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Medium Durationregulargrowth

Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth

Sundaram Mutual Fund

#14 of 14 (1Y)

₹70.4921

0.02 (+0.02%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹70.4921

0.02 (+0.02%)

29 May 2026

AMFI: 100603

Direct · Growth

₹₹79.3052

0.02 (+0.03%)

29 May 2026

AMFI: 119675

Regular · IDCW

₹₹13.1097

0.00 (+0.02%)

29 May 2026

AMFI: 100602

Direct · IDCW

₹₹26.8717

0.01 (+0.03%)

29 May 2026

AMFI: 119672

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.20%
1 Month-0.40%
3 Months-0.34%
6 Months+0.15%
1 Year+1.47%
3 Years (CAGR)+4.69%
5 Years (CAGR)+3.80%
10 Years (CAGR)+5.15%
Since Inception (Dec 1997)+7.10%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+1.18%
3 Year SIP+4.25%
5 Year SIP+4.36%
Since Inception (Dec 1997)+6.11%

Fund Details

Fund HouseSundaram Mutual Fund
CategoryMedium Duration
Plan Typeregular
Optiongrowth
Launch Date18 Dec 1997
AMFI Code100603

Risk Metrics

Trailing 1 year, annualised

-1.45

Sharpe Ratio

Alpha

Beta

-1.48

Sortino

1.40%

Std Dev

-1.09%

Max Drawdown

Portfolio Holdings

Holdings data not yet available for this fund.

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 28 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