NAV
₹71.4151
as of 29 Sept 2026
Expense Ratio
—
see scheme documents
Viewing Regular · Growth
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.