Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)
As on 23 Oct 2026
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)
DebtNAV
₹ 80.09
CAGR (3 Years)
5.77%
AUM (Cr)
₹ 32.40
Risk
Moderate Risk
About Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)
To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments.
Breakdown of this Fund
Debt Others
121.23%
Govt. Securities
177.32%
Market Capitalization
Expense Ratio, Exit Load and Tax
Expense Ratio
1.24
Exit Load
Nil
Stamp Duty
0.005% (from July 1st, 2020)
Tax Implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.