Sundaram Medium Duration Fund - Direct Plan - IDCW - Quarterly

Scheme Objective

To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments.

Scheme Details

• Fund manager(s) – Dwijendra Srivastava , Sandeep Agarwal
• Launch date – 08-Jan-2013
• Expense ratio – 1.09% as declared on 31-Oct-2025 (category average is 0.65%)
• Benchmark - NIFTY Medium Duration Debt Index A-III

• Min SIP amount - ₹
• Min investment amount (one time- first time) - ₹
• Min investment amount (addtional purchase) - ₹
• Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Sundaram Medium Duration Fund - Direct Plan - IDCW - Quarterly charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Tax Rate

Any profit will be clubbed with your income and taxed at your effective tax rate.

Contact Details