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

Sundaram · Medium Duration
Moderate
₹15.60
Current NAV
27 Jun 2025
14.6%
1Y Return
11.6%
3Y CAGR
15.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.96%.
  • Very large asset base (AUM: ₹23,810 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.76
Sharpe Ratio
1.26
Beta
-1.74
Alpha
1.03
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Fund Details
Fund House Sundaram
Category Medium Duration
AUM ₹23810 Cr
Expense Ratio 0.96%
Min SIP ₹500
Min Lumpsum ₹1000
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