Overview / Mutual Fund Discovery / Open Ended Schemes ( Income/Debt Oriented Schemes - Medium Term Fund ) / AMFI 100609

Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan- Income Distribution cum Capital Withdrawal(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 (2025-06-27)
₹13.5927
AMFI Code / ISIN
100609 / INF903J01FS8
Category Peer Standing
#100 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
+3.05% p.a.
3Y CAGR
+3.38% p.a.
5Y CAGR
+1.37% p.a.
10Y CAGR
+2.03% p.a.
Since Inception CAGR
+1.48% p.a.
Sortino Ratio (3Y)
-1.30
Sharpe Ratio (3Y)
-1.20
Calmar Ratio
0.14
Annualized Volatility (3Y)
+2.59%
Maximum Drawdown
-23.79%
1Y / 3Y / 5Y Rolling Mean CAGR
+1.55% / +1.39% / +1.47%

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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