Overview / Mutual Fund Discovery / Open Ended Schemes ( Income/Debt Oriented Schemes - Medium Term Fund ) / AMFI 100611

Sundaram Medium Term Fund Institutional Bonus

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

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

Latest NAV (2015-12-09)
₹14.0397
AMFI Code / ISIN
100611 / INF903J01GF3
Category Peer Standing
#40 of 149 ranked peers in Open Ended Schemes ( Income/Debt Oriented Schemes - Medium Term Fund ) by 3Y Sortino
Historical Track
2006-04-03 to 2015-12-09 (2,355 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
+5.19% p.a.
3Y CAGR
+7.69% p.a.
5Y CAGR
-0.98% p.a.
10Y CAGR
N/A
Since Inception CAGR
+2.44% p.a.
Sortino Ratio (3Y)
0.36
Sharpe Ratio (3Y)
0.26
Calmar Ratio
0.22
Annualized Volatility (3Y)
+4.58%
Maximum Drawdown
-35.05%
1Y / 3Y / 5Y Rolling Mean CAGR
+2.90% / +0.59% / 0.00%

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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