%
+9.8%
+4.2%
5Y
+6.9%
+7.4%
+9.5%
+0.2%
+5.2%
ALL
+8.3%
+8.6%
+9.4%
+4.3%
+6.8%
VOL
2.1%
2.7%
4.0%
2.5%
3.2%
TER
0.7%
0.3%
0.8%
0.5%
1.3%
AUM
₹1,740 Cr
₹1,934 Cr
₹1,861 Cr
₹119 Cr
₹44 Cr
INFO
4.05
3.19
2.35
1.72
2.17
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Medium Duration (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
7.18% Govt Stock 2033
34.4%
5.74% Govt Stock 2026
33.3%
5.15% Govt Stock 2025
11.2%
Treps
9.2%
Tamil Nadu (Government of) 7.44%
5.3%
Bharti Telecom Limited - NCD & Bonds
2.3%
Godrej Industries 8.36% - NCD & Bonds
2.3%
Cash And Other Net Current Assets^
1.9%
Corporate Debt Market Development Fund - Class A2
0.3%
Other information
Minimum SIP
₹250
Minimum lumpsum
₹5,000
Additional lumpsum
₹500
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments
Fund manager(s)
Dwijendra Srivastava
Sandeep Agarwal

FAQs