Sundaram Medium Term Growth is a Medium Duration mutual fund scheme from Sundaram Asset Management Company Ltd. The fund was launched on 18 December 1997 and is managed by Sandeep Agarwal and Kumaresh Ramakrishnan. As of 15 October 2026, the fund has an AUM of ₹32.40 Cr and its latest NAV is ₹71.13. The fund has a Moderate Risk risk rating.
The fund allows minimum SIP of ₹250 and lumpsum investment starting from ₹5,000.
The fund primarily invests in Financial Services and Basic Materials and its top holdings include 6.53% Tamilnadu SDL 2031, 6.48% Govt Stock 2035, 7.0% Tamilnadu Sgs 2029, 6.36% Govt Stock 2031, and Cholamandalam Investment And Finance Company Limited. The fund has delivered 1.8% returns over the last 1 year, 4.9% annualised returns over 3 years, 3.8% annualised returns over 5 years, and 7.0% annualised returns since inception.
Sundaram Medium Term Growth may be suitable for investors looking for Medium Duration and who are comfortable with Moderate Risk risk.






