Overview / Mutual Fund Discovery / Open Ended Schemes ( Income/Debt Oriented Schemes - Medium Term Fund ) / AMFI 100608

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

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

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

Latest NAV (2025-01-07)
₹75.2476
AMFI Code / ISIN
100608 / INF903J01FY6
Category Peer Standing
#114 of 149 ranked peers in Open Ended Schemes ( Income/Debt Oriented Schemes - Medium Term Fund ) by 3Y Sortino
Historical Track
2006-06-19 to 2025-01-07 (4,499 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
+6.42% p.a.
3Y CAGR
+4.17% p.a.
5Y CAGR
+4.03% p.a.
10Y CAGR
+5.51% p.a.
Since Inception CAGR
+6.95% p.a.
Sortino Ratio (3Y)
-1.79
Sharpe Ratio (3Y)
-1.43
Calmar Ratio
0.49
Annualized Volatility (3Y)
+1.63%
Maximum Drawdown
-8.45%
1Y / 3Y / 5Y Rolling Mean CAGR
+6.93% / +6.70% / +6.85%

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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