Sundaram Medium Duration Fund (Formerly Known As Sundaram Medium Term Bond Fund) Direct Plan

Medium DurationDebt Rank 15 of 15

NAV · Direct-Growth

₹80.92-0.04-0.05%

As of 18 Aug 2026 · AMFI

NAV growth+4.6%

Aug ’25Aug ’26

Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 12 of 12 years

Trails its Medium Duration category on 1Y, 3Y & 5Y.

1Y return

+4.6%

-2.1 vs cat

3Y CAGR

+6.3%

-4.7 vs cat

5Y CAGR

+5.1%

-3.6 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

1.6%

3Y std dev

Go deeper on Sundaram Medium Duration Fund (Formerly Known As Sundaram Medium Term Bond Fund) Direct Plan

Two data-only views, computed from this fund's real NAV history — no projections.

Sundaram Medium Duration Fund (Formerly Known As Sundaram Medium Term Bond Fund) Direct Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram Medium Duration Fund (Formerly Known As Sundaram Medium Term Bond Fund) Direct Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan is a Medium Duration scheme from Sundaram. Long-run track record: about 5.1% CAGR over 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF903J01PO6

NAV (Direct-Growth)

₹80.9246

Last 1Y

+4.60%

Aug 25Min ₹77.21 · Max ₹81.07 · 243 ptsAug 26

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.04%	+0.03%	12/ 15
1M	+0.35%	+0.60%	14/ 15
3M	+2.46%	+3.15%	14/ 15
6M	+2.21%	+3.31%	14/ 15
YTD	+2.75%	+4.20%	14/ 15
1Y	+4.60%	+6.71%	14/ 15
2Y	+5.87%	+12.85%	15/ 15
3Y	+6.29%	+11.03%	15/ 15
5Y	+5.07%	+8.63%	15/ 15
7Y	+5.24%	+7.93%	12/ 14
10Y	+5.95%	+7.54%	12/ 14

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