Medium Durationregulargrowth
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.35%
1 Month-0.75%
3 Months-0.26%
6 Months+0.75%
1 Year+3.50%
3 Years (CAGR)+5.20%
5 Years (CAGR)+4.00%
10 Years (CAGR)+5.25%
Since Inception (Apr 2006)+6.00%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+1.84%
3 Year SIP+4.63%
5 Year SIP+4.50%
Since Inception (Apr 2006)+5.74%
Fund Details
Fund HouseSundaram Mutual Fund
CategoryMedium Duration
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Apr 2006
AMFI Code100603
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) Regular 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) Regular Plan - Growth is a Medium Duration mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 20 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