Sundaram Mutual FundMedium DurationDirect plan, growth

Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)

Compare medium duration funds Compare with others

NAV: ₹80.74; —11 Sept 2026
AUM (₹ Cr): 34; Average, April - June 2026
Expense ratio: 1.16%; Regular 1.90%
Risk: —; SEBI riskometer

1Y return: 3.9%-2.4%; Category 6.4%
3Y CAGR: 6.1%-1.9%; Category 8.0%
5Y CAGR: 4.9%-2.2%; Category 7.1%

Loading NAV history…

Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily NAVs. Risk-free rate 6.5% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
Fund	-0.3%	+1.0%	+1.8%	+2.5%	+3.9%	+6.1%	+4.9%	+5.8%	+6.7%
Benchmark	—	—	—	—	—	—	—	—	—
Medium Duration average	-0.1%	1.7%	3.2%	4.3%	6.4%	8.0%	7.1%	7.0%	7.6%
Difference	—	—	—	—	—	—	—	—	—

Portfolio

Fund details

Fund house: Sundaram Mutual Fund
Category: Debt · Medium Duration
Benchmark: —
Launch date: 3 Apr 2006 (20.4 years)
Structure: Open Ended
Plans and options: Direct Growth, Regular Growth
Fund manager: Kumaresh Ramakrishnan
Minimum SIP: ₹250
Minimum lumpsum: ₹5,000 (then ₹500)
Exit load: None
Lock-in: None
Expense ratio as of: 9 Sept 2026
AUM period: April - June 2026
ISIN, Direct Growth: INF903J01PO6
ISIN, Regular Growth: INF903J01FQ2
Scheme code: 119675, 100603

NAV and returns as of 11 Sept 2026; returns are for the direct plan, growth option, before entry or exit costs. Not investment advice.

Other medium duration funds

Other funds in the Medium Duration category.

Compare medium duration funds