Medium Term · Debt

Sundaram Medium Term Fund

Sundaram Asset Management Company Ltd

Benchmark

NIFTY Medium Duration Debt Index A-III

Riskometer

Moderate

Size

₹33 cr

Allotted

Not on record

Holdings as of

Not on record

Sundaram Medium Term Fund is a medium term fund of Sundaram Asset Management Company Ltd with ₹33 cr under management. It is ahead of its benchmark (NIFTY Medium Duration Debt Index A-III) in 1 of 4 periods. Its direct plan charges 1.17% a year.

Has Sundaram Medium Term Fund beaten its benchmark?

Ahead of its benchmark, NIFTY Medium Duration Debt Index A-III, in 1 of 4 periods in AMFI's figures; +2.77% over the last year against +1.94%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	+0.36%	−3.60%	—
3 months	+1.24%	−5.03%	—
6 months	+3.21%	−1.83%	—
1 year	+6.33%	−4.06%	+10.39 pts
3 years	+4.18%	+9.27%	−5.09 pts
5 years	+4.03%	+8.00%	−3.97 pts
10 years	+5.50%	+12.69%	−7.19 pts
Since start from 8 Dec 2008	+6.95%	—	—

Valarth price history to 7 Jan 2025 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (NIFTY Medium Duration Debt Index A-III) in 1 of 4 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	+2.77%	+1.95%	+1.94%	+0.83	🔒
3y	+5.87%	+4.98%	+6.29%	−0.42	🔒
5y	+4.76%	+3.84%	+5.29%	−0.53	🔒
10y	+5.60%	+4.66%	+6.51%	−0.91	🔒

Ahead in points a year · its rank among Medium Term funds, and how steady the lead is, in the app

Value of 100, month-end

Jan 2015 to 7 Jan 2025

Fund 167Nifty 500 TRI 337

₹100 put in at the start of Jan 2015 would be ₹167 on 7 Jan 2025, against ₹337 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Sundaram Medium Term Fund cost?

1.17% a year on the direct plan, 1.90% on the regular plan; 11 of 12 funds in its category charge less.

Direct plan

1.17% a year

Category median 0.70%

Regular plan

1.90% a year

Category median 1.31%

Gap

0.73 points

for the same holdings

11 of 12 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Income/Debt Oriented Schemes - Medium Term Fund

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Sundaram Medium Term Fund?

ManagersNot on record

Benchmark as filedNot on record

Exit load

Not on record

What does Sundaram Medium Term Fund hold?

18 holdings as of None; the ten largest are 79.8% of the fund, the largest 6.53% Tamil Nadu State Development Loan 06/01/2031 at 17.9%.

Mix

Holdings as of None

Equity90.8%Debt0.4%Cash8.8%Other0.0%

Holdings

15 shares

Top ten

79.8%

of the fund

Effective holdings

8.5

spread, as if equal-weighted

Matched to our table

of the equity

Five largest

% of fund

6.53% Tamil Nadu State Development Loan 06/01/203117.9%

6.48% Central Government Securities 06/10/203517.7%

6.36% Central Government Securities 16/02/203112.1%

Cholamandalam Investment and Finance Company Ltd - 7.38% - 28/05/2027**6.14%

Small Industries Development Bank of India - 7.42% - 12/03/2029**6.11%

Five largest industries

% of fund

Sovereign52.6%

CRISIL AAA26.8%

ICRA AAA7.10%

ICRA AA+6.80%

ICRA AA3.40%

How does Sundaram Medium Term Fund score against its category?

Seven scores against funds of its kind, and the warning signs it trips.

Scorecard

🔒 Pro

Seven scores, each out of 5, against funds in its category, with the reasons, and the warning signs it trips: in the app.

Open scorecard in the app →

Are the companies inside any good?

The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.

The companies inside

🔒 Pro

The holdings weighted by their share of the fund: P/E and ROE, forensic risk levels, Valarth's valuation view, quality, moats, balance sheets and who owns them: in the app.

How is Sundaram Medium Term Fund run?

Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.

How it is run

🔒 Pro

Turnover, what it bought and sold and when, how long it holds, size drift, cash and its record in new listings, from up to two years of monthly holdings files: in the app.

Which funds hold much the same?

The index it is nearest and the funds whose holdings overlap most.

not an index tracker

Nearest to the Nifty 50: 100% of it differs from the index (an active fund is usually above 60%).

Active share 100.0%60%

Funds that hold much the same

% of holdings in common

Sundaram Short Term Fund23.1% the same

6 shared holdings

LIC MF NIFTY 8-13 YR G-SEC ETF19.5% the same

1 shared holdings

Sundaram Conservative Hybrid Fund18.4% the same

3 shared holdings

How much is in its sponsor's own group?

Holdings in companies of the fund house's sponsor group, beside the index.

Related-party exposure

🔒 Pro

How much of the fund is in companies of its sponsor's own group, beside what the index holds of them: in the app.

Questions people ask

What is the expense ratio of Sundaram Medium Term Fund?

1.17% a year on the direct plan and 1.90% on the regular plan (expense report, Oct 2026).

How has Sundaram Medium Term Fund done?

Its direct plan returned +5.87% a year over 3 years against +6.29% for its benchmark, NIFTY Medium Duration Debt Index A-III, as of 13 Oct 2026.