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Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)

Sundaram Mutual Fund · Debt · Medium Duration Fund · Open ended · History since Jan 2013
₹80.09 0.0% · NAV on 23 Oct 2026 · Direct Growth

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Direct · GrowthDirect · IDCWRegular · GrowthRegular · IDCW

Returns Direct Growth · up to 1 year simple %, longer periods yearly average

1 month-0.8%
3 months-0.6%
6 months+1.1%
1 year+2.4%
3 years+5.8%
5 years+4.7%
10 years+5.6%
Since start+6.6%

NAV history

Ups and downs

Worst fall from a peak (last 5 years)-2.5%
Peak → lowMar 2022 → May 2022
Volatility (last year)1.5%

Volatility shows how much the NAV usually swings in a year; higher means bigger ups and downs.

About this fund

Fund houseSundaram Mutual Fund
CategoryDebt · Medium Duration Fund
TypeOpen ended
Scheme code · ISIN119675 · INF903J01PO6

Same category Medium Duration Fund · current funds · by 3-year return

Fund1 year3 years5 years
Aditya Birla Sun Life Medium Term FundAditya Birla Sun Life Mutual Fund +7.3% +10.4% +12.5%
Kotak Medium Term FundKotak Mahindra Mutual Fund +4.9% +8.6% +7.1%
Nippon India Medium Term Fund (Existing Number of Segregated Portfolios - 1)Nippon India Mutual Fund +4.9% +8.2% +6.7%
Axis Medium Term FundAxis Mutual Fund +5.3% +8.2% +7.1%
ICICI Prudential Medium Term FundICICI Prudential Mutual Fund +5.5% +8.1% +7.2%
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)Sundaram Mutual Fund · this fund +2.4% +5.8% +4.7%

13 current funds in Medium Duration Fund · see all →. Funds are compared only within the same SEBI category.

All versions of this fund

PlanOptionNAV (₹)NAV dateScheme code
DirectGrowth 80.09 23 Oct 2026 119675
DirectIDCW 26.93 23 Oct 2026 119672
RegularGrowth 70.98 23 Oct 2026 100603
RegularIDCW 13.10 23 Oct 2026 100602

Direct plans are bought straight from the fund house and cost less; Regular plans include a distributor's commission. Growth keeps profits invested; IDCW pays them out from time to time. 5 older plans of this fund no longer have a current NAV.

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