Sundaram Medium Duration Fund Regular-IDCW Quarterly Reinvestment
Sundaram Medium Duration Fund Regular-IDCW Quarterly Reinvestment: Mutual Fund Overview
Sundaram Medium Duration Fund Regular-IDCW Quarterly Reinvestment 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 04:18 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 (0%) Market Cap Top Sectors Financial 12.27 Energy 7.78 Chemicals 2.65 Services 1.92 Diversified 1.83 Construction 1.35 Metals & Mining 1.23 Automobile 0.62 Top Holding
Debt & Others (100%) Sector Allocation Floating Rate Bond 2.86 Repo 9.07 Debenture 27.13 Debt Credit Ratings SOV 46.46 AAA 22.76 AA+ 15.73 Cash & Call Money 11.82 AA 2.86 Debt Category Small Industries 5.72 Cholamandalam Investment and Finance Company 5.69 GOI 25.44 HDB Financial Services 2.85
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-Growth Ret 1M -0.35% Ret 1Y 9.09% Ret 3Y 9.69% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Ret 1M -0.35% Ret 1Y 9.09% Ret 3Y 9.69% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Ret 1M -0.35% Ret 1Y 9.09% Ret 3Y 9.69% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Half Yearly Reinvestment Ret 1M -0.35% Ret 1Y 9.09% Ret 3Y 9.69% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Ret 1M -0.35% Ret 1Y 9.09% Ret 3Y 9.69% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Quarterly Reinvestment Ret 1M -0.35% Ret 1Y 9.09% Ret 3Y 9.69% Ret 5Y 11.82%
Equity, Flexi Cap funds Aditya Birla Sun Life Medium Term Plan Regular-IDCW Reinvestment Ret 1M -0.35% Ret 1Y 9.09% Ret 3Y 9.69% Ret 5Y 11.82%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Bonus Ret 1M -0.24% Ret 1Y 6.89% Ret 3Y 7.74% Ret 5Y 6.7%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-Growth Ret 1M -0.24% Ret 1Y 6.89% Ret 3Y 7.74% Ret 5Y 6.7%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Payout Ret 1M -0.24% Ret 1Y 6.89% Ret 3Y 7.74% Ret 5Y 6.7%
Equity, Flexi Cap funds Axis Strategic Bond Fund Regular-IDCW Half Yearly Reinvestment Ret 1M -0.24% Ret 1Y 6.89% Ret 3Y 7.74% Ret 5Y 6.7%
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 Reinvestment FAQs
How to invest in Sundaram Medium Duration Fund Regular-IDCW Quarterly Reinvestment?
Investing in Sundaram Medium Duration Fund Regular-IDCW Quarterly Reinvestment 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 Reinvestment 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 Reinvestment?
The term expense ratio for Sundaram Medium Duration Fund Regular-IDCW Quarterly Reinvestment 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 Reinvestment is 2.06% as of 24 Mar 2026.
What is the NAV of Sundaram Medium Duration Fund Regular-IDCW Quarterly Reinvestment?
The NAV of Sundaram Medium Duration Fund Regular-IDCW Quarterly Reinvestment is ₹13.182 as of 24 Mar 2026.
What is the AUM of Sundaram Medium Duration Fund Regular-IDCW Quarterly Reinvestment?
The AUM (Assets Under Management) of Sundaram Medium Duration Fund Regular-IDCW Quarterly Reinvestment 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 Reinvestment is ₹35.08 Cr as of 24 Mar 2026.
What is the PE and PB ratio of Sundaram Medium Duration Fund Regular-IDCW Quarterly Reinvestment?
The PE ratio of Sundaram Medium Duration Fund Regular-IDCW Quarterly Reinvestment 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 Reinvestment?
Yes, you can invest in Sundaram Medium Duration Fund Regular-IDCW Quarterly Reinvestment 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 Reinvestment in the last 5 years?
The return of Sundaram Medium Duration Fund Regular-IDCW Quarterly Reinvestment in the last 5 years is 4.1%.
What is the minimum SIP investment required in Sundaram Medium Duration Fund Regular-IDCW Quarterly Reinvestment?
The minimum SIP investment in Sundaram Medium Duration Fund Regular-IDCW Quarterly Reinvestment depends on the fund's scheme rules and usually starts at a small amount. For Sundaram Medium Duration Fund Regular-IDCW Quarterly Reinvestment, the minimum SIP amount is ₹250.0.
What is the current NAV of Sundaram Medium Duration Fund Regular-IDCW Quarterly Reinvestment?
The NAV of Sundaram Medium Duration Fund Regular-IDCW Quarterly Reinvestment, as of 24 Mar 2026, is ₹13.182.
Who manages the Sundaram Medium Duration Fund Regular-IDCW Quarterly Reinvestment?
The fund managers responsible for Sundaram Medium Duration Fund Regular-IDCW Quarterly Reinvestment are:
- Sandeep Agarwal
- Dwijendra Srivastava