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OmniAsset › Mutual funds › Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)

Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)

Medium Duration fund benchmarked to NIFTY Medium Duration Debt Index A-III. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202671.6216
CategoryMedium Duration
PlanRegular · Growth
Launched16 Oct 1997
Risk labelthe scheme's own riskometerModerate
Legal benchmarkSEBI Tier-1NIFTY Medium Duration Debt Index A-III
Expense ratiodirect plan, a year1.90%
AUM₹28.1 Cr
Growth of ₹10,000₹12,1662 Sep 2021 to 2 Sep 2026
₹12,211₹11,606₹11,001₹10,396₹9,792Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹12,166 (+4.0% a year) Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)

Performance (trailing, annualised)

1Y annualised3.57%
3Y annualised5.17%
5Y annualised4.00%
10Y annualised4.94%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,22,1583.34%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,86,0764.59%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,75,8754.71%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20211.67%
Calendar 20220.66%
Calendar 20235.47%
Calendar 20246.20%
Calendar 20255.67%

Rolling returns

Rolling 1Y · average997 windows since 5 Apr 20076.13%
Rolling 1Y · median5.84%
Rolling 1Y · worst window-1.13%
Rolling 1Y · best window15.29%
Rolling 1Y · windows positive98%
Rolling 3Y · average894 windows since 6 Apr 20096.16%
Rolling 3Y · median6.12%
Rolling 3Y · worst window2.19%
Rolling 3Y · best window10.72%
Rolling 3Y · windows positive100%
Rolling 5Y · average791 windows since 5 Apr 20116.25%
Rolling 5Y · median6.52%
Rolling 5Y · worst window3.73%
Rolling 5Y · best window9.67%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)1.29%
Downside deviation (3Y)0.75%
Maximum drawdown-1.09%

Management

Fund managerMr. Sandeep Agarwal, Mr. Kumaresh Ramakrishnan
Managing since1 Jul 2010

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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