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  • Sundaram Medium Duration Fund - Appreciation Growth

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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹250 & Lump. ₹5000

AUM (Fund size)

₹34 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 ₹70.5166 NAV as of Apr 17,2026 and returns since inception of 16.48%. Minimum investments start at SIP ₹250. The Sundaram Medium Duration Fund - Appreciation Growth AUM is ₹34 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 -0.06% returns, against a category average of 1.54% and a category best of 298.31%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.061.54298.31
6M0.931.73316.78
1Y2.996.33340.09
3Y5.2216.7939.54

Portfolio Analysis

  • Equity:
  • Debt: 98.04%
  • Others
As on: 2026-03-31
View allocation % by

1. 6.48% Central Government Securities 06/10/203519.86%
2. Cholamandalam Investment and Finance Company Ltd - 7.38% - 28/05/20275.84%
3. National Bank for Agriculture & Rural Development - 7.01% - 16/03/20295.81%
4. 6.79% Central Government Securities 07/10/20345.79%
5. Power Finance Corporation Ltd - 6.61% - 15/07/20285.78%
6. TREPS5.18%
7. Muthoot Finance Ltd - 8.65% - 31/01/20284.44%
8. Can Fin Homes Ltd - 8.09% - 04/01/20272.95%
9. Can Fin Homes Ltd - 8.45% - 27/05/20262.95%
10. Godrej Industries Ltd - 8.36% - 28/08/20262.95%
11. 360 One Prime Ltd - 8.95% - 04/06/20272.94%
12. Small Industries Development Bank of India - 7.22% - 10/04/20292.92%
13. HDB Financial Services Ltd - 7.4091% - 05/06/20282.92%
14. PNB Housing Finance Ltd - 7.28% - 05/06/20282.92%
15. REC LTD - 6.52% - 31/01/20282.90%
16. Corporate Debt Market Development Fund - Class A20.39%

1. 7.00% Tamil Nadu State Government Securities - 12/03/202914.78%
2. 7.44% Tamil Nadu State Government Securities -20/03/20346.72%

About Fund

Sundaram Medium Duration Fund - Appreciation 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 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.

Fund Managers

Dwijendra Srivastava

Mr. Dwijendra holds Chartered Financial Analyst from CFA Institute, USA. He is also a Textile Engineer with Post Graduate Diploma in Finance. He was associated with Deutsche Asset Management (India) Ltd., as Vice President and Fund Manager since 2007, spearheading debt schemes. He was also involved in new product development. Before that he was with JM and Tata Asset Management Company Private Ltd., as fund manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundSundaram Medium Duration Fund - Institutional Plan Growth043.15 CR2.06
This FundFranklin India Income Opportunities Fund Growth09.58 CR1.76
This FundSundaram Medium Duration Fund - Appreciation Growth033.94 CR2.06
This FundAditya Birla Sun Life Medium Term Plan Growth53078.17 CR1.56
This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth01626.19 CR1.68
Fund Name1Y3Y
This FundSundaram Medium Duration Fund - Institutional Plan Growth6.2712.6846
This FundFranklin India Income Opportunities Fund Growth15.593215.1639
This FundSundaram Medium Duration Fund - Appreciation Growth2.994916.4846
This FundAditya Birla Sun Life Medium Term Plan Growth8.664832.3388
This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth10.566337.0187

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 : -0.06%
  • 6 Months : 0.93%
  • 1 Year : 2.99%
  • 3 Years : 5.22%
Returns of Sundaram Medium Duration Fund - Appreciation Growth are updated daily based on NAV of ₹ 70.5166 as on Apr 17,2026. Since inception, the return has been 16.48%.

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 ₹34 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