MF ExpertFund research

Compare funds

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

Clear
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
Side-by-side metrics
Metric#119672
SchemeSundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
HouseSundaram Mutual Fund
CategoryIncome/Debt Oriented Schemes - Medium Term Fund
Latest NAV₹27.1439
1M return0.03%
3M return1.01%
6M return0.27%
1Y return-0.13%
3Y CAGR3.28%
5Y CAGR2.94%
Inception CAGR-2.37%
σ 1Y (annualized)2.82%
σ 3Y (annualized)2.15%
Max drawdown (all)-59.53%
Sharpe 1Y (rf=6%)-2.18
Sharpe 3Y (rf=6%)-1.22