Sundaram Mutual FundIncome/Debt Oriented Schemes - Medium Term FundRegularIDCW

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

Scheme code #100602 · Open Ended Schemes

₹13.2248

Latest NAV

28-08-2026

-0.09%

Day change

₹13.4761

52-week high

₹13.0505

52-week low

NAV history

Returns

1 month	-0.05%
3 months	0.90%
6 months	-0.08%
1 year (absolute)	-1.04%
3 years (absolute)	5.33%
5 years (absolute)	7.13%
1Y CAGR	-1.04%
3Y CAGR	1.75%
5Y CAGR	1.39%
Since inception CAGR	1.31%

Risk metrics

Volatility (1Y, annualized σ)	2.83%
Volatility (3Y, annualized σ)	2.29%
Max drawdown (1Y)	-3.16%
Max drawdown (3Y)	-4.00%
Max drawdown (all time)	-22.74%
Sharpe ratio (1Y, rf=6%)	-2.50
Sharpe ratio (3Y, rf=6%)	-1.83

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Income/Debt Oriented Schemes - Medium Term Fund
Plan	Regular
Option	IDCW
ISIN (Growth)	INF903J01FR0
ISIN (Div reinvest)	INF903J01FU4
AMC code	S
Scheme code	100602
Earliest NAV date	03-04-2006
Total NAV observations	4,932
History last refreshed	2026-08-30 12:44:19 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.