Sundaram Medium Term Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Sundaram Medium Term Fund Growth Fund Overview

Min. investment

SIP ₹250 & Lump. ₹5000

AUM (Fund size)

₹34 Cr

Lock In Period

N/A

Expense Ratio

1.9

Exit Load

Nil

Benchmark

NIFTY Medium Duration Debt Index A-III

Sundaram Medium Term Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.05-1.15297.89
6M1.751.79316.34
1Y3.413.30339.71
3Y5.2610.2337.02

Portfolio Analysis

  • Equity:
  • Debt: 99.61%
  • Others
As on: 2026-08-15
View allocation % by

1. 6.48% Central Government Securities 06/10/203527.77%
2. 6.36% Central Government Securities 16/02/203114.88%
3. Small Industries Development Bank of India - 7.42% - 12/03/20295.96%
4. Cholamandalam Investment and Finance Company Ltd - 7.38% - 28/05/20275.93%
5. National Bank for Agriculture & Rural Development - 7.01% - 16/03/20295.90%
6. Power Finance Corporation Ltd - 6.61% - 15/07/20285.88%
7. Muthoot Finance Ltd - 8.65% - 31/01/20284.47%
8. REC LTD - 7.28% - 31/08/20294.46%
9. TREPS3.64%
10. Can Fin Homes Ltd - 8.09% - 04/01/20272.98%
11. 360 One Prime Ltd - 8.95% - 04/06/20272.98%
12. Godrej Industries Ltd - 8.36% - 28/08/20262.98%
13. PNB Housing Finance Ltd - 7.28% - 05/06/20282.96%
14. HDB Financial Services Ltd - 7.4091% - 05/06/20282.96%
15. REC LTD - 6.52% - 31/01/20282.95%
16. Cash and Other Net Current Assets2.61%
17. National Bank for Agriculture & Rural Development - 7.53% - 24/03/20280.30%
No Data Found
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About Fund Sundaram Medium Term Fund Growth

Sundaram Medium Term Fund Growth managed by Sundaram Mutual Fund,is a Medium Duration Fundsscheme with Assets Under Management of ₹34 Crore. The fund benchmarks its performance against the NIFTY Medium Duration Debt Index A-III while maintaining an expense ratio of 1.9. Under the expert guidance of Kumaresh Ramakrishnan ,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.

Fund Managers

Kumaresh Ramakrishnan

Mr. Kumaresh did his Engineering from Mumbai University and MBA from NMIMS (Mumbai). He has work experience of more than 13 years in Indian Fixed Income Markets. Prior to this, he has worked with Society General (SG) as Senior Credit Analyst and also as Senior Rating Analyst with Credit Analysis & Research Ltd.(CARE).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Sundaram Medium Term Fund - Institutional Plan Growth043 CR1.9
Franklin India Income Opportunities Fund Growth09 CR1.76
Sundaram Medium Term Fund Growth033 CR1.9
Aditya Birla Sun Life Medium Term Fund Growth53,323 CR1.55
Aditya Birla Sun Life Medium Term Fund - Institutional Plan Growth01,626 CR1.68
Fund Name1Y3Y
This FundSundaram Medium Term Fund - Institutional Plan Growth6.2712.6846
This FundFranklin India Income Opportunities Fund Growth15.593215.1639
This FundSundaram Medium Term Fund Growth3.411116.6275
This FundAditya Birla Sun Life Medium Term Fund Growth8.67832.7238
This FundAditya Birla Sun Life Medium Term Fund - Institutional Plan Growth10.566337.0187

Sundaram Medium Term Fund Growth FAQs

Sundaram Medium Term Fund 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 Term Fund Growth is 1.9. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Medium Term Fund Growth’s fund performance is as follows:
  • 1 Month : -0.05%
  • 6 Months : 1.75%
  • 1 Year : 3.41%
  • 3 Years : 5.26%
Returns of Sundaram Medium Term Fund Growth are updated daily based on NAV of ₹ 71.7973 as on Sep 09,2026. Since inception, the return has been 16.63%.

You can invest in Sundaram Medium Term Fund 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 Term Fund Growth is ₹34 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Medium Term Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.