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Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund)
Sundaram·
Medium Duration
1Y
+3.49%
3Y
+5.90%
5Y
+4.83%
Since Inception
+4.91%
Sharpe
-1.22
Sortino
-1.31
Max Drawdown
-2.48%
Volatility
1.76%
Alpha
-0.69%
Beta
0.85
Info Ratio
-0.98
Up / Down Capture
88 / 55
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-15
AUM₹35 Cr (January - March 2026)
Expense ratio (Direct)1.17%
Minimum lumpsumRs 5,000
Minimum SIPRs 250
Risk rating-
Investment objective
Not available.
Peer rankwithin Medium Duration
1Y
#14 of 15
Top 93%
3Y CAGR
#13 of 14
Top 93%
5Y CAGR
#12 of 12
Top 100%
Sharpe
#13 of 15
Top 87%