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Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan-Income Distribution cum Capital Withdrawal(IDCW)
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 27/100 · Weak
How this score is calculated
- Star rating (35%)1/5
- 3Y CAGR (30%)1.8%
- Expense ratio (20%)1.17%
- AUM (15%)₹35 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Sundaram Mutual Fund · Income/Debt Oriented · Medium Term Fund
₹13.2
AUM: ₹34 Cr
NAV updated 5 days ago
Plan
Regular
Option
Idcw
Risk
Moderate
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
-2.9
Std Dev (1Y)
2.86%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.43%
3m
-0.32%
6m
-0.2%
1y
-1.61%
3y
+1.8%
5y
+1.23%
10y
+1.0%
since inception
+1.29%
TopFund's Take on Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan-Income Distribution cum Capital Withdrawal(IDCW)
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan-Income Distribution cum Capital Withdrawal(IDCW) lags behind most of its peers in the Medium Term Fund category, currently carrying a 1-star rating. Returns have been soft relative to what the category has offered — worth checking if this is a temporary phase or a longer pattern. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 27/100.
Cost: At 1.17%, the expense ratio runs 58% above the Medium Term Fund category average of 0.74%. 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 -2.9 — 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 2.86% is on the lower side for a Medium Term Fund fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Income/Debt Oriented 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.
Sector Allocation
Asset Allocation
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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) Regular 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) Regular Plan-Income Distribution cum Capital Withdrawal(IDCW) is ₹13.2. NAV is updated every business day after market close by AMFI.
1Y: -1.61% · 3Y CAGR: 1.8% · 5Y CAGR: 1.23%
The expense ratio of Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan-Income Distribution cum Capital Withdrawal(IDCW) is 1.17% 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) Regular 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) Regular Plan-Income Distribution cum Capital Withdrawal(IDCW) is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan-Income Distribution cum Capital Withdrawal(IDCW) is a Medium Term Fund 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) Regular 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) Regular Plan-Income Distribution cum Capital Withdrawal(IDCW) is ₹35 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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