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Fund Overview of Sundaram Medium Duration Fund Regular-idcw Quarterly
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₹34.6 CrAUM
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₹13.23NAV
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1.86%Expense Ratio
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DebtFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Sundaram Medium Duration Fund Regular-idcw Quarterly
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 0.82% | NA | 0.84% |
| 6 Months | 1.48% | NA | 4.74% |
| 1 Year | 2.70% | 2.70% | 9.16% |
| 2 Years | 10.66% | 5.19% | 8.80% |
| 3 Years | 16.02% | 5.08% | 8.10% |
| 5 Years | 22.11% | 4.08% | 7.60% |
| 7 Years | 35.72% | 4.46% | NA |
| 10 Years | 66.95% | 5.26% | 7.69% |
Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision
Compare Sundaram Medium Duration Fund Regular-idcw Quarterly with other mutual funds in the same category
Sundaram Medium Duration Fund Regular-idcw Quarterly
Aditya Birla Sun Life Medium Term Plan Direct-growth
Aditya Birla Sun Life Medium Term Plan Direct-idcw
Asset Allocation
debt instruments
85.41%other assets or cash equivalents
14.59%Sundaram Medium Duration Fund Regular-idcw Quarterly is one Debt mutual fund offered by Sundaram Mutual Fund. Launched on 18 Dec 1997, the fund aims Income and Capital appreciation by investing in a portfolio comprising of fixed income securities with Macaulay Duration between 3 to 4 years. It manages assets worth ₹34.6 crore as on Sun May 31, 2026. The expense ratio stands at 1.86%. Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Medium Duration Fund Regular-idcw Quarterly
The portfolio allocation consists of 85.41% in debt instruments, 14.59% in other assets or cash equivalents.Managed by Dwijendra Srivastava, it has delivered a return of 2.70% in the last year, a total return since inception of 7.12%.
The latest dividend was declared on 27 Apr 2026 at 0.99% of face value.
Selecting a suitable best sip to invest plays a vital part in financial planning.
Key Metrics of Sundaram Medium Duration Fund Regular-idcw Quarterly
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Standard Deviation1.45%
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Sharpe Ratio-0.82%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Aditya Birla Sun Life Medium Term Plan Direct-growth  |
₹3,127 | 1.48% | 2.12% | 8.88% | 10.47% | 12.68% |
| Aditya Birla Sun Life Medium Term Plan Direct-idcw |
₹3,127 | 1.48% | 2.12% | 8.88% | 10.47% | 12.68% |
| Aditya Birla Sun Life Medium Term Plan Direct-idcw Half Yearly |
₹3,127 | 1.48% | 2.12% | 8.88% | 10.47% | 12.68% |
| Aditya Birla Sun Life Medium Term Plan Direct-idcw Quarterly |
₹3,127 | 1.48% | 2.12% | 8.88% | 10.47% | 12.68% |
| Aditya Birla Sun Life Medium Term Plan Regular-growth |
₹3,127 | 1.41% | 1.92% | 8.07% | 9.67% | 11.88% |
| Aditya Birla Sun Life Medium Term Plan Regular-idcw |
₹3,127 | 1.41% | 1.92% | 8.07% | 9.67% | 11.88% |
| Aditya Birla Sun Life Medium Term Plan Regular-idcw Half Yearly |
₹3,127 | 1.41% | 1.92% | 8.07% | 9.67% | 11.88% |
| Aditya Birla Sun Life Medium Term Plan Regular-idcw Quarterly |
₹3,127 | 1.41% | 1.92% | 8.07% | 9.67% | 11.88% |
| Nippon India Medium Duration Fund Direct-growth |
₹146 | 1.34% | 1.62% | 8.16% | 8.30% | 9.60% |
| Nippon India Medium Duration Fund Direct-idcw |
₹146 | 1.34% | 1.62% | 8.16% | 8.30% | 9.60% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Sundaram Medium Duration Fund Regular-growth
|
₹35 | 1.11% | 0.82% | 1.48% | 2.70% | 5.08% |
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Sundaram Medium Duration Fund Direct-growth
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₹35 | 1.17% | 1.02% | 1.93% | 3.54% | 5.99% |
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Sundaram Medium Duration Fund Direct-idcw Quarterly
|
₹35 | 1.17% | 1.02% | 1.93% | 3.54% | 5.99% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Medium Duration Fund Regular-growth |
₹6,395 | ₹53.94 | 7.08% | 6.21% | 7.71% |
| SBI Medium Duration Fund Direct-growth |
₹6,395 | ₹58.57 | 7.63% | 6.77% | 8.40% |
| SBI Medium Duration Fund Regular-idcw Quarterly |
₹6,395 | ₹20.91 | 7.08% | 6.21% | 7.71% |
| SBI Medium Duration Fund Direct-idcw Quarterly |
₹6,395 | ₹22.77 | 7.63% | 6.77% | 8.40% |
| ICICI Prudential Medium Term Bond Fund-growth |
₹5,429 | ₹47.78 | 7.62% | 6.66% | 7.36% |
| ICICI Prudential Medium Term Bond Fund Direct Plan-growth |
₹5,429 | ₹52.78 | 8.31% | 7.36% | 8.12% |
| ICICI Prudential Medium Term Bond Fund-idcw Quarterly |
₹5,429 | ₹10.94 | 7.62% | 6.66% | 7.36% |
| ICICI Prudential Medium Term Bond Fund Direct Plan-idcw Quarterly |
₹5,429 | ₹11.54 | 8.31% | 7.36% | 8.12% |
| HDFC Medium Term Debt Fund Regular-growth |
₹3,694 | ₹59.44 | 7.08% | 6.09% | 7.01% |
| HDFC Medium Term Debt Fund Direct-growth |
₹3,694 | ₹64.91 | 7.79% | 6.82% | 7.78% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Government Of India 36574 Goi 06ot35 6.48 Fv Rs 100 | Entities | 26.46% | ₹9.16 Cr |
| State Development Loan 35697 Tn 12mr29 7 Fv Rs 100 | Unspecified | 14.34% | ₹4.97 Cr |
| Repo | Unspecified | 13.11% | ₹4.54 Cr |
| Cholamandalam Investment And Finance Company Limited Sr 653 7.38 Ncd 28my27 Fvrs1lac | Financial | 5.73% | ₹1.98 Cr |
| Small Industries Development Bank Of India Sr V 7.22 Bd 10ap29 Fvrs1lac | Financial | 5.69% | ₹1.97 Cr |
| National Bank For Agriculture And Rural Development Sr 26d 7.01 Bd 16mr29 Fvrs1lac | Financial | 5.66% | ₹1.96 Cr |
| Power Finance Corporation Limited Sr 250a 6.61 Bd 15jl28 Fvrs1lac | Financial | 5.65% | ₹1.96 Cr |
| Muthoot Finance Limited 8.65 Ncd 31jn28 Fvrs1lac | Financial | 4.33% | ₹1.50 Cr |
| Godrej Industries Limited Sr I 8.36 Ncd 28ag26 Fvrs1lac | Diversified | 2.89% | ₹1.00 Cr |
| 360 One Prime Limited 8.95 Ncd 04ju27 Fvrs1lac | Financial | 2.89% | ₹1.00 Cr |
| Can Fin Homes Limited Sr 2 8.09 Ncd 04jn27 Fvrs1lac | Financial | 2.88% | ₹1.00 Cr |
| Hdb Financial Services Limited Sr 228 Tr 1 7.4091 Ncd 05ju28 Fvrs1lac | Financial | 2.85% | ₹0.99 Cr |
| Pnb Housing Finance Limited Sr Lxxii 7.28 Ncd 05ju28 Fvrs1lac | Financial | 2.84% | ₹0.98 Cr |
| Rec Limited Sr 248a 6.52 Bd 31jn28 Fvrs1lac | Financial | 2.83% | ₹0.98 Cr |
| Cash/net Current Assets | Unspecified | 1.48% | ₹0.51 Cr |
| Others Class A2 Aif | Unspecified | 0.38% | ₹0.13 Cr |
Top Debt Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Plan Direct-growth |
₹47.22 | 10.47% | 12.68% | - |
| Aditya Birla Sun Life Medium Term Plan Direct-idcw |
₹17.99 | 10.47% | 12.68% | - |
| Aditya Birla Sun Life Medium Term Plan Direct-idcw Half Yearly |
₹14.88 | 10.47% | 12.68% | - |
| Aditya Birla Sun Life Medium Term Plan Direct-idcw Quarterly |
₹14.28 | 10.47% | 12.68% | - |
| Aditya Birla Sun Life Medium Term Plan Regular-growth |
₹43.12 | 9.67% | 11.88% | - |
| Aditya Birla Sun Life Medium Term Plan Regular-idcw |
₹16.37 | 9.67% | 11.88% | - |
| Aditya Birla Sun Life Medium Term Plan Regular-idcw Half Yearly |
₹13.92 | 9.67% | 11.88% | - |
| Aditya Birla Sun Life Medium Term Plan Regular-idcw Quarterly |
₹13.55 | 9.67% | 11.88% | - |
| Nippon India Medium Duration Fund Direct-growth |
₹18.12 | 8.30% | 9.60% | - |
| Nippon India Medium Duration Fund Direct-idcw |
₹15.28 | 8.30% | 9.60% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Medium Duration Fund Regular-idcw Quarterly
What is the current AUM of Sundaram Medium Duration Fund Regular-idcw Quarterly?
As of Sun May 31, 2026, Sundaram Medium Duration Fund Regular-idcw Quarterly manages assets worth ₹34.6 crore
How has Sundaram Medium Duration Fund Regular-idcw Quarterly performed recently?
- 3 Months: 0.82%
- 6 Months: 1.48%
What is the long-term performance of Sundaram Medium Duration Fund Regular-idcw Quarterly?
- 3 Years CAGR: 5.08%
- 5 Years CAGR: 4.08%
- Since Inception: 7.12%
What is the portfolio composition of Sundaram Medium Duration Fund Regular-idcw Quarterly?
Debt: 85.41%, Others: 14.59%.
Who manages Sundaram Medium Duration Fund Regular-idcw Quarterly?
Sundaram Medium Duration Fund Regular-idcw Quarterly is managed by Dwijendra Srivastava from Sundaram Mutual Fund.
When was the last dividend declared by Sundaram Medium Duration Fund Regular-idcw Quarterly?
Latest dividend was declared on 27 Apr 2026 at 0.99% of face value.
Which are the top companies Sundaram Medium Duration Fund Regular-idcw Quarterly has invested in?
- GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100 – 26.46% of the fund's portfolio
- STATE DEVELOPMENT LOAN 35697 TN 12MR29 7 FV RS 100 – 14.34% of the fund's portfolio
- Repo – 13.11% of the fund's portfolio
- CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED SR 653 7.38 NCD 28MY27 FVRS1LAC – 5.73% of the fund's portfolio
- SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR V 7.22 BD 10AP29 FVRS1LAC – 5.69% of the fund's portfolio
Which are the major sectors Sundaram Medium Duration Fund Regular-idcw Quarterly focuses on?
- Financial – 41.34% of the fund's portfolio
- Unspecified – 29.31% of the fund's portfolio
- Entities – 26.46% of the fund's portfolio
- Diversified – 2.89% of the fund's portfolio
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