Overview / Mutual Fund Discovery / Open Ended Schemes ( Income/Debt Oriented Schemes - Medium Term Fund ) / AMFI 100602

Sundaram Medium Term Fund Regular Plan - (IDCW)

Sundaram Mutual Fund • Open Ended Schemes ( Income/Debt Oriented Schemes - Medium Term Fund ) • Regular Plan • IDCW (Income Distribution CUM Capital Withdrawal)

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-09)
₹13.2389
AMFI Code / ISIN
100602 / INF903J01FR0
Category Peer Standing
#120 of 149 ranked peers in Open Ended Schemes ( Income/Debt Oriented Schemes - Medium Term Fund ) by 3Y Sortino
Historical Track
2006-04-03 to 2026-11-09 (4,997 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
-0.67% p.a.
3Y CAGR
+1.77% p.a.
5Y CAGR
+1.43% p.a.
10Y CAGR
+0.96% p.a.
Since Inception CAGR
+1.30% p.a.
Sortino Ratio (3Y)
-2.27
Sharpe Ratio (3Y)
-2.10
Calmar Ratio
0.08
Annualized Volatility (3Y)
+2.26%
Maximum Drawdown
-22.74%
1Y / 3Y / 5Y Rolling Mean CAGR
+1.40% / +1.36% / +1.38%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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