NAV
₹71.1545
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Viewing Regular · Growth
Lumpsum returns (CAGR)
- 1Y
- +2.70%
- 3Y
- +5.09%
- 5Y
- +4.07%
- Since Inception
- +7.13%
SIP returns (XIRR)
- 1Y
- +3.28%
- 3Y
- +4.88%
- 5Y
- +4.77%
- Since Inception
- +6.16%
Risk Metrics
Trailing 1 year, annualised-1.07
Sharpe Ratio
—
Alpha
—
Beta
-1.11
Sortino
1.41%
Std Dev
-1.09%
Max Drawdown
Performance Comparison
Thinking about Sundaram Medium Duration Fund · Regular · Growth?
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Fund Details
Fund HouseSundaram Mutual Fund
CategoryMedium Duration
Launch Date18 Dec 1997
AMFI Code100603
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹100
Available transactions
PurchaseSIPRedeemSWPSwitchSTPDemat
Investment Objective
Sundaram Medium Duration Fund · Regular · 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 · Regular · 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