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Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Growth
★★★★★ monitor_heart Health Score: 35/100 · WeakSundaram Mutual Fund · Debt · Medium Duration
₹80.59
AUM: ₹34 Cr
NAV updated 7 days ago
Plan
Direct
Option
Growth
Risk
Moderate to High
Expense Ratio
1.17%
Exit Load
Nil
Fund Manager
Dwijendra Srivastava, Sandeep Agarwal
Inception
Jan 2013
Benchmark
NIFTY Medium Duration Debt Index A-III
Sharpe Ratio
-1.49
Std Dev (1Y)
1.5%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.7%
3m
+1.75%
6m
+2.53%
1y
+3.95%
3y
+6.15%
5y
+5.12%
10y
+6.11%
since inception
+6.74%
rate_review 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 1.17%, the expense ratio runs 70% above the Medium Duration category average of 0.69%. 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 -1.49 — 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 1.5% is on the lower side, 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.
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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 ₹80.59. NAV is updated every business day after market close by AMFI.
1Y: 3.95% · 3Y CAGR: 6.15% · 5Y CAGR: 5.12%
The expense ratio is 1.17% per annum — the annual fee deducted from your investment to cover fund management costs.
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 a Moderate to High risk fund. 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.
The Assets Under Management (AUM) of Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Growth is ₹35 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.