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Sundaram Medium Duration Fund

Sundaram Mutual FundMedium Term FundActiveAs of 2026-07-31

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Holdings

17

Concentrated

Top 10 weight

85%

Concentration

Strategy

Active

Portfolio style

Equity

6%

Asset allocation

Portfolio

2Sectors7Large positions3.3%Top: ICRA AAA0.0%Cash

Market-cap allocation

Asset allocation

Equity6%

Top holdings

6.48% Central Government Securities 06/10/2035DEBT27.7%

7.00% Tamil Nadu State Government Securities - 12/03/2029DEBT15.0%

TREPSDERIVATIVE8.3%

Small Industries Development Bank of India - 7.42% - 12/03/2029**DEBT6.0%

Cholamandalam Investment and Finance Company Ltd - 7.38% - 28/05/2027**DEBT5.9%

National Bank for Agriculture & Rural Development - 7.01% - 16/03/2029**DEBT5.9%

Power Finance Corporation Ltd - 6.61% - 15/07/2028**DEBT5.9%

Muthoot Finance Ltd - 8.65% - 31/01/2028**DEBT4.5%

Can Fin Homes Ltd - 8.09% - 04/01/2027**DEBT3.0%

360 One Prime Ltd - 8.95% - 04/06/2027**DEBT3.0%

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Portfolio insights

Portfolio read

6% equity.
Large-cap exposure is 0%.
Largest equity sector is ICRA AAA at 3.3%.

Watchpoints

Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Medium Term Fund.

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Sector exposure

Showing top sectors from the current portfolio.

ICRA AA+3.0%