Overview / Mutual Fund Discovery / Open Ended Schemes ( Income/Debt Oriented Schemes - Medium Term Fund ) / AMFI 100605

Sundaram Medium Term Fund Institutional - (IDCW)

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

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

Latest NAV (2013-09-26)
₹0.0000
AMFI Code / ISIN
100605 / INF903J01FZ3
Category Peer Standing
#103 of 149 ranked peers in Open Ended Schemes ( Income/Debt Oriented Schemes - Medium Term Fund ) by 3Y Sortino
Historical Track
2006-04-03 to 2013-09-26 (1,758 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
+2.88% p.a.
3Y CAGR
-0.16% p.a.
5Y CAGR
N/A
10Y CAGR
N/A
Since Inception CAGR
+0.51% p.a.
Sortino Ratio (3Y)
-1.47
Sharpe Ratio (3Y)
-1.16
Calmar Ratio
-0.01
Annualized Volatility (3Y)
+5.75%
Maximum Drawdown
-10.51%
1Y / 3Y / 5Y Rolling Mean CAGR
-1.17% / N/A / N/A

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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