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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000000
AUM (Fund size)
₹43 Cr
Lock In Period
N/A
Expense Ratio
2.06
Benchmark
NIFTY Medium Duration Debt Index A-III
Exit Load
If units purchased or switched in from another scheme of the Fund are redeemed or switched out before 12 months: exit load is 1% of the applicable NAV. If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 12 months: Nil.
Summary
Latest details for Sundaram Medium Duration Fund - Institutional Plan Growth include a ₹75.2476 NAV as of Jan 07,2025 and returns since inception of 13.05%. Minimum investments start at SIP ₹0. The Sundaram Medium Duration Fund - Institutional Plan Growth AUM is ₹43 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 - If units purchased or switched in from another scheme of the Fund are redeemed or switched out before 12 months: exit load is 1% of the applicable NAV. If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 12 months: Nil.. In the growth review for 1M Month/Year, the fund recorded 0.36% returns, against a category average of -0.21% and a category best of 298.31%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.36 | -0.21 | 298.31 |
| 6M | 3.29 | 2.01 | 316.78 |
| 1Y | 6.47 | 6.55 | 340.09 |
| 3Y | 4.17 | 14.48 | 39.54 |
Portfolio Analysis
- Equity:
- Debt: 99.71%
- Others
As on: 2025-03-15
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About Fund
Sundaram Medium Duration Fund - Institutional Plan Growth managed by Sundaram Mutual Fund,is a Medium Duration Fundsscheme with Assets Under Management of ₹43 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 FundAditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Growth | 0 | 0 CR | 1.57 |
| This FundSundaram Medium Duration Fund - Institutional Plan Growth | 0 | 43.15 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 FundAditya Birla Sun Life Medium Term Plan - Segregated Portfolio 1 Growth | -59.0152 | 0 |
| This FundSundaram Medium Duration Fund - Institutional Plan Growth | 6.27 | 12.6846 |
| 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 - Institutional Plan 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 - Institutional Plan Growth is 2.06. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Medium Duration Fund - Institutional Plan Growth’s fund performance is as follows:
- 1 Month : 0.36%
- 6 Months : 3.29%
- 1 Year : 6.47%
- 3 Years : 4.17%
You can invest in Sundaram Medium Duration Fund - Institutional Plan 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 - Institutional Plan Growth is ₹43 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Medium Duration Fund - Institutional Plan 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