Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan -Income Distribution cum Capital Withdrawal (IDCW)
★★★★★ 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 14 days ago
Plan
Direct
Option
Idcw
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
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
+2.08%
TopFund's Take on Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan -Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan -Income Distribution cum Capital Withdrawal (IDCW) 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: Risk-adjusted return metrics (Sharpe ratio, standard deviation) require at least a year of NAV history and aren't available yet for this fund.
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 -Income Distribution cum Capital Withdrawal (IDCW)
The current NAV (Net Asset Value) of Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan -Income Distribution cum Capital Withdrawal (IDCW) 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 -Income Distribution cum Capital Withdrawal (IDCW) 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 -Income Distribution cum Capital Withdrawal (IDCW) 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 -Income Distribution cum Capital Withdrawal (IDCW) 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 -Income Distribution cum Capital Withdrawal (IDCW) 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 -Income Distribution cum Capital Withdrawal (IDCW) 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 -Income Distribution cum Capital Withdrawal (IDCW) 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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