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Sundaram Medium Duration Fund - (IDCW-Q)

Medium Duration Fund • OPEN
NAV as of Apr 29, 2026
₹63.04
1 day change
Returns since inception
6.68%
CAGR
AUM (Fund size)
₹34 Cr
NAV: ₹ 63.04
as on Apr 29, 2026
Sundaram Medium Duration Fund - (IDCW-Q)

Sundaram Medium Duration Fund - (IDCW-Q) Overview

AUM (Fund size) ₹ 34 Cr
Expense ratio 2.06 %
Exit load Nil
Plan type Regular Fund
Risk Moderate
Lock-in Period Nil
Benchmark NIFTY Medium Duration Debt Index A-III
Min. investment SIP: ₹250    Lumpsum: ₹5,000
Age 28 yrs 6 m since Oct 16, 1997
Tax implication STCG Tax: As per your Income Tax Slab, if redeemed before 3 Years, LTCG Tax: 20% with indexation benefitu00a0 post 3 Years

Holdings Distribution

No Sector Data Available

Top Holdings

GSEC2035 6.48 19.98%
Tamil Nadu 2029 14.63%
TAMIL NADU 2034 6.68%
TREPS 5.99%
GSEC2034 5.82%
Cholaman.Inv.&Fn 5.76%
N A B A R D 5.76%
Power Fin.Corpn. 5.70%
Muthoot Finance 4.39%
Can Fin Homes 2.91%

Scheme Information

Sundaram Medium Duration Fund - (IDCW-Q) was launched on 16/10/1997. The fund manages ₹34 Cr in assets. Its current expense ratio is 2.06%.

Fund Manager: Dwijendra Srivastava

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FAQs on Sundaram Medium Duration Fund - (IDCW-Q)

The current expense ratio of Sundaram Medium Duration Fund - (IDCW-Q) is 2.06%.

The AUM of Sundaram Medium Duration Fund - (IDCW-Q) is ₹34 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Sundaram Medium Duration Fund - (IDCW-Q) allows both SIP and lump sum investments.

The latest NAV is ₹63.04.

Minimum SIP starts from ₹250.

Redemption can be done via AMC website or your investment platform.

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