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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹250 & Lump. ₹5000
AUM (Fund size)
₹42 Cr
Lock In Period
N/A
Expense Ratio
2.13
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.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2025-04-30
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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 ₹42 Crore. The fund benchmarks its performance against the NIFTY Medium Duration Debt Index A-III while maintaining an expense ratio of 2.13. 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
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 2.13. 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 : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
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 ₹42 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