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Medium Term

Sundaram Medium Term Fund · Regular · Growth

Sundaram Mutual Fund

#13 of 13 (1Y)

NAV

₹71.4151

as of 29 Sept 2026

Expense Ratio

—

see scheme documents

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+2.59%
3Y
+5.02%
5Y
+3.89%
Since Inception
+7.07%

SIP returns (XIRR)

1Y
+2.34%
3Y
+4.17%
5Y
+4.45%
Since Inception
+6.08%

Risk Metrics

Trailing 1 year, annualised

-1.75

Sharpe Ratio

—

Alpha

—

Beta

-1.74

Sortino

1.48%

Std Dev

-1.09%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseSundaram Mutual Fund
CategoryMedium Term
Launch Date18 Dec 1997
AMFI Code100603
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹100

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

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.

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