OriginFunds
← Sundaram Mutual Fund

Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Institutional Plan - Growth

Open Ended Schemes(Debt Scheme - Medium Duration Fund)ISIN INF903J01FY6
NAV · 07-Jan-2025
₹75.2476
1M
+0.36%
6M
+3.21%
1Y (CAGR)
+6.34%
3Y (CAGR)
+4.17%
5Y (CAGR)
+4.01%
Since inception (CAGR)
+Infinity%

NAV history

67.3770.2073.0210-01-202207-01-2025₹75.25
 hover for values

Risk & SIP analytics

Q3 · 3Y in category
Volatility (3y)
1.64%
Downside dev (3y)
1.47%
Max drawdown (3y)
-2.6%
Sharpe (3y)
-1.42
SIP XIRR (3y)
+5.60%
SIP XIRR (5y)
+4.42%
Calendar-year returns
2019 +8.1%2020 +6.3%2021 +1.7%2022 +0.6%2023 +5.5%2024 +6.2%

Fund facts

Launch date16-Oct-1997
Min lumpsumRs.5000/-
AMCSundaram Asset Management Company Ltd