Sundaram Medium Duration Fund Regular-IDCW Half Yearly Reinvestment

Fund Details

NAV 13.5927

Sub-Type Medium Duration

Rating 1

Min. SIP Amount ₹250.0

Fund Age(Year) 22.39

Fund Size(in Crores) 43.25

Fund Performance

1 Month -0.17%

3 Month 2.21%

6 Month 4.16%

1 Year 7.4%

3 Year 6.05%

5 Year 4.16%

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 (98.66%) Market Cap Large Cap 24.19 Mid Cap 61.5 Small Cap 12.97 Top Sectors Financial 22.16 Services 14.14 Healthcare 11.18 Automobile 10.94 Capital Goods 10.02 Energy 6.76 Consumer Discretionary 4.41 Consumer Staples 4.35 Materials 3.07 Metals & Mining 2.47 Technology 2.34 Communication 2.07 Chemicals 1.62 Construction 1.18 Insurance 1.17 Textiles 0.7 Unclassified 0.08 Top Holding Hindustan Petroleum Corporation 0.86 Fortis Healthcare 2.9 Sanofi India 0.2 Coromandel International 0.61 Gujarat Fluorochemicals 0.48 Gland Pharma 1.16 Persistent Systems 1.77 Devyani International 0.51 Tata Communications 0.21 Crompton Greaves Con. Electricals 0.35 Indraprastha Gas 0.27 Hindustan Aero 0.49 NTPC Green Energy 1.5 Deepak Nitrite 0.21 Bharat Electronics 1.01 BSE 3.26 LG Electronics India 0.47 Page Industries 0.7 Balkrishna Industries 0.6 Jubilant FoodWorks 0.79 APL Apollo Tubes 1.47 Bharat Forge 2.37 Union Bank of India 1.01 Lupin 1.34 HDFC AMC 0.89 Endurance Technologies 0.79 HDB Financial Services 1.13 Prudent Corporate Advisory Services 0.4 Cummins India 1.45 Glaxosmithkline Pharma 0.33 Vishal Mega Mart 0.93 Astral 0.76 Prestige Estates Projects 1.18 Tube Investments Of India 1.57 Max Financial Services 2.1 REC 0.8 The Indian Hotels Company 0.91 Blue Star 0.8 Torrent Power 1.25 ITC Hotels 0.56 Swiggy 0.48 Sundaram Finance 1.22 ZF Commercial 1.17 Schaeffler India 0.89 CG Power 0.84 Info Edge (India) 1.08 Bank of India 0.58 Samvardhana Motherson 1.58 Sundram Fasteners 0.32 AU Small Finance Bank 2.4 Apar Industries 0.22 Cholamandalam Financial 1.98 Dixon Technologies (India) 1.08 ICICI Prudential Asset Management Company 0.08 Varun Beverages 1.54 Power Fin. Corp. 2.09 3M India 0.51 Voltas 2.45 Indus Towers 1.86 Dalmia Bharat 0.82 Colgate-Palmolive (India) 0.67 Mphasis 0.57 ICICI Lombard Gen. Insurance 1.17 Bharat Heavy Electricals 1.26 Mankind Pharma 0.76 Trent 0.71 Hyundai Motor 0.75 NLC India 0.95 United Breweries 0.75 MTAR Technologies 0.49 Gujarat Gas 0.71 Bayer CropScience 0.32 Eternal 1.06 Interglobe Aviation 0.66 Ipca Laboratories 1.08 FSN E-Commerce Ventures 1.01 Mahindra & Mahindra Financial Services 0.89 GE Vernova T&D 1.68 Alkem Laboratories 1.49 Angel One 0.73 Bata India 0.34 Sanofi Consumer Healthcare India 0.36 Radico Khaitan 0.66 Restaurant King 0.22 JK Cement 0.39 Indian Bank 1.8 Supreme Industries 1.1 One97 Communications 1.37 Indusind Bank 0.37 Timken India 0.51 NMDC 0.42 Globsyn Technologies 0 NTPC 1.22 Ashok Leyland 2.11 The Federal Bank 2.8 Max Healthcare Institute 1.56 ICICI Bank 0.97 Carborundum Universal 0.58 Container Corporation Of India 0.59

Debt & Others (1.34%) Sector Allocation Repo 1.29 Margin Money 0.01 Net Current Assets 0.04 Debt Credit Ratings Debt Category Others 1.34

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -11.54% Ret 1Y -1.52% Ret 3Y 17.19% Ret 5Y 14.71%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -11.54% Ret 1Y -1.52% Ret 3Y 17.19% Ret 5Y 14.71%

Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -11.54% Ret 1Y -1.52% Ret 3Y 17.19% Ret 5Y 14.71%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -11.18% Ret 1Y 0.86% Ret 3Y 19.53% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -11.18% Ret 1Y 0.86% Ret 3Y 19.53% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -11.18% Ret 1Y 0.86% Ret 3Y 19.53% Ret 5Y 0%

Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -9.96% Ret 1Y 1.28% Ret 3Y 17.23% Ret 5Y 13.48%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -9.96% Ret 1Y 1.28% Ret 3Y 17.23% Ret 5Y 13.48%

Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -9.96% Ret 1Y 1.28% Ret 3Y 17.23% Ret 5Y 13.48%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -10.6% Ret 1Y 2.11% Ret 3Y 20.51% Ret 5Y 0%

Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -10.6% Ret 1Y 2.11% Ret 3Y 20.51% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.13%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

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.

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.

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) 13

Date of Incorporation 2003-11-03

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.