Sundaram Mutual FundDebt Scheme - Medium Duration FundGrowth

Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Institutional Plan - Growth

Scheme code #100608 · Open Ended Schemes

₹75.2476

Latest NAV

07-01-2025

0.07%

Day change

₹75.2476

52-week high

₹70.7658

52-week low

NAV history

Returns

1 month	0.36%
3 months	1.36%
6 months	3.29%
1 year (absolute)	6.47%
3 years (absolute)	13.05%
5 years (absolute)	21.83%
1Y CAGR	6.42%
3Y CAGR	4.17%
5Y CAGR	4.03%
Since inception CAGR	6.95%

Risk metrics

Volatility (1Y, annualized σ)	1.05%
Volatility (3Y, annualized σ)	1.64%
Max drawdown (1Y)	-0.29%
Max drawdown (3Y)	-2.59%
Max drawdown (all time)	-8.45%
Sharpe ratio (1Y, rf=6%)	0.43
Sharpe ratio (3Y, rf=6%)	-1.06

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Debt Scheme - Medium Duration Fund
Plan	—
Option	Growth
ISIN (Growth)	INF903J01FY6
ISIN (Div reinvest)	—
AMC code	S
Scheme code	100608
Earliest NAV date	08-12-2008
Total NAV observations	3,878
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.