Return
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- 6M
- 1Y
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- 5Y
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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 ₹70.3497 NAV as of Mar 23,2026 and returns since inception of 17.16%. 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 -0.28% returns, against a category average of -1.88% and a category best of 298.31%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.28 | -1.88 | 298.31 |
| 6M | 1.02 | 0.68 | 316.78 |
| 1Y | 4.24 | 3.69 | 340.09 |
| 3Y | 5.42 | 11.76 | 39.54 |
Portfolio Analysis
- Equity:
- Debt: 97.26%
- Others
As on: 2026-02-28
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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 FundFranklin India Income Opportunities Fund Growth | 0 | 9.58 CR | 1.76 |
| This FundBaroda BNP Paribas Medium Duration Fund Growth | 0 | 28.33 CR | 0.97 |
| This FundSundaram Medium Duration Fund - Appreciation Growth | 0 | 34.55 CR | 2.06 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 5 | 3085.17 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 FundFranklin India Income Opportunities Fund Growth | 15.5932 | 15.1639 |
| This FundBaroda BNP Paribas Medium Duration Fund Growth | 7.429 | 16.7909 |
| This FundSundaram Medium Duration Fund - Appreciation Growth | 4.2405 | 17.1597 |
| This FundAditya Birla Sun Life Medium Term Plan Growth | 9.1455 | 32.0379 |
| 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 : -0.28%
- 6 Months : 1.02%
- 1 Year : 4.24%
- 3 Years : 5.42%
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