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 INF903J01FT6

NAV · 27-Jun-2025

₹13.7426

-0.23%

+4.17%

1Y (CAGR)

+5.00%

3Y (CAGR)

+5.31%

5Y (CAGR)

+2.18%

Since inception (CAGR)

+1.49%

NAV history

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Q3 · 3Y in category

Volatility (3y)

1.89%

Downside dev (3y)

2.29%

Max drawdown (3y)

-2.4%

Sharpe (3y)

-0.63

SIP XIRR (3y)

+5.34%

SIP XIRR (5y)

+3.71%

Calendar-year returns

2019 +2.9%2020 +1.3%2021 -3.2%2022 -1.8%2023 +5.5%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