Overview / Mutual Fund Discovery / Open Ended Schemes ( Income/Debt Oriented Schemes - Medium Term Fund ) / AMFI 100604

Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan -Growth

Sundaram Mutual Fund • Open Ended Schemes ( Income/Debt Oriented Schemes - Medium Term Fund ) • Regular Plan • Bonus

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

Latest NAV (2025-06-27)
₹23.6242
AMFI Code / ISIN
100604 / INF903J01FX8
Category Peer Standing
#57 of 149 ranked peers in Open Ended Schemes ( Income/Debt Oriented Schemes - Medium Term Fund ) by 3Y Sortino
Historical Track
2006-04-03 to 2025-06-27 (4,664 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
+7.41% p.a.
3Y CAGR
+6.06% p.a.
5Y CAGR
+4.17% p.a.
10Y CAGR
+5.70% p.a.
Since Inception CAGR
+3.81% p.a.
Sortino Ratio (3Y)
-0.46
Sharpe Ratio (3Y)
-0.32
Calmar Ratio
0.17
Annualized Volatility (3Y)
+1.38%
Maximum Drawdown
-35.05%
1Y / 3Y / 5Y Rolling Mean CAGR
+4.07% / +3.52% / +3.30%

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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