Sundaram Medium Duration Fund Direct-IDCW Half Yearly Payout
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Debt, Medium Duration, Principal at moderate risk
1 Year Return 8.34% at 22 Dec 2025 06:27 PM
Fund Details
NAV 0
Sub-Type Medium Duration
Rating Not Rated
Min. SIP Amount ₹0
Fund Age(Year) 12.97
Fund Size(in Crores) 43.25
Fund Performance
1 Month -0.11%
3 Month 2.44%
6 Month 4.61%
1 Year 8.34%
3 Year 7.0%
5 Year 5.12%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (94.66%) Market Cap Large Cap 17.34 Small Cap 30.68 Mid Cap 46.64 Top Sectors Energy 14.45 Construction 13.33 Healthcare 12.51 Communication 8.62 Financial 5.86 Services 5.64 Metals & Mining 5.36 Consumer Staples 5.14 Chemicals 3.42 Technology 2.47 Automobile 1.55 Insurance 1.06 Top Holding Tata Power Company 2.18 Indian Railway Catering & Tourism 1.36 JSW Infrastructure 2.14 IRB Infra Dev 6.57 Life Insurance 1.06 Escorts Kubota 1.55 United Breweries 1.51 GMR Airports 5.89 SBI Cards 2.99 Lloyds Metals & Energy 5.36 Nifty MidCap Select Index 15.25 Anthem Biosciences 2.43 Aurobindo Pharma 10.08 Linde India 3.42 Reliance Industries 5.79 Premier Energies 6.47 Godrej Properties 0.88 LIC Housing Fin. 2.87 Oracle Financial Services Software 2.47 ITC 2.42 AWL Agri Business 1.21 PB Fintech 2.14 Tata Communications 8.62
Debt & Others (5.34%) Sector Allocation Net Payables -19.67 Treasury Bills 3.29 Repo 21.72 Debt Credit Ratings Debt Category Reserve Bank of India 3.29 Others 2.05
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-Growth Ret 1M -0.68% Ret 1Y 14.51% Ret 3Y 14.95% Ret 5Y 15.33%
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-IDCW Ret 1M -0.68% Ret 1Y 14.51% Ret 3Y 14.95% Ret 5Y 15.33%
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-IDCW Reinvestment Ret 1M -0.68% Ret 1Y 14.51% Ret 3Y 14.95% Ret 5Y 15.33%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-Growth Ret 1M -0.33% Ret 1Y 14.35% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-IDCW Payout Ret 1M -0.33% Ret 1Y 14.35% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-IDCW Reinvestment Ret 1M -0.33% Ret 1Y 14.35% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-IDCW Payout Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-IDCW Reinvestment Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Financial Services Fund Regular-Growth Ret 1M -0.61% Ret 1Y 9.47% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Financial Services Fund Regular-IDCW Ret 1M -0.61% Ret 1Y 9.47% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.39%
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) 13
Date of Incorporation 2013-01-02
Total AUM 2025-11-30
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.
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