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

Open Ended Schemes(Debt Scheme - Medium Duration Fund)Moderate Risk★★★★★ISIN INF903J01FR0

NAV · 06-Jul-2026

₹13.3296

+1.54%

-0.37%

1Y (CAGR)

-0.56%

3Y (CAGR)

+2.12%

5Y (CAGR)

+1.70%

Since inception (CAGR)

+1.35%

NAV history

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Q3 · 3Y in category

Volatility (3y)

2.24%

Downside dev (3y)

2.91%

Max drawdown (3y)

-4.0%

Sharpe (3y)

-1.96

SIP XIRR (3y)

+1.44%

SIP XIRR (5y)

+1.88%

Calendar-year returns

2020 +1.4%2021 -2.0%2022 -0.6%2023 +3.6%2024 +3.8%2025 +2.0%

AUM₹346 Cr

Launch date16-Oct-1997

Plan typeOpen Ended · Debt

Min lumpsumRs.5000/-

Lock-inNone

Volatility2.95

AMCSundaram Asset Management Company Ltd

Objective · To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments