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Sundaram Mutual FundFormerly Super Institutional PlanBonus

Sundaram Medium Term Bond Fund -Institutional Plan - Bonus Option

Scheme code #100611 · 105556;INF903J01JO9;INF903J01EQ5;Sundaram Low Duration Fund Regular Weekly Dividend

₹14.0397
Latest NAV
09-12-2015
0.04%
Day change
₹14.1612
52-week high
₹13.2845
52-week low
NAV history
Returns
1 month-0.24%
3 months1.22%
6 months3.28%
1 year (absolute)5.18%
3 years (absolute)24.91%
5 years (absolute)-4.80%
1Y CAGR5.19%
3Y CAGR7.69%
5Y CAGR-0.98%
Since inception CAGR2.44%
Risk metrics
Volatility (1Y, annualized σ)3.08%
Volatility (3Y, annualized σ)4.61%
Max drawdown (1Y)-1.69%
Max drawdown (3Y)-8.44%
Max drawdown (all time)-35.05%
Sharpe ratio (1Y, rf=6%)-0.24
Sharpe ratio (3Y, rf=6%)0.38
Scheme metadata
Fund houseSundaram Mutual Fund
Scheme type105556;INF903J01JO9;INF903J01EQ5;Sundaram Low Duration Fund Regular Weekly Dividend
Scheme categoryFormerly Super Institutional Plan
Plan
OptionBonus
ISIN (Growth)
ISIN (Div reinvest)
AMC codeS
Scheme code100611
Earliest NAV date03-04-2006
Total NAV observations2,340
History last refreshed2026-08-30 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.