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

Sundaram · Medium Duration
Moderate
₹71.45
Current NAV
04 Nov 2026
2.1%
1Y Return
5.0%
3Y CAGR
3.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹21,960 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Higher expense ratio (2.01%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
0.91
Sharpe Ratio
0.81
Beta
-0.59
Alpha
1.10
Sortino
Fund Details
Fund House Sundaram
Category Medium Duration
AUM ₹21960 Cr
Expense Ratio 2.01%
Min SIP ₹500
Min Lumpsum ₹1000
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