Sundaram Medium Duration Fund Regular-IDCW Yearly

Fund Card

Value Research Rating

Our Opinion

₹13.7426

As on 27-Jun-2025

Returns

Calculate SIP Returns of Sundaram Medium Duration Fund Regular-IDCW Yearly

Upfront Investment

Monthly SIP Amount

Investment Duration

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Risk

This fund has risk.

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Portfolio of Sundaram Medium Duration Fund Regular-IDCW Yearly

Asset Allocation

Credit Rating Weightage

Portfolio Breakdown

Peer Comparison

Fund name	Risk		Expense Ratio (%)
Sundaram Medium Duration Fund - Regular Plan	Moderate	loading...	1.86
SBI Medium Duration Fund - Regular Plan Invest Online	Moderately High	loading...	1.21
ICICI Prudential Medium Term Bond Fund Invest Now	Moderately High	loading...	1.40
HDFC Medium Term Debt Fund - Regular Plan Invest Online	Moderately High	loading...	1.33
Aditya Birla Sun Life Medium Term Plan - Regular Plan Invest Online	Moderately High	loading...	1.56

Detailed Comparison

Other details of Sundaram Medium Duration Fund Regular-IDCW Yearly

Assets

Exit Load (Days)

Min. Investment (₹)

Min. Withdrawal (₹)

Min. SIP Investment (₹)

Min. No of Cheques

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About Sundaram Medium Duration Fund Regular-IDCW Yearly

Sundaram Medium Duration Fund Regular-IDCW Yearly is a debt mutual fund scheme of Sundaram Mutual Fund. Launched on December 18, 1997, it is currently managed by . The fund has an expense ratio of 2.13% with an overall AUM (Assets Under Management) of ₹-- Cr.

The fund allows minimum lumpsum investment of ₹-- and minimum SIP of ₹--.

Latest news on Sundaram Medium Duration Fund Regular-IDCW Yearly

Change in Benchmark for a few funds of Sundaram Mutual Fund

1 min read•By News Desk

Name Change of few schemes of Sundaram Mutual Fund

1 min read•By News Desk

Benchmark changes in Four Schemes of Sundaram Mutual Fund

1 min read•By Value Research

Change in Exit Load of Sundaram Medium Term Bond Fund

1 min read•By Value Research

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FAQ for Sundaram Medium Duration Fund Regular-IDCW Yearly

How to Invest in Sundaram Medium Duration Fund Regular-IDCW Yearly?

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Sundaram Medium Duration Fund Regular-IDCW Yearly through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Sundaram Medium Duration Fund Regular-IDCW Yearly can be bought from the Sundaram Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.