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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 202680.7266
CategoryMedium Duration
PlanDirect · Growth
Launched16 Oct 1997
Risk labelthe scheme's own riskometerModerate
Legal benchmarkSEBI Tier-1NIFTY Medium Duration Debt Index A-III
Expense ratiodirect plan, a year1.16%
AUM₹2.68 Cr
Growth of ₹10,000₹12,7162 Sep 2021 to 2 Sep 2026
₹12,757₹12,032₹11,307₹10,582₹9,858Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹12,716 (+4.9% a year) Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)

Performance (trailing, annualised)

1Y annualised4.41%
3Y annualised6.07%
5Y annualised4.92%
10Y annualised5.89%

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 ₹1,22,6904.17%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,91,1725.46%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,91,2685.60%

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

Calendar years

Calendar 20212.72%
Calendar 20221.67%
Calendar 20236.34%
Calendar 20247.16%
Calendar 20256.52%

Rolling returns

Rolling 1Y · average649 windows since 7 Jan 20146.79%
Rolling 1Y · median6.76%
Rolling 1Y · worst window-0.14%
Rolling 1Y · best window16.45%
Rolling 1Y · windows positive100%
Rolling 3Y · average548 windows since 4 Jan 20166.66%
Rolling 3Y · median6.92%
Rolling 3Y · worst window3.19%
Rolling 3Y · best window11.37%
Rolling 3Y · windows positive100%
Rolling 5Y · average446 windows since 2 Jan 20186.47%
Rolling 5Y · median5.82%
Rolling 5Y · worst window4.69%
Rolling 5Y · best window9.10%
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)0.73%
Maximum drawdown-1.03%

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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