Sundaram Mutual FundIncome/Debt Oriented Schemes - Medium Term FundDirectGrowth

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

Scheme code #119675 · Open Ended Schemes

₹80.7148

Latest NAV

01-09-2026

0.01%

Day change

₹81.0672

52-week high

₹77.2728

52-week low

NAV history

Returns

1 month	0.03%
3 months	1.77%
6 months	1.80%
1 year (absolute)	4.45%
3 years (absolute)	19.34%
5 years (absolute)	27.24%
1Y CAGR	4.46%
3Y CAGR	6.07%
5Y CAGR	4.94%
Since inception CAGR	6.69%

Risk metrics

Volatility (1Y, annualized σ)	1.43%
Volatility (3Y, annualized σ)	1.29%
Max drawdown (1Y)	-1.03%
Max drawdown (3Y)	-1.03%
Max drawdown (all time)	-8.03%
Sharpe ratio (1Y, rf=6%)	-1.01
Sharpe ratio (3Y, rf=6%)	0.13

Scheme metadata

Fund house	Sundaram Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Income/Debt Oriented Schemes - Medium Term Fund
Plan	Direct
Option	Growth
ISIN (Growth)	INF903J01PO6
ISIN (Div reinvest)	—
AMC code	S
Scheme code	119675
Earliest NAV date	02-01-2013
Total NAV observations	3,297
History last refreshed	2026-09-02 14:43:14 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.