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 INF903J01FS8

NAV · 27-Jun-2025

₹13.5927

-0.23%

+1.06%

1Y (CAGR)

+3.05%

3Y (CAGR)

+3.43%

5Y (CAGR)

+1.37%

Since inception (CAGR)

+1.48%

NAV history

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Q3 · 3Y in category

Volatility (3y)

2.61%

Downside dev (3y)

3.63%

Max drawdown (3y)

-3.0%

Sharpe (3y)

-1.18

SIP XIRR (3y)

+3.22%

SIP XIRR (5y)

+2.41%

Calendar-year returns

2019 +3.0%2020 +1.4%2021 -1.9%2022 -0.6%2023 +4.3%2024 +3.8%

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