← Sundaram Mutual Fund
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Growth
Open Ended Schemes(Debt Scheme - Medium Duration Fund)Moderate Risk★★★★★ISIN INF903J01PO6
NAV · 06-Jul-2026
₹80.6938
1M
+1.60%
6M
+2.36%
1Y (CAGR)
+4.08%
3Y (CAGR)
+6.26%
5Y (CAGR)
+5.18%
Since inception (CAGR)
+6.76%
NAV history
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Risk & SIP analytics
Q2 · 3Y in categoryVolatility (3y)
1.28%
Downside dev (3y)
0.87%
Max drawdown (3y)
-1.0%
Sharpe (3y)
-0.19
SIP XIRR (3y)
+6.02%
SIP XIRR (5y)
+5.92%
Calendar-year returns
2020 +7.3%2021 +2.7%2022 +1.7%2023 +6.3%2024 +7.2%2025 +6.5%
Fund facts
Fund managerKumaresh Ramakrishnan · Sandeep Agarwal
AUM₹346 Cr
Expense ratio1.17% · 2026-05-31
TER · AMFI officialDirect 1.17% · Regular 1.86% (2026-06-30)
Launch date16-Oct-1997
Plan typeOpen Ended · Debt
Min lumpsum₹5,000
Min SIP₹250
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 ↗