Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan -Income Distribution cum Capital Withdrawal (IDCW)

Open Ended Schemes(Debt Scheme - Medium Duration Fund)Moderate Risk★★★★★ISIN INF903J01PH0

NAV · 27-Jun-2025

₹15.6036

-0.17%

+4.61%

1Y (CAGR)

+6.19%

3Y (CAGR)

+6.34%

5Y (CAGR)

+3.30%

Since inception (CAGR)

+Infinity%

NAV history

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Q2 · 3Y in category

Volatility (3y)

1.79%

Downside dev (3y)

2.08%

Max drawdown (3y)

-2.1%

Sharpe (3y)

-0.09

SIP XIRR (3y)

+6.40%

SIP XIRR (5y)

+4.77%

Calendar-year returns

2019 +4.0%2020 +2.5%2021 -1.8%2022 -0.6%2023 +6.3%2024 +5.0%

AUM₹346 Cr

Expense ratio1.17% · 2026-05-31

Launch date16-Oct-1997

Plan typeOpen Ended · Debt

Min lumpsum₹5,000

Min SIP₹250

Lock-inNone

Volatility6.53

AMCSundaram Asset Management Company Ltd

Objective · To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments