Sundaram Mutual FundIncome/Debt Oriented Schemes - Medium Term FundRegularGrowth

Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Regular Plan - GROWTH

Scheme code #100603 · Open Ended Schemes

₹71.6493

Latest NAV

28-08-2026

-0.09%

Day change

₹71.9511

52-week high

₹69.1149

52-week low

NAV history

Returns

1 month	-0.05%
3 months	1.67%
6 months	1.44%
1 year (absolute)	3.52%
3 years (absolute)	16.47%
5 years (absolute)	22.13%
1Y CAGR	3.52%
3Y CAGR	5.21%
5Y CAGR	4.08%
Since inception CAGR	5.99%

Risk metrics

Volatility (1Y, annualized σ)	1.44%
Volatility (3Y, annualized σ)	1.28%
Max drawdown (1Y)	-1.09%
Max drawdown (3Y)	-1.09%
Max drawdown (all time)	-8.45%
Sharpe ratio (1Y, rf=6%)	-1.66
Sharpe ratio (3Y, rf=6%)	-0.54

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Income/Debt Oriented Schemes - Medium Term Fund
Plan	Regular
Option	Growth
ISIN (Growth)	INF903J01FQ2
ISIN (Div reinvest)	—
AMC code	S
Scheme code	100603
Earliest NAV date	03-04-2006
Total NAV observations	4,931
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.