DS
Since Jul 2010
AUM managed
₹37,906.06Cr
Tenure
Since Jul 2010
Funds
20
Sundaram Med Duration Instl Gr
Medium Duration FundSundaram Mutual Fund
NAV
₹75.25
+0.07% today
AUM
₹32.60 Cr
Fund size
Expense
1.63%
Regular plan
Min SIP
₹250
per month
Min Lumpsum
₹5,000
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank#13 of 13
Risk-o-meterModerate Risk
BenchmarkNifty Medium Duration Debt TR INR (100%)
Number of holdings14
Inception19 Aug 2003
Exit load1.0
Debt metrics
Modified duration2.92 yrs
Average maturity3.76 yrs
Yield to maturity7.11%
Average credit qualityAA+
Standard deviation1.83%
Capital gains tax
Debt
STCG · short-term
Slab RateShort-term gains taxed at slab rate
Debt fund gains are taxed at your income slab rate.
LTCG · long-term
Slab RateLong-term gains taxed at slab rate
Debt fund gains are taxed at your income slab rate.
Debt and other non-equity mutual fund gains are taxed at the investor's slab rate.
Fund managers
SA
Sandeep AgarwalLead
Since Jun 2012
AUM managed
₹34,734.87Cr
Tenure
Since Jun 2012
Funds
17
KR
Since Jun 2026
AUM managed
₹32,112.09Cr
Tenure
Since Jun 2026
Funds
16
About Sundaram Med Duration Instl Gr
Sundaram Med Duration Instl Gr is an open-ended Medium Duration Fund mutual fund scheme offered by Sundaram Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹75.25 per unit and the scheme manages ₹32.60 Cr in assets under management. The fund charges an expense ratio of 1.63% and is benchmarked against Nifty Medium Duration Debt TR INR (100%). Over the trailing 5 years, Sundaram Med Duration Instl Gr has delivered +4.03% returns. SEBI's riskometer places this scheme in the Moderate Risk category, so read the scheme information document before investing.
Investment objective
To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments
Regular Plan · Growth option · NAV as of 07 Jan 2025
Sundaram Med Duration Instl Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | +0.36% | -0.65% |
| 3 months | +1.36% | -0.06% |
| 6 months | +3.29% | +1.88% |
| 1 year | +6.47% | +3.94% |
| 3 years | +4.17% | +7.11% |
| 5 years | +4.03% | +6.29% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -- | -0.27% |
| 3 months | -- | +0.16% |
| 6 months | -- | +2.68% |
| 1 year | -- | +4.31% |
| 3 years | -- | +18.69% |
| 5 years | -- | +28.68% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Sundaram Med Duration Instl Gr — frequently asked questions
What is the NAV of Sundaram Med Duration Instl Gr?
The latest net asset value (NAV) of Sundaram Med Duration Instl Gr is ₹75.25 per unit, +0.07% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Sundaram Med Duration Instl Gr delivered?
Sundaram Med Duration Instl Gr has returned +4.03% over the trailing 5 years (1 year: +6.47%, 3 years: +4.17%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Sundaram Med Duration Instl Gr?
Sundaram Med Duration Instl Gr charges an expense ratio of 1.63% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Sundaram Med Duration Instl Gr?
SEBI's riskometer classifies Sundaram Med Duration Instl Gr as Moderate Risk, which is typical for a Medium Duration Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Sundaram Med Duration Instl Gr?
You can start a SIP in Sundaram Med Duration Instl Gr from ₹250 per month, and the minimum lumpsum investment is ₹5,000.
Who manages Sundaram Med Duration Instl Gr?
Sundaram Med Duration Instl Gr is managed by Sundaram Mutual Fund, holds ₹32.60 Cr in assets under management and invests across 14 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Sundaram Mutual Fund
- Scheme category
- Debt
- Scheme sub-category
- Medium Duration Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF903J01FY6
- Scheme code
- FSGBR071AS