MF ExpertFund research

Compare funds

Overlay up to 5 funds. NAV values normalized to ₹100 at start of range.

Clear
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan- Half Yearly Income Distribution cum Capital Withdrawal (IDCW)
Side-by-side metrics
Metric#100609
SchemeSundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan- Half Yearly Income Distribution cum Capital Withdrawal (IDCW)
HouseSundaram Mutual Fund
CategoryDebt Scheme - Medium Duration Fund
Latest NAV₹13.5927
1M return-0.17%
3M return2.22%
6M return1.06%
1Y return3.04%
3Y CAGR3.38%
5Y CAGR1.37%
Inception CAGR1.48%
σ 1Y (annualized)3.47%
σ 3Y (annualized)2.61%
Max drawdown (all)-23.79%
Sharpe 1Y (rf=6%)-0.84
Sharpe 3Y (rf=6%)-0.97