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

Medium DurationDebt Rank 1 of 15

NAV · Regular-Growth

—+0.01+0.05%

As of — · AMFI

NAV growth+9.7%

Jul ’16Jul ’17

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

2 of 3 periods ahead

Consistency

Strong

positive in 12 of 12 years

Beats its Medium Duration category on 3Y & 5Y but trails on 1Y.

1Y return

+3.8%

-3.0 vs cat

3Y CAGR

+50.8%

+39.7 vs cat

5Y CAGR

+29.1%

+20.5 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

111.0%

3Y std dev

Go deeper on Sundaram Medium Duration Fund (Formerly Known As Sundaram Medium Term Bond Fund) Regular 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) Regular 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) Regular 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) Regular Plan is a Medium Duration scheme from Sundaram. Long-run track record: about 29.1% CAGR over 5 years. Worst historical drawdown: -100% in Mar 2007, recovered in 121 months.

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

NAV history

Showing Regular · Growth · INF903J01FQ2

NAV (Direct-Growth)

₹16.2509

Last 1Y

+9.72%

Jul 16Min ₹14.81 · Max ₹45.54 · 244 ptsJul 17

Drawdown stories

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

Mar 2007

-100.0%

Peak ₹21.90 on 23 Jan 2006 → trough ₹0.00 on 19 Mar 2007 (14 months down).

Recovered in 121 months· 21 Feb 2017

Mar 2017 — ongoing

-65.9%

Peak ₹45.54 on 21 Feb 2017 → trough ₹15.52 on 10 Mar 2017 (1 months down).

Not yet recovered

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.

Period	Returns	Category avg	Rank
1W	-0.05%	+0.03%	14/ 15
1M	+0.28%	+0.60%	15/ 15
3M	+2.28%	+3.15%	15/ 15
6M	+1.80%	+3.31%	15/ 15
YTD	+2.20%	+4.20%	15/ 15
1Y	+3.75%	+6.71%	15/ 15
2Y	+79.66%	+12.85%	1/ 15
3Y	+50.76%	+11.03%	1/ 15
5Y	+29.10%	+8.63%	1/ 15
7Y	+21.60%	+7.93%	1/ 14
10Y	+16.91%	+7.54%	1/ 14

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