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

Medium DurationDebt

NAV · Regular-Growth

—+0.05+0.07%

As of — · AMFI

NAV growth+6.3%

Jan ’24Jan ’25

Arthkar verdictSolid on the numbers

Consistency

Strong

positive in 12 of 12 years

Go deeper on Sundaram Medium Duration Fund (Formerly Known As Sundaram Medium Term Bond Fund) Institutional 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) Institutional 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) Institutional 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) Institutional Plan is a Medium Duration scheme from Sundaram. Worst historical drawdown: -100% in Jun 2006, recovered in 30 months.

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

NAV history

Showing Regular · Growth · INF903J01FY6

NAV (Direct-Growth)

₹75.2476

Last 1Y

+6.33%

Jan 24Min ₹70.77 · Max ₹75.25 · 241 ptsJan 25

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Jun 2006

-100.0%

Peak ₹21.72 on 20 Apr 2004 → trough ₹0.00 on 19 Jun 2006 (26 months down).

Recovered in 30 months· 8 Dec 2008

Mar 2009

-100.0%

Peak ₹27.01 on 5 Jan 2009 → trough ₹0.00 on 27 Mar 2009 (3 months down).

Recovered in 1 months· 21 Apr 2009

Jul 2009

-100.0%

Peak ₹27.33 on 6 May 2009 → trough ₹0.00 on 1 Jul 2009 (2 months down).

Recovered in 6 months· 24 Dec 2009

Apr 2010

-100.0%

Peak ₹29.80 on 31 Mar 2010 → trough ₹0.00 on 1 Apr 2010 (0 months down).

Recovered in 0 months· 5 Apr 2010

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

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

Available plans & options

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Enrichment pending for this scheme

Detailed performance, risk and holdings data will appear within 30 days. Our enrichment cron processes new schemes monthly. The latest NAV from AMFI is already accurate above.

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