Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) Direct-Growth
Sundaram Mutual Fund · Debt Medium Duration
Return calculator
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| Loading NAV history… | ||||
A SIP on the 1st of every month at that day's NAV. Past returns do not guarantee future returns.
Returns and rankings
| Name | 6M | 1Y | 3Y | 5Y |
|---|---|---|---|---|
| Fund returns | +1.0% | +2.3% | +5.8% | +4.7% |
| Category average (Medium Duration) | +2.1% | +4.6% | +7.7% | +6.9% |
| Rank (Medium Duration) | 13 / 13 | 13 / 13 | 13 / 13 | 12 / 12 |
Ranked among Medium Duration funds, Direct plan, Growth option. 3Y and 5Y are annualised.
Advanced ratios
Calculated from daily NAVs over 3Y, with a 6.5% risk-free rate.
Minimum investments
Exit load, stamp duty and tax
Exit load
Not published in the AMFI data for this scheme. See the scheme information document on the fund house website.
Stamp duty on investment: 0.005% (from 1 July 2020)
Tax implication
Gains are added to your income and taxed at your income-tax slab rate, whatever the holding period (units bought from 1 April 2023).
FAQs
How to invest in Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) Direct-Growth?
Open your Do Trading account (KYC), choose Monthly SIP or One-time in the Invest panel, enter the amount and confirm the order with the OTP sent to your email.
What kind of returns does Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) Direct-Growth provide?
6M: +1.02% · 1Y: +2.32% · 3Y (annualised): +5.76% · 5Y (annualised): +4.73%
What is the NAV of Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) Direct-Growth?
₹80.0890 as on 22 Oct 2026.
How risky is Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) Direct-Growth?
Its riskometer level is Moderately High. Over 3Y its NAV moved 1.3% a year (volatility) and fell at most 1.1% from a peak.
How to redeem Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) Direct-Growth?
In the Invest panel choose Redeem, enter the units (or redeem all) and confirm with the OTP. The amount reaches your bank account after the fund house processes it, usually 1–3 working days.
Can I invest in SIP and lump sum of Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) Direct-Growth?
Yes. The minimum is ₹100 for a one-time investment or a monthly SIP.
How is Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) Direct-Growth taxed?
Gains are added to your income and taxed at your income-tax slab rate, whatever the holding period (units bought from 1 April 2023).
Fund details
Other plans of this fund
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Confirm with OTP
Enter the 6-digit OTP sent to your email.