Medium Durationregulargrowth
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Institutional Plan - Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.15%
1 Month+0.36%
3 Months+1.24%
6 Months+3.21%
1 Year+6.33%
3 Years (CAGR)+4.17%
5 Years (CAGR)+4.00%
10 Years (CAGR)+5.49%
Since Inception (Jun 2006)+6.95%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+6.14%
3 Year SIP+5.45%
5 Year SIP+4.37%
Since Inception (Jun 2006)+5.93%
Fund Details
Fund HouseSundaram Mutual Fund
CategoryMedium Duration
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date19 Jun 2006
AMFI Code100608
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Institutional Plan - Growth by Sundaram Mutual Fund is a Medium Duration 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 Duration category.
About This Fund
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Institutional Plan - Growth is a Medium Duration mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 19 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations