Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹250 & Lump. ₹5000
AUM (Fund size)
₹35 Cr
Lock In Period
N/A
Expense Ratio
2.06
Benchmark
NIFTY Medium Duration Debt Index A-III
Exit Load
Nil
Summary
Latest details for Sundaram Medium Duration Fund - Appreciation Growth include a ₹70.6599 NAV as of Mar 02,2026 and returns since inception of 18.64%. Minimum investments start at SIP ₹250. The Sundaram Medium Duration Fund - Appreciation Growth AUM is ₹35 Cr, with a lock-in of N/A years, expense ratio of 2.06%, and benchmark NIFTY Medium Duration Debt Index A-III. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.69% returns, against a category average of -0.21% and a category best of 298.31%.
Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.69 | -0.21 | 298.31 |
| 6M | 2.18 | 2.01 | 316.78 |
| 1Y | 5.35 | 6.55 | 340.09 |
| 3Y | 5.86 | 14.48 | 39.54 |
Portfolio Analysis
- Equity:
- Debt: 96.93%
- Others
As on: 2026-02-15
View allocation % by
About Fund
Sundaram Medium Duration Fund - Appreciation Growth managed by Sundaram Mutual Fund,is a Medium Duration Fundsscheme with Assets Under Management of ₹35 Crore. The fund benchmarks its performance against the NIFTY Medium Duration Debt Index A-III while maintaining an expense ratio of 2.06. Under the expert guidance of Dwijendra Srivastava ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSundaram Medium Duration Fund - Appreciation Growth | 0 | 35.05 CR | 2.06 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 5 | 3027.15 CR | 1.56 |
| This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth | 5 | 1626.19 CR | 1.68 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSundaram Medium Duration Fund - Appreciation Growth | 5.3534 | 18.6379 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 10.3926 | 33.4126 |
| This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth | 10.5663 | 37.0187 |
FAQs
Sundaram Medium Duration Fund - Appreciation Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sundaram Medium Duration Fund - Appreciation Growth is 2.06. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Medium Duration Fund - Appreciation Growth’s fund performance is as follows:
- 1 Month : 0.69%
- 6 Months : 2.18%
- 1 Year : 5.35%
- 3 Years : 5.86%
You can invest in Sundaram Medium Duration Fund - Appreciation Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sundaram Medium Duration Fund - Appreciation Growth is ₹35 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Medium Duration Fund - Appreciation Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500