SU
Sundaram Medium Term Fund Direct Growth
Latest NAV
+3.26% 1Y
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Benchmark: NIFTY Medium Duration Debt Index A-III
Expense ratio
1.17%
AUM
₹32 Cr
Min SIP
₹250
Min lump sum
₹5,000
1Y
+3.26%
3Y (ann.)
+5.92%
5Y (ann.)
+4.81%
Launched
Jan 2013
Where the NAV sits & how risky it is
₹80.50
52-week range
at 81%
₹80.50
Low 06 Oct 2025₹78.06
High 14 Aug 2026₹81.07
Risk level
Moderate
Low
Very high
NAV history
03 Jan 2013
Since inception
01 Oct 2026
Returns by period
1W
-0.07%
1M
-0.27%
3M
-0.03%
6M
+2.19%
1Y
+3.26%
3Y
+5.92%
5Y
+4.81%
3Y and 5Y returns are annualised.
Return calculator
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Invested Gain
Invested
Projected value
min SIP ₹250
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.
Where your money goes
Sector allocation is published for schemes that buy shares directly. This is a debt scheme.
About this scheme
To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments
Fund manager(s): Kumaresh Ramakrishnan, Sandeep Agarwal
Exit load: No charges for withdrawal
Scheme snapshot
VR Rating
MS Rating
Plan
Growth
Type
DIRECT
Inception
01 Jan 2013
Lump-sum min
₹5,000
SIP
Purchase
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STP
SWP
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