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

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

Sundaram · Medium Duration
Moderate
₹71.39
Current NAV
25 Jun 2026
28.1%
1Y Return
13.1%
3Y CAGR
18.1%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Very large asset base (AUM: ₹21,960 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Medium Duration mandate.
Cons / Risks
  • Higher expense ratio (2.01%) which can affect compounding over long horizons.
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
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%