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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
₹27.12
Current NAV
04 Nov 2026
-0.2%
1Y Return
3.2%
3Y CAGR
2.9%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.77%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.07).
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
  • Smaller AUM (₹120 Cr) which might lead to higher tracking errors or expense adjustments.
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
0.57
Sharpe Ratio
0.47
Beta
5.07
Alpha
0.67
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Fund Details
Fund House Sundaram
Category Medium Duration
AUM ₹120 Cr
Expense Ratio 0.77%
Min SIP ₹500
Min Lumpsum ₹1000
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