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Sundaram Medium Duration Fund - Appreciation Growth Return

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

Sundaram Medium Duration Fund - Appreciation Growth Fund Overview

Min. investment

SIP ₹250 & Lump. ₹5000

AUM (Fund size)

₹34 Cr

Lock In Period

N/A

Expense Ratio

1.86

Exit Load

Nil

Benchmark

NIFTY Medium Duration Debt Index A-III

Summary

Sundaram Medium Duration Fund - Appreciation Growth NAV is ₹70.4921 as of 2 Jun, 2026. Sundaram Medium Duration Fund - Appreciation Growth has delivered 15.05% returns since its launch. The minimum SIP investment amount in Sundaram Medium Duration Fund - Appreciation Growth is ₹250. The AUM of Sundaram Medium Duration Fund - Appreciation Growth is ₹34 Cr. The expense ratio of the fund is 1.86%, and its benchmark is NIFTY Medium Duration Debt Index A-III. The current exit load of the fund is Nil. In the last 1M months, Sundaram Medium Duration Fund - Appreciation Growth has delivered -0.05% returns.

Sundaram Medium Duration Fund - Appreciation Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.05-0.54298.31
6M0.280.73316.78
1Y1.723.49340.09
3Y4.7811.0639.54

Portfolio Analysis

  • Equity:
  • Debt: 99.62%
  • Others
As on: 2026-05-15
View allocation % by

1. 6.48% Central Government Securities 06/10/203526.71%
2. TREPS8.12%
3. Cholamandalam Investment and Finance Company Ltd - 7.38% - 28/05/20275.80%
4. Small Industries Development Bank of India - 7.22% - 10/04/20295.76%
5. National Bank for Agriculture & Rural Development - 7.01% - 16/03/20295.75%
6. Power Finance Corporation Ltd - 6.61% - 15/07/20285.73%
7. Muthoot Finance Ltd - 8.65% - 31/01/20284.40%
8. Can Fin Homes Ltd - 8.09% - 04/01/20272.93%
9. Can Fin Homes Ltd - 8.45% - 27/05/20262.93%
10. Godrej Industries Ltd - 8.36% - 28/08/20262.93%
11. 360 One Prime Ltd - 8.95% - 04/06/20272.93%
12. HDB Financial Services Ltd - 7.4091% - 05/06/20282.89%
13. PNB Housing Finance Ltd - 7.28% - 05/06/20282.88%
14. REC LTD - 6.52% - 31/01/20282.87%
15. Cash and Other Net Current Assets2.43%

1. 7.00% Tamil Nadu State Government Securities - 12/03/202914.56%

About Fund Sundaram Medium Duration Fund - Appreciation Growth

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 1.86. 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
Sundaram Medium Duration Fund - Institutional Plan Growth043.15 CR1.86
Sundaram Medium Duration Fund - Appreciation Growth033.56 CR1.86
Aditya Birla Sun Life Medium Term Plan Growth53113.16 CR1.56
Aditya 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 FundSundaram Medium Duration Fund - Appreciation Growth1.715615.0485
This FundAditya Birla Sun Life Medium Term Plan Growth7.027830.7049
This FundAditya Birla Sun Life Medium Term Plan - Institutional Plan Growth10.566337.0187

Sundaram Medium Duration Fund - Appreciation Growth 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 1.86. 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 : -0.05%
  • 6 Months : 0.28%
  • 1 Year : 1.72%
  • 3 Years : 4.78%
Returns of Sundaram Medium Duration Fund - Appreciation Growth are updated daily based on NAV of ₹ 70.4921 as on May 29,2026. Since inception, the return has been 15.05%.

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.