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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
₹13.19
Current NAV
04 Nov 2026
-1.0%
1Y Return
1.7%
3Y CAGR
1.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.87%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.67).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.67).
  • Very large asset base (AUM: ₹19,720 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • 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
1.67
Sharpe Ratio
1.27
Beta
4.67
Alpha
2.29
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Fund Details
Fund House Sundaram
Category Medium Duration
AUM ₹19720 Cr
Expense Ratio 0.87%
Min SIP ₹500
Min Lumpsum ₹1000
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