← Sundaram Mutual Fund
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth
Open Ended Schemes(Debt Scheme - Medium Duration Fund)Moderate Risk★★★★★ISIN INF903J01FQ2
NAV · 06-Jul-2026
₹71.6745
1M
+1.54%
6M
+1.91%
1Y (CAGR)
+3.24%
3Y (CAGR)
+5.34%
5Y (CAGR)
+4.24%
Since inception (CAGR)
+6.03%
NAV history
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Risk & SIP analytics
Q2 · 3Y in categoryVolatility (3y)
1.27%
Downside dev (3y)
0.88%
Max drawdown (3y)
-1.1%
Sharpe (3y)
-0.91
SIP XIRR (3y)
+5.13%
SIP XIRR (5y)
+5.01%
Calendar-year returns
2020 +6.3%2021 +1.7%2022 +0.7%2023 +5.5%2024 +6.2%2025 +5.7%
Fund facts
Fund managerKumaresh Ramakrishnan · Sandeep Agarwal
AUM₹346 Cr
TER · AMFI officialDirect 1.17% · Regular 1.86% (2026-06-30)
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
scheme documents ↗