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

Sundaram · Medium Duration
Moderate
₹13.74
Current NAV
27 Jun 2025
13.6%
1Y Return
18.6%
3Y CAGR
14.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.46).
  • Very large asset base (AUM: ₹13,010 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
1.46
Sharpe Ratio
1.36
Beta
-2.04
Alpha
1.69
Sortino
Fund Details
Fund House Sundaram
Category Medium Duration
AUM ₹13010 Cr
Expense Ratio 1.76%
Min SIP ₹500
Min Lumpsum ₹1000
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