Home› Funds› Sundaram Medium Duration Fund (Formerly Known as S

Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Growth

Sundaram · Medium Duration
Moderate
₹80.36
Current NAV
25 Jun 2026
18.0%
1Y Return
13.0%
3Y CAGR
19.0%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.8%.
  • Generates significant excess returns relative to benchmark index (Alpha: 6.40).
  • Very large asset base (AUM: ₹19,450 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.90
Sharpe Ratio
1.40
Beta
6.40
Alpha
1.08
Sortino
Fund Details
Fund House Sundaram
Category Medium Duration
AUM ₹19450 Cr
Expense Ratio 0.80%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Medium Duration
ICICI Prudential Medium Term Bond Fund - Direct Plan - Half Yearly IDCW
ICICI Prudential
₹11.13 31.8%
ICICI Prudential Medium Term Bond Fund Plan B - Quarterly Dividend
ICICI Prudential
₹10.60 31.7%
Bandhan Medium Duration Fund - Direct Plan - Daily IDCW
Bandhan
₹10.42 31.6%
SBI MEDIUM DURATION FUND - REGULAR PLAN - GROWTH
SBI
₹54.22 31.5%