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Multibagg AI is an AI powered stock research and analysis platform. We provide data, information, content, and analytics for publicly traded Indian companies listed on NSE and BSE. AI can make mistakes, check important information.
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₹80.57
▲ 0.01
(0.01%)
| Instrument Name | Watchlist | Investment Date | % Holding | No of Units | Value (₹ Cr) | Asset Type | Industry Name |
|---|---|---|---|---|---|---|---|
 GSEC2035 6.48 | 15 Sept 2026 | 28.23% | 9,50,000 | ₹9.15 Cr | Govt. Securities | Govt. Securities | |
| GSEC2031 | 15 Sept 2026 | 12.14% | 4,00,000 | ₹3.94 Cr | Govt. Securities | Govt. Securities | |
 REC Ltd | 15 Sept 2026 | 7.61% | 250 | ₹2.47 Cr | Corporate Debts | Debt Others | |
 N A B A R D | 15 Sept 2026 | 6.37% | 210 | ₹2.07 Cr | Corporate Debts | Debt Others | |
 Cholamandalam Inves... | 15 Sept 2026 | 6.15% | 200 | ₹1.99 Cr | Corporate Debts | Debt Others | |
 S I D B I | 15 Sept 2026 | 6.12% | 200 | ₹1.98 Cr | Corporate Debts | Debt Others | |
| GSEC2031 | 15 Sept 2026 | 6.11% | 2,00,000 | ₹1.98 Cr | Govt. Securities | Govt. Securities | |
 Power Finance Corpo... | 15 Sept 2026 | 6.06% | 200 | ₹1.96 Cr | Corporate Debts | Debt Others | |
 TREPS | 15 Sept 2026 | 4.68% | 0 | ₹1.52 Cr | Reverse Repo | Debt Others | |
| Can Fin Homes Ltd | 15 Sept 2026 | 3.09% | 100 | ₹1.00 Cr | Corporate Debts | Debt Others |
Funds in the same category by AUM
You can invest in Sundaram Medium Term Fund - Direct (G) through a lump sum investment or a monthly SIP. The minimum lump sum investment is ₹5,000 and the minimum SIP amount is ₹250.
The latest NAV of Sundaram Medium Term Fund - Direct (G) is ₹80.57.
Sundaram Medium Term Fund - Direct (G) manages assets worth ₹32.41 Cr.
The expense ratio of Sundaram Medium Term Fund - Direct (G) is 1.17%.
The exit load applicable on Sundaram Medium Term Fund - Direct (G) is Nil..
As per the riskometer, Sundaram Medium Term Fund - Direct (G) carries Moderate risk.
Sundaram Medium Term Fund - Direct (G) is managed by Sundaram Mutual Fund.
Sundaram Medium Term Fund - Direct (G) belongs to the Medium Term Fund category.
Sundaram Medium Term Fund - Direct (G) is benchmarked against the NIFTY Medium Duration Debt Index A-III.
Sundaram Medium Term Fund - Direct (G) has no lock-in period, so units can be redeemed at any time subject to the applicable exit load.
Sundaram Medium Term Fund - Direct (G) was launched on 02 Jan 2013.
After the initial investment, you can invest in Sundaram Medium Term Fund - Direct (G) in further multiples of ₹500.
To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments.
To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments.
02 Jan 2013
₹32.41 Cr
₹80.57
₹250
₹5,000
Moderate
1.17%
0.59
0.07
0.43
0.46
0.57
0.05
—
Nil.
This fund has Moderate risk.
Returns over a year are annualised (per year, compounded).
Calendar year return from the first period shown through each year.
| Company | Watchlist | Sector | Activity | Investment Date | % Holding | Market Value | Shares | Asset Type | Rating |
|---|---|---|---|---|---|---|---|---|---|
| GSEC2031 | Govt. Securities | Bought | 15 Sept 2026 | 6.11% | ₹1.98 Cr | 2,00,000 | Govt. Securities | Sovereign | |
 Bajaj Housing Finan... | Finance - Housing... | Bought | 31 Aug 2026 | 1.51% | ₹0.49 Cr | 50 | Corporate Debts | AAA | |
| GSEC2031 | Govt. Securities | Bought | 15 Aug 2026 | 14.88% | ₹5.00 Cr | 5,00,000 | Govt. Securities | Sovereign | |
 Muthoot Finance Ltd | Finance - Large | Sold | 15 Aug 2026 | 4.47% | ₹1.50 Cr | 150 | Corporate Debts | AA+ | |
| Godrej Industries Ltd | Chemicals - Organ... | Sold | 15 Aug 2026 | 2.98% | ₹1.00 Cr | 100 | Corporate Debts | AA+ | |
| Tamil Nadu 2029 | Govt. Securities | Sold | 31 Jul 2026 | 14.98% | ₹5.02 Cr | 5,00,000 | Govt. Securities | Sovereign |
| Fund | 1Y | 3Y | Expense Ratio | Fund Size | Alpha | Sharpe | Risk | |
|---|---|---|---|---|---|---|---|---|
 HDFC Medium Term Fund - Direc... | 6.46% | 7.80% | 0.70% | ₹3,567.85 Cr | 2.33 | 1.51 | Moderately High | |
 Bandhan Medium Term Fund - Di... | 5.79% | 7.42% | 0.66% | ₹1,245.93 Cr | 1.90 | 1.10 | Moderate | |
 HSBC Medium Term Fund - Direc... | 5.38% | 7.65% | 0.41% | ₹682.73 Cr | 2.21 | 1.43 | Moderate | |
 DSP Medium Term Fund - Direct... | 4.48% | 7.08% | 0.41% | ₹249.61 Cr | 1.77 | 1.04 | Moderate | |
 Invesco India Medium Term Fun... | 4.69% | 7.08% | 0.32% | ₹131.84 Cr | 1.70 | 1.00 | Moderate | |
 UTI-Medium Term Fund - Direct... | 4.59% | 6.77% | 0.87% | ₹36.17 Cr | 1.47 | 0.96 | Moderate | |
| Sundaram Medium Term Fund - D... | 3.48% | 5.89% | 1.17% | ₹32.41 Cr | 0.59 | 0.43 | Moderate |
Funds in the same category by AUM
| Fund | Watchlist | AMC | NAV | Fund Size | Expense Ratio | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|---|---|
 SBI Medium Term Fund - Di... | SBI Mutual Fund | ₹59.68 | ₹6,434.94 Cr | 0.72% | 6.55% | 7.73% | 6.79% | |
 ICICI Pru Medium Term Fun... | ICICI Prudential Mutual Fund | ₹53.75 | ₹5,360.30 Cr | 0.73% | 7.29% | 8.38% | 7.34% | |
| HDFC Medium Term Fund - D... | HDFC Mutual Fund | ₹65.95 | ₹3,567.85 Cr | 0.70% | 6.46% | 7.80% | 6.73% | |
 Aditya Birla SL Medium Te... | Aditya Birla Sun Life Mutua... | ₹48.03 | ₹3,357.69 Cr | 0.83% | 8.93% | 10.49% | 12.65% | |
 AXIS Medium Term Fund - D... | Axis Mutual Fund | ₹33.32 | ₹2,101.97 Cr | 0.72% | 6.50% | 8.27% | 7.28% | |
| Sundaram Medium Term Fund... | Sundaram Mutual Fund | ₹80.57 | ₹32.41 Cr | 1.17% | 3.48% | 5.89% | 4.82% |