Question 1

What is the Expense Ratio of Sundaram Medium Duration Fund - Direct - Growth?

Accepted Answer

The Expense Ratio of Sundaram Medium Duration Fund - Direct - Growth is 1.17% as of 01/07/2026. This is the fee charged by the fund house for managing the fund.

Question 2

What is the AUM of Sundaram Medium Duration Fund - Direct - Growth?

Accepted Answer

The Assets Under Management (AUM) of Sundaram Medium Duration Fund - Direct - Growth is ₹2.76 Crores as of Quarter ending March 2026.

Question 3

What is the 3-Year CAGR of Sundaram Medium Duration Fund - Direct - Growth?

Accepted Answer

The 3-Year Compound Annual Growth Rate (CAGR) of Sundaram Medium Duration Fund - Direct - Growth is 6.20%. This indicates the average annual growth rate over the last 3 years.

Question 4

Who manages Sundaram Medium Duration Fund - Direct - Growth?

Accepted Answer

Sundaram Medium Duration Fund - Direct - Growth is managed by Sundaram Mutual Fund.

Question 5

Is Sundaram Medium Duration Fund - Direct - Growth an open-ended or close-ended scheme?

Accepted Answer

Sundaram Medium Duration Fund - Direct - Growth is an Open-Ended scheme.

Question 6

How is the Expense Ratio calculated?

Accepted Answer

The Expense Ratio is the annual fee that mutual funds charge their unitholders. It expresses the percentage of assets deducted each fiscal year for fund expenses including 12b-1 fees, management fees, administrative fees, operating costs, and all other asset-based costs incurred by the fund.

Period	Returns	CAGR	Volatility
3M	1.68%	6.90%	1.54%
6M	2.52%	5.10%	1.67%
1Y	3.84%	3.84%	1.50%
3Y	19.77%	6.20%	1.29%
5Y	27.89%	5.04%	1.53%

Scheme	3Y CAGR (%)	TER (%)	AUM (Cr)
Aditya Birla Sun Life Medium Term Plan - Direct - Growth	10.63%	0.83%	₹1,383.74
Nippon India Medium Duration Fund (Existing Number of Segregated Portfolios - 1) - Direct - Growth	8.46%	0.50%	₹65.96
Kotak Medium Term Fund - Direct - Growth	8.99%	0.67%	₹745.9
ICICI Prudential Medium Term Bond Fund - Direct - Growth	8.49%	0.73%	₹2,232.15
Axis Strategic Bond Fund - Direct - Growth	8.43%	0.72%	₹1,092.44
HSBC Medium Duration Fund - Direct - Growth	7.94%	0.41%	₹229.13
HDFC Medium Term Debt Fund - Direct - Growth	7.92%	0.67%	₹1,734.28

Sundaram Medium Duration Fund - Direct - Growth

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