Overview / Mutual Fund Discovery / Open Ended Schemes ( Income/Debt Oriented Schemes - Medium Term Fund ) / AMFI 119676

Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan -Income Distribution cum Capital Withdrawal (IDCW)

Sundaram Mutual Fund • Open Ended Schemes ( Income/Debt Oriented Schemes - Medium Term Fund ) • Direct 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)
₹15.6036
AMFI Code / ISIN
119676 / INF903J01PH0
Category Peer Standing
#52 of 149 ranked peers in Open Ended Schemes ( Income/Debt Oriented Schemes - Medium Term Fund ) by 3Y Sortino
Historical Track
2013-01-03 to 2025-06-27 (3,012 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
+6.19% p.a.
3Y CAGR
+6.29% p.a.
5Y CAGR
+3.30% p.a.
10Y CAGR
+3.24% p.a.
Since Inception CAGR
+2.08% p.a.
Sortino Ratio (3Y)
-0.15
Sharpe Ratio (3Y)
-0.12
Calmar Ratio
0.29
Annualized Volatility (3Y)
+1.79%
Maximum Drawdown
-21.60%
1Y / 3Y / 5Y Rolling Mean CAGR
+2.74% / +2.54% / +2.40%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

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