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Home Mf Research Sundaram Medium Term Fund Regular Plan Growth
SUNDARAM MUTUAL FUND

Mutual Fund Research

Sundaram Medium Term Fund - Regular Plan - Growth

SUNDARAM MUTUAL FUND Debt Debt Medium Duration

Fund Performance

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Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,003.77 +0.38%
Two Week 2026-10-19 ₹1,000.00 ₹1,001.81 +0.18%
One Month 2026-10-05 ₹1,000.00 ₹998.08 -0.19%
Three Months 2026-08-05 ₹3,000.00 ₹2,984.37 -0.52%
Six Months 2026-05-07 ₹6,000.00 ₹5,994.43 -0.09%
One Year 2025-11-03 ₹12,000.00 ₹12,098.75 +0.82%
Three Year 2023-11-06 ₹36,000.00 ₹38,100.31 +5.83%
Five Year 2021-11-08 ₹60,000.00 ₹66,897.00 +11.49%
Ten Year 2016-11-07 ₹120,000.00 ₹149,838.18 +24.87%
Since Inception 2000-01-03 ₹327,000.00 ₹765,030.28 +133.95%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Sovereign 47.72%
CRISIL AAA 24.35%
Other 9.21%
ICRA AAA 6.44%
ICRA AA+ 6.14%
ICRA AA 3.09%
IND AAA 3.05%

Top Holdings

Company-wise portfolio exposure

Cholamandalam Investment and Finance Company Ltd - 7.38% - 28/05/2027** 6.14%
Small Industries Development Bank of India - 7.42% - 12/03/2029** 6.11%
National Bank for Agriculture & Rural Development - 7.01% - 16/03/2029** 6.06%
REC LTD - 7.28% - 31/08/2029** 4.57%
Can Fin Homes Ltd - 8.09% - 04/01/2027** 3.09%
360 One Prime Ltd - 8.95% - 04/06/2027** 3.09%
Power Finance Corporation Ltd - 6.96% - 02/03/2028** 3.06%
HDB Financial Services Ltd - 7.4091% - 05/06/2028** 3.05%
PNB Housing Finance Ltd - 7.28% - 05/06/2028** 3.05%
REC LTD - 6.52% - 31/01/2028** 3.04%
BAJAJ HOUSING FINANCE LTD - 7.64% - 01/07/2030 1.51%
National Bank for Agriculture & Rural Development - 7.53% - 24/03/2028 0.31%
6.53% Tamil Nadu State Development Loan 06/01/2031 17.92%
6.48% Central Government Securities 06/10/2035 17.69%
6.36% Central Government Securities 16/02/2031 12.11%
TREPS 3.24%
Corporate Debt Market Development Fund - Class A2 0.42%
Cash and Other Net Current Assets^ 5.55%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
N/A
Return volatility
β
Beta
N/A
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
4.1 Years
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Moderate Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Aditya Birla Sun Life Medium Term Fund - Regular Plan - Growth 6.92% 9.61% 8.74%
ICICI Prudential Medium Term Fund - Regular Plan - Growth 5.23% 7.47% 7.39%
SBI Medium Term Fund - Regular Plan - Growth 4.86% 6.92% 7.65%
Axis Medium Term Fund - Regular Plan - Growth 4.63% 7.45% 7.82%
HDFC Medium Term Fund - Regular Plan - Growth 4.62% 6.97% 7.52%
Nippon India Medium Term Fund - Regular Plan - Growth 4.55% 7.66% 4.30%
Bandhan Medium Term Fund - Regular Plan - Growth 4.47% 6.72% 7.01%
DSP Medium Term Fund - Growth - (54Eb Benefit) - Regular Plan - Growth 4.40% 6.79% 7.10%
DSP Medium Term Fund - Growth - (54Ea Benefit) - Regular Plan - Growth 4.40% 6.79% 7.10%
Kotak Medium Term Fund - Regular Plan - Growth 4.24% 7.53% 7.29%

Returns are historical and do not guarantee future performance.

View All Debt Medium Duration Funds

Fund Family

Compare schemes from SUNDARAM MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Sundaram Global Brand Theme-Equity Active FOF - Regular Plan - Growth 16.72% 18.97% 8.06%
Sundaram Liquid Fund - Regular Plan - Growth 6.31% 6.74% 27.33%
Sundaram Arbitrage Fund - Regular Plan - Growth 6.26% 6.43% 5.95%
Sundaram Money Market Fund - Regular Plan - Growth 6.21% 7.06% 6.20%
Sundaram Overnight Fund - Regular Plan - Growth 5.13% 5.89% 5.12%
Sundaram Ultra Short Term Fund - Regular Plan - Growth 5.13% 5.90% 35.03%
Sundaram Ultra Short To Short Term Fund - Regular Plan - Growth 4.86% 6.40% 29.57%
Sundaram Short Term Fund - Regular Plan - Growth 4.25% 6.68% 5.99%
Sundaram Banking And PSU Debt Fund - Regular Plan - Growth 3.86% 6.67% 7.20%
Sundaram Corporate Bond Fund - Regular Plan - Growth 3.49% 6.57% 6.84%

Returns are historical and do not guarantee future performance.

View All SUNDARAM MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

Income and capital appreciation by investing in a portfolio comprising of fixed income securities with Macaulay Duration between 3 to 4 years

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
1.90%
Expense Ratio (Direct)
1.16%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty Medium Duration Debt Index A-III

Exit Load

Charges that may apply when you redeem units

N/A
Top AMC/Fund Houses
360 ONE Mutual Fund AMC logo
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AUM
₹13,053 Cr
Age
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Aditya Birla Sun Life Mutual Fund AMC logo
Aditya Birla Sun Life Mutual Fund
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₹4.36 Lakh Cr
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Helios Mutual Fund AMC logo
Helios Mutual Fund
AUM
₹9,401 Cr
Age
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Bandhan Mutual Fund AMC logo
Bandhan Mutual Fund
AUM
₹1.78+ Lakh Cr
Age
4 Years
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