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Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Growth
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 1/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 35/100 · Weak
How this score is calculated
- Star rating (35%)1/5
- 3Y CAGR (30%)6.08%
- Expense ratio (20%)1.16%
- AUM (15%)₹33 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Sundaram Mutual Fund · Debt · Medium Duration
₹80.74
AUM: ₹32 Cr
NAV updated 12 days ago
Plan
Direct
Option
Growth
Risk
Moderate to High
Expense Ratio
1.16%
Exit Load
Nil
Fund Manager
Dwijendra Srivastava, Sandeep Agarwal
Inception
Jan 2013
Benchmark
NIFTY Medium Duration Debt Index A-III
Sharpe Ratio
-1.59
Std Dev (1Y)
1.45%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.26%
3m
+1.06%
6m
+1.73%
1y
+3.94%
3y
+6.08%
5y
+4.9%
10y
+5.83%
since inception
+6.67%
TopFund's Take on Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Growth
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Growth lags behind most of its peers in the Medium Duration category, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 35/100.
Cost: At 1.16%, the expense ratio runs 49% above the Medium Duration category average of 0.78%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.59 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 1.45% is on the lower side for a Medium Duration fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Growth
The current NAV (Net Asset Value) of Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Growth is ₹80.74. NAV is updated every business day after market close by AMFI.
1Y: 3.94% · 3Y CAGR: 6.08% · 5Y CAGR: 4.9%
The expense ratio of Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Growth is 1.16% per annum. This is the annual fee charged by the fund to manage your investment.
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Growth is managed by Dwijendra Srivastava, Sandeep Agarwal at Sundaram Mutual Fund.
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Growth is classified as a Moderate to High risk fund. It is suitable for investors with a moderate risk appetite.
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Growth is a Medium Duration fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Growth is ₹33 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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