Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout
Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout: Mutual Fund Overview
Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout is an Medium Duration mutual fund with over 28.26 years of performance history. The scheme manages an AUM of ₹35.08 Cr and has a NAV of ₹13.182. It is rated '1' stars by analysts. Investors can begin a SIP with as little as ₹250.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 4.21%.
Debt, Medium Duration, Principal at moderate risk
1 Year Return 4.21% at 24 Mar 2026 04:15 PM
Fund Details
NAV 13.182
Sub-Type Medium Duration
Rating 1
Min. SIP Amount ₹250.0
Fund Age(Year) 28.26
Fund Size(in Crores) 35.08
Fund Performance
1 Month -0.27%
3 Month 0.44%
6 Month 1.02%
1 Year 4.21%
3 Year 5.41%
5 Year 4.1%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (95.29%) Market Cap Large Cap 75.83 Small Cap 7.3 Mid Cap 12.15 Top Sectors Financial 32.49 Services 7.6 Technology 7.53 Construction 7.23 Energy 7.05 Consumer Staples 6.34 Capital Goods 6.29 Automobile 4.76 Materials 4.47 Healthcare 4.38 Communication 3.5 Metals & Mining 1.57 Consumer Discretionary 1.34 Chemicals 0.73 Top Holding Britannia Industries 1.57 Shree Cement 1.48 Amara Raja Energy & Mobility 0.49 Kirloskar Oil Engines 2.2 Reliance Industries 3.2 Globsyn Technologies 0 Hyundai Motor 0.56 Kotak Mahindra Bank 3.23 Marico 2.13 Godrej Properties 0.71 HDFC Bank 9.04 Lemon Tree Hotels 0.59 Apollo Hospitals Enterprise 2.38 NTPC 2.13 Tube Investments Of India 1.46 Jubilant FoodWorks 0.71 Dixon Technologies (India) 0.66 Cholamandalam Investment and Finance Company 1.44 Numero Uno International 0 Bharti Airtel 3.5 Intellect Design Arena 0.55 Whirlpool Of India 0.42 Medplus Health Services 0.17 ICICI Bank 7.1 Jyothy Labs 0.68 Eternal 2.88 Axis Bank 5.35 PI Industries 0.73 Cipla 0.89 Tata Capital 1.02 Eris Lifesciences 0.94 Prestige Estates Projects 0.62 Devyani International 0.33 TeamLease Services 0.21 HCL Technologies 3.17 Interglobe Aviation 1.39 Larsen & Toubro 5.9 PB Fintech 1.49 Mahindra & Mahindra 2.75 Kalyan Jewellers India 0.92 United Spirits 1.96 Grasim Industries 2.99 State Bank of India 5.31 Bharat Electronics 2.94 Infosys 3.81 Tata Steel 1.57 Tata Power Company 1.71
Debt & Others (4.710000000000001%) Sector Allocation Cash/Net Current Assets 4.48 Treasury Bills 0.23 Debt Credit Ratings Debt Category Others 4.48 Reserve Bank of India 0.23
Comparison with same funds
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - Growth Ret 1M -12.39% Ret 1Y -2.96% Ret 3Y 10.26% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE ELSS Tax Saver Nifty 50 Index Fund Regular - IDCW Ret 1M -12.39% Ret 1Y -2.96% Ret 3Y 10.26% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-Growth Ret 1M -11.93% Ret 1Y 0.28% Ret 3Y 12.9% Ret 5Y 7.23%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Ret 1M -11.93% Ret 1Y 0.28% Ret 3Y 12.9% Ret 5Y 7.23%
Equity, Flexi Cap funds Aditya Birla Sun Life ELSS Tax Saver Regular-IDCW Reinvestment Ret 1M -11.93% Ret 1Y 0.28% Ret 3Y 12.9% Ret 5Y 7.23%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-Growth Ret 1M -12.36% Ret 1Y -5.49% Ret 3Y 12.28% Ret 5Y 6.7%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Payout Ret 1M -12.36% Ret 1Y -5.49% Ret 3Y 12.28% Ret 5Y 6.7%
Equity, Flexi Cap funds Axis ELSS Tax Saver Fund-IDCW Reinvestment Ret 1M -12.36% Ret 1Y -5.49% Ret 3Y 12.28% Ret 5Y 6.7%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-Growth Ret 1M -11.67% Ret 1Y -4.26% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv ELSS Tax Saver Fund Regular-IDCW Ret 1M -11.67% Ret 1Y -4.26% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan ELSS Tax Saver Fund Regular-Growth Ret 1M -11.28% Ret 1Y -1.71% Ret 3Y 12.43% Ret 5Y 13.09%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.06%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Sandeep Agarwal
Education Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Dwijendra Srivastava
Education Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderate risk
AMC and Fund details
Rank (total sets) 12
Date of Incorporation 1997-12-18
Total AUM 76017.49
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout FAQs
How to invest in Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout?
Investing in Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout?
The term expense ratio for Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout is 2.06% as of 24 Mar 2026.
What is the NAV of Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout?
The NAV of Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout is ₹13.182 as of 24 Mar 2026.
What is the AUM of Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout?
The AUM (Assets Under Management) of Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout is ₹35.08 Cr as of 24 Mar 2026.
What is the PE and PB ratio of Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout?
The PE ratio of Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout?
Yes, you can invest in Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout in the last 5 years?
The return of Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout in the last 5 years is 4.1%.
What is the minimum SIP investment required in Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout?
The minimum SIP investment in Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout depends on the fund's scheme rules and usually starts at a small amount. For Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout, the minimum SIP amount is ₹250.0.
What is the current NAV of Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout?
The NAV of Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout, as of 24 Mar 2026, is ₹13.182.
Who manages the Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout?
The fund managers responsible for Sundaram Medium Duration Fund Regular-IDCW Quarterly Payout are:
- Sandeep Agarwal
- Dwijendra Srivastava