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

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

Sundaram · Medium Duration
Moderate
₹13.59
Current NAV
27 Jun 2025
19.6%
1Y Return
23.6%
3Y CAGR
20.6%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.96).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.96).
  • Very large asset base (AUM: ₹24,510 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.36%) 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
1.96
Sharpe Ratio
1.56
Beta
4.96
Alpha
2.67
Sortino
Fund Details
Fund House Sundaram
Category Medium Duration
AUM ₹24510 Cr
Expense Ratio 2.36%
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%