Sundaram Medium Term Fund
Other options
The page shows the Growth option. The Regular plan’s other options have their own codes.
| Option | AMFI code | ISIN |
|---|---|---|
| Growth (this page) | 100603 | INF903J01FQ2 |
| IDCW | 100602 | INF903J01FU4, INF903J01FR0 |
Medium Term Fund
Sundaram Mutual Fund
Open-ended. Launched on 18 Dec 1997.
- NAV
- Data delayed
- AssetsAssets The market value of everything the scheme holds, less what it owes, as the fund house discloses it at each month-end.
- ₹32.40 cr
- 30 Sep 2026
- SIP fromSIP Systematic investment plan: a fixed sum put into the scheme at regular intervals, usually every month.
- ₹250
- a month
- BenchmarkBenchmark The market index the fund house names in the SID as the measure the scheme is compared against.
- NIFTY Medium Duration Debt Index A-III
- as the SID names it
- Riskometer
- Moderate
- read by Felix on 28 Oct 2026
The SID and KIM are the final reference for every fact on this page.
The fund house also offers a Direct plan of this scheme, whose expenses are lower to the extent of the distribution commission.
Assets: the fund house’s month-end disclosure of 30 Sep 2026. Minimums: fund house documents, as read by Felix on 28 Oct 2026. Benchmark: the SID.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
2 changes in the last 12 months: Kumaresh Ramakrishnan became a fund manager, 9 Jun 2026; SEBI renamed its category from Medium Duration Fund to Medium Term Fund, 26 Feb 2026. See what changed
What it is
SEBI’s rule for a Medium Term Fund: debt and money market instruments, with a portfolio Macaulay duration of 3 to 4 years, or 1 to 4 years when adverse conditions are expected. Source: SEBI
What the SID allows it to holdSID Scheme information document: the scheme’s offer document, which sets out its objective, asset allocation, risks and expenses.
Source: the SID’s asset allocation, from fund house disclosures.
Potential risk class (PRC)
PRC Potential risk class: the most interest-rate risk and credit risk a debt scheme may take, on SEBI’s three-by-three grid, as its SID states it.as the SID states it| Interest-rate risk | Credit risk relatively low (A) | Moderate (B) | Relatively high (C) |
|---|---|---|---|
| Relatively low (I) | |||
| Moderate (II) | |||
| Relatively high (III) | C-III |
Riskometer
The risk of the scheme is Moderate
As read by Felix on 28 Oct 2026. Fund houses review this level every month, and the fund house’s latest disclosure prevails: Riskometer disclosures, Sundaram Mutual Fund
- Low
- Low to Moderate
- Moderate
- Moderately High
- High
- Very High
Benchmark: NIFTY Medium Duration Debt Index A-III. Its riskometer is published monthly by the fund house: Riskometer disclosures, Sundaram Mutual Fund
Source: fund houses’ disclosures.
Who runs it
Kumaresh Ramakrishnansince 9 Jun 2026
Fund manager
Also manages Sundaram Aggressive Hybrid Fund, Sundaram Arbitrage Fund, Sundaram Banking and PSU Debt Fund, Sundaram Conservative Hybrid Fund, Sundaram Corporate Bond Fund, Sundaram Dynamic Asset Allocation Fund, Sundaram Equity Savings Fund, Sundaram Income Plus Arbitrage Active FoF, Sundaram Liquid Fund, Sundaram Money Market Fund, Sundaram Multi Asset Allocation Fund, Sundaram Overnight Fund, Sundaram Short Term Fund, Sundaram Ultra Short Term Fund, Sundaram Ultra Short to Short Term Fund
Sandeep Agarwalsince 1 Jun 2012
Fund manager
Also manages Sundaram Banking and PSU Debt Fund, Sundaram Business Cycle Fund, Sundaram Corporate Bond Fund, Sundaram Flexi Cap Fund, Sundaram Income Plus Arbitrage Active FoF, Sundaram Liquid Fund, Sundaram Money Market Fund, Sundaram Multi-Factor Fund, Sundaram Overnight Fund, Sundaram Short Term Fund, Sundaram Ultra Short Term Fund, Sundaram Ultra Short to Short Term Fund, Sundaram Value Fund
Bars on one scale, from the scheme’s launch. Other schemes A to Z. Source: fund house disclosures, as of 28 Oct 2026.
Codes and identity
from the SID and AMFI- Fund house
- Sundaram Mutual Fund
- SEBI category
- Medium Term Fund
- Plan and option
- Regular plan – Growth
- Structure
- Open-ended
- Launched
- 18 Dec 1997
- AMFI code, Growth
- 100603
- ISIN, Growth
- INF903J01FQ2
- IDCW INF903J01FU4, INF903J01FR0
- Registrar
- KFin Tech
- Fund house website
- sundarammutual.com ↗
ISINs of the IDCW options
Sundaram Mutual Fund
Sundaram Mutual Fund runs 34 schemes in their Regular plan: 16 equity, 9 debt, 6 hybrid, 1 index funds and ETFs, 2 other.
12 fund managers, in their current schemes for 2 years 3 months on average.
1 scheme launched in the last 12 months.
- All 34 schemes
- sundarammutual.com
- Registrar: KFin Tech
Source: fund houses’ disclosures, as of 28 Oct 2026.
Buying and selling
- SIP from
- ₹250, as the KIM states it
- Entry load
- Nil, since 1 Aug 2009
- Stamp duty
- 0.005% of the amount invested, since 1 Jul 2020
- Applicable NAV
- That business day’s, when the application and the money reach the fund house by the 3 pm cut-off; after it, the next business day’s
- Redemption money
- Within 3 working days of the redemption request
Sources: the scheme’s KIM for the minimums; SEBI for the entry load, cut-off and redemption timeline; Ministry of Finance for stamp duty.
The category: Medium Term Fund
All 13 schemesSchemes 4 to 13 of 13, A to Z; this scheme is marked.Schemes 9 to 13 of 13, A to Z; this scheme is marked.
| Scheme | Benchmark | Assets, ₹ cr (30 Sep 2026) | SIP from, ₹ | Launched |
|---|---|---|---|---|
| DSP Medium Term Fund | CRISIL Medium Duration Debt A-III Index | 249 | 100 | 1997 |
| HDFC Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 3,499 | 100 | 2002 |
| HSBC Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 670 | 1,000 | 2015 |
| ICICI Prudential Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 5,331 | 1,000 | 2004 |
| Invesco India Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 131 | 1,000 | 2021 |
| Kotak Medium Term Fund | CRISIL Medium Duration Debt A-III Index | 1,912 | 100 | 2014 |
| Nippon India Medium Term Fund | CRISIL Medium Duration Debt A-III Index | 146 | 100 | 2014 |
| SBI Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 6,419 | 500 | 2003 |
| Sundaram Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 32 | 250 | 1997 |
| UTI Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 34 | 500 | 2015 |
| Scheme | Benchmark | Assets, ₹ cr (30 Sep 2026) | SIP from, ₹ | Launched |
|---|---|---|---|---|
| Kotak Medium Term Fund | CRISIL Medium Duration Debt A-III Index | 1,912 | 100 | 2014 |
| Nippon India Medium Term Fund | CRISIL Medium Duration Debt A-III Index | 146 | 100 | 2014 |
| SBI Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 6,419 | 500 | 2003 |
| Sundaram Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 32 | 250 | 1997 |
| UTI Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 34 | 500 | 2015 |
Show all 13 schemes
| Scheme | Benchmark | Assets, ₹ cr (30 Sep 2026) | SIP from, ₹ | Launched |
|---|---|---|---|---|
| Aditya Birla Sun Life Medium Term Fund | CRISIL Medium Duration Debt A-III Index | 3,370 | 1,000 | 2009 |
| Axis Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 1,972 | 100 | 2012 |
| Bandhan Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 1,244 | 100 | 2003 |
| DSP Medium Term Fund | CRISIL Medium Duration Debt A-III Index | 249 | 100 | 1997 |
| HDFC Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 3,499 | 100 | 2002 |
| HSBC Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 670 | 1,000 | 2015 |
| ICICI Prudential Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 5,331 | 1,000 | 2004 |
| Invesco India Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 131 | 1,000 | 2021 |
| Kotak Medium Term Fund | CRISIL Medium Duration Debt A-III Index | 1,912 | 100 | 2014 |
| Nippon India Medium Term Fund | CRISIL Medium Duration Debt A-III Index | 146 | 100 | 2014 |
| SBI Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 6,419 | 500 | 2003 |
| Sundaram Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 32 | 250 | 1997 |
| UTI Medium Term Fund | NIFTY Medium Duration Debt Index A-III | 34 | 500 | 2015 |
Regular plan – Growth for every scheme. Source: fund houses’ disclosures; assets at month-end 30 Sep 2026; SIP minimums as read by Felix on 28 Oct 2026; benchmarks as each SID names them.
What changed
- 9 Jun 2026Kumaresh Ramakrishnan became a fund manager
- 26 Feb 2026SEBI renamed its category from Medium Duration Fund to Medium Term Fund
- 1 Jun 2012Sandeep Agarwal became a fund manager
- 18 Dec 1997Launched
- 19 Nov 1997NFO closed
- 16 Oct 1997NFO opened
Source: fund house disclosures and SEBI.
Documents
KIM Key information memorandum: the short summary of the SID that comes with every application form.Sundaram Mutual Fund publishes the scheme’s documents on its website:
- Scheme information document (SID)
- Key information memorandum (KIM)
- Monthly factsheet
- Monthly portfolio disclosure
Felix links to the fund house’s own copies and never copies them.
Questions about this fund
Who manages it, and since when?
Sandeep Agarwal, since 1 Jun 2012 (Fund manager); Kumaresh Ramakrishnan, since 9 Jun 2026 (Fund manager). Source: Sundaram Mutual Fund’s disclosures.
What is the minimum SIP?
₹250 a month, as of 28 Oct 2026, from the fund house’s documents.
What is its benchmark?
NIFTY Medium Duration Debt Index A-III, as the SID names it. Felix shows the benchmark by name only.
When was it launched, and what was it called before?
It was launched on 18 Dec 1997.
How do I invest in it?
Read the SID and KIM on Sundaram Mutual Fund’s website first. A mutual fund distributor can place your application in this scheme’s Regular plan. Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission.
What does “Regular plan – Growth” mean?
The Regular plan is the one bought through a distributor; its expenses include the distributor’s commission. In the Growth option, gains stay in the NAV and nothing is paid out.
Where are its documents?
On Sundaram Mutual Fund’s website: the scheme information document (SID), the key information memorandum (KIM) and the monthly factsheet.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Data on this page
| Block | Source | For |
|---|---|---|
| Assets | Fund houses’ disclosures, at month-end | 30 Sep 2026 |
| Minimums | Fund house documents, as read by Felix | 28 Oct 2026 |
| Riskometer | Fund houses’ disclosures, as read by Felix | 28 Oct 2026 |
| Asset allocation | The SID, from fund house disclosures | 28 Oct 2026 |
| Fund managers | Fund house disclosures | 28 Oct 2026 |
Something wrong or out of date? Report an error
When you are ready, invest with a person.
The SID and KIM are the final reference for every fact on this page.