Sundaram Medium Duration Reg-G

Fund Category: Medium Duration

Fund Category Medium Duration

Moderate Debt G

2 Morning Star

1 Value Research

NAV( 29 Apr 2025)

₹ 68.75

1.51%

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Sundaram Medium Duration Reg-G

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Performance

5.48%3y Returns

0.19% 1D Returns

Investment details

Min SIP amount

₹ 250
Min Lumpsum

₹ 5000
Lock In

0
Expense ratio

2.19%
Exit load

NIL

L After 365 days

Fund details

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Fund size

₹ 43 Cr
Plan

REGULAR
Launch date

16 Oct 1997
Fund type

OPEN
Fund benchmark

NIFTY Medium Duration Debt Index A-III
ISIN

INF903J01FQ2

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Godrej Industries Ltd SR I Debenture 8.36 28/08/2026	2.35%
Bharti Telecom Ltd SR XVI Debenture 8.90 04/12/2025	4.69%
GOI Sec 7.37 23/10/2028	12.03%
GOI Sec 5.74 15/11/2026	23.12%
CDMDF Class A2	0.29%
Can Fin Homes Ltd SR 2 Debenture 8.09 04/01/2027	2.35%
GOI Sec 7.04 03/06/2029	2.39%
GOI Sec 7.10 08/04/2034	36.21%
Repo	2.73%
Cash/Net Current Assets	2.44%
Muthoot Finance Ltd Debenture 8.65 31/01/2028	3.51%
Can Fin Homes Ltd FRB 8.45 27/05/2026	2.35%
Tamilnadu State SDL 7.44 20/03/2034	5.55%

Sectors

Company	Allocation %
Others	11.01%
Sovereign	73.75%
Consumer Staples	2.35%
Financial	8.21%
Communication	4.69%

Risk Associated

Moderate

Investors be aware that principal under this fund will be at Moderate risk
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

47
AUM

₹ 64,176 Cr
Website

http://www.sundarammutual.com

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

Fund Manager

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Dwijendra Srivastava

Funds Offered

20
AUM

₹ 25,425 Cr
Highest Return

13.15%

About

Dwijendra Srivastava Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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Frequently Asked Questions

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What is the current NAV of Sundaram Medium Duration Reg-G?

The current NAV of Sundaram Medium Duration Reg-G is ₹ 68.7531

How much does Sundaram Medium Duration Reg-G charge as expense ratio?

The expense ratio of Sundaram Medium Duration Reg-G is 2.19%

How to Redeem Sundaram Medium Duration Reg-G Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Sundaram Medium Duration Reg-G?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

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Can I invest in Sundaram Medium Duration Reg-G through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Sundaram Medium Duration Reg-G based on your investment objective and risk profile.

What is the return of Sundaram Medium Duration Reg-G?

For Sundaram Medium Duration Reg-G, 3-year return is 5.48% per annum and 5-year return is 4.69% per annum. Check the return performance in detail on the page.