Sundaram Medium Term Fund · Regular · Growth
NAV
₹71.5264
as of 13 Nov 2026
Expense Ratio
—
see scheme documents
AUM
₹33 Cr
Lumpsum returns (CAGR)
- 1Y
- +1.99%
- 3Y
- +4.93%
- 5Y
- +3.94%
- Since Inception
- +7.04%
SIP returns (XIRR)
- 1Y
- +2.12%
- 3Y
- +3.88%
- 5Y
- +4.35%
- Since Inception
- +6.05%
What history actually did — last 10 years (Nov 2016 – Nov 2026)
A ₹5,000 monthly SIP for the last 10 years (Nov 2016 – Nov 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹7,46,606 today — ₹6,00,000 invested, 4.3% XIRR.
₹6,00,000
Invested
₹7,46,606
Value today
4.3%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Nov 2016 – Nov 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹1,56,719 today (4.6% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Nov 2016 would still hold ₹8,20,580.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Nov 2016 – Nov 2026) (22 Mar 2020) would be ₹1,34,781 today (1.35×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised-2.68
Sharpe Ratio
—
Alpha
—
Beta
-2.63
Sortino
1.46%
Std Dev
-1.34%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 16.53% Tamil Nadu State Development Loan 06/01/203117.92%
- 26.48% Central Government Securities 06/10/203517.69%
- 36.36% Central Government Securities 16/02/203112.11%
- 4Cholamandalam Investment And Finance Company Ltd - 7.38% - 28/05/2027**6.14%
- 5Small Industries Development Bank Of India - 7.42% - 12/03/2029**6.11%
- 6National Bank For Agriculture & Rural Development - 7.01% - 16/03/2029**6.06%
- 7Rec Ltd - 7.28% - 31/08/2029**4.57%
- 8Can Fin Homes Ltd - 8.09% - 04/01/2027**3.09%
- 9360 One Prime Ltd - 8.95% - 04/06/2027**3.09%
- 10Power Finance Corporation Ltd - 6.96% - 02/03/2028**3.06%
What this fund does
Sundaram Medium Term Fund · Regular · Growth by Sundaram Mutual Fund is a Medium Term fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Medium Term category.
About This Fund
Sundaram Medium Term Fund · Regular · Growth is a Medium Term mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 28 years. It manages assets worth ₹33.2 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Medium Duration Debt Index.