Debt · Income/Debt Oriented Schemes - Medium Term Fund
Sundaram Medium Term Fund
Open in live screener →Key metrics
Latest NAV
₹80.91
Day change
0.06%
Volatility
2.2%
Sharpe
-1.02
Max drawdown
-5.2%
Category rank
11 / 11
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | 0.25% | -0.02% | 1.71% | 2.03% | 4.24% | 6.13% | 4.98% | 5.18% | 5.87% |
Returns up to 1Y are absolute; 1Y and longer are annualised (CAGR). Source: public AMFI NAV data.
NAV history
Chart shows the fund's available daily NAV history. Daily NAV data begins around 2006, so older funds may predate this range.
About this fund
Sundaram Medium Term Fund is a debt fund offered by Sundaram Mutual Fund, classified under Debt as Income/Debt Oriented Schemes - Medium Term Fund. Debt funds are sensitive to interest-rate moves and the credit quality of holdings. Its latest NAV is ₹80.91.
Performance analysis
Over the trailing one year, Sundaram Medium Term Fund has recorded a return of about 4.2%, with a three-year return of 6.1% and a five-year return of 5.0%. Its annualised volatility is 2.2% — relatively low fluctuations — and its Sharpe ratio is -1.02, a measure of return per unit of risk taken.
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 5.91 | 6.29 | -0.36 | 11.80 | 100% | 0% |
| 3Y | 5.75 | 6.19 | 3.08 | 8.26 | 100% | 0% |
| 5Y | 5.40 | 5.24 | 4.62 | 7.44 | 100% | 0% |
| 7Y | 5.69 | 5.68 | 5.13 | 6.31 | 100% | 0% |
| 10Y | 6.06 | 6.03 | 5.87 | 6.23 | 100% | 0% |
Each row takes every possible start date in the fund's history and computes the annualised return (CAGR) over that window. Avg/Median = the typical outcome; Min/Max = worst and best; % Pos = how often the window ended positive; % >12 = how often it beat 12% a year. Higher consistency means timing mattered less.
Frequently asked questions
What does Sundaram Medium Term Fund invest in?
It invests primarily in fixed-income instruments such as bonds and money-market securities.
How is this fund classified?
It is a Income/Debt Oriented Schemes - Medium Term Fund fund in the Debt group.
How often is the NAV updated?
Mutual fund NAVs are declared by the AMC on every business day. This page sources NAV from public AMFI data and refreshes twice daily.
How is the rolling return calculated?
Rolling return averages the fund's annualised return over every possible window of a given length across its history, rather than a single start-to-end period — reducing the effect of one lucky or unlucky entry date.
Is past performance a guarantee of future returns?
No. Past performance does not indicate future results; mutual fund values fluctuate with markets. Read all scheme-related documents carefully before investing.
Compare with peers
Similar Income/Debt Oriented Schemes - Medium Term Fund
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| SBI MEDIUM TERM FUND Income/Debt Oriented Schemes - Medium Term Fund | 0.42 | 2.88 | 3.96 | 7.21 | 7.91 | 6.90 | 8.20 | – |
| Axis Medium Term Fund Income/Debt Oriented Schemes - Medium Term Fund | 0.25 | 2.53 | 3.58 | 7.21 | 8.46 | 7.40 | 7.92 | – |
| ICICI Prudential Medium Term Fund Income/Debt Oriented Schemes - Medium Term Fund | 0.28 | 2.72 | 4.02 | 8.04 | 8.55 | 7.45 | 7.96 | – |
| UTI Medium Term Fund Income/Debt Oriented Schemes - Medium Term Fund | 0.09 | 2.17 | 2.68 | 5.51 | 7.06 | 6.69 | 6.08 | – |
| Invesco India Medium Term Fund Income/Debt Oriented Schemes - Medium Term Fund | 0.05 | 2.32 | 2.90 | 5.43 | 7.30 | 6.06 | – | – |
| HSBC Medium Term Fund Income/Debt Oriented Schemes - Medium Term Fund | 0.04 | 2.02 | 3.04 | 6.06 | 7.86 | – | – | – |
| Bandhan Medium Term Fund Income/Debt Oriented Schemes - Medium Term Fund | 0.19 | 2.35 | 3.72 | 6.28 | 7.53 | 6.03 | 6.97 | – |
| DSP Medium Term Fund Income/Debt Oriented Schemes - Medium Term Fund | -0.17 | 2.23 | 2.83 | 5.41 | 7.38 | 6.30 | 6.10 | – |
More funds from Sundaram
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Sundaram Consumption Fund Sectoral/Thematic - Consumption | -2.57 | 9.13 | 8.20 | -5.08 | 9.54 | 11.43 | 11.69 | 1.07 |
| Sundaram Financial Services Opportunities Fund Sectoral/Thematic - Banking/Financial | -0.38 | 7.16 | 4.24 | 12.35 | 13.80 | 14.35 | 13.96 | 0.67 |
| Sundaram Global Brand Theme-Equity Active FOF Other Scheme - FoF Overseas | -0.92 | 0.25 | 10.33 | 20.64 | 18.76 | 12.80 | 12.86 | 1.28 |
| Sundaram Corporate Bond Fund Debt Scheme - Corporate Bond Fund | 0.18 | 1.98 | 2.78 | 5.25 | 7.16 | 6.08 | 7.03 | 0.27 |
| Sundaram Banking and PSU Debt Fund Income/Debt Oriented Schemes - Banking and PSU Debt Fund | 0.23 | 1.97 | 2.90 | 5.46 | 7.18 | 6.04 | 6.52 | – |
| Sundaram Conservative Hybrid Fund Hybrid Scheme - Conservative Hybrid Fund | -0.70 | 1.70 | 0.29 | 1.00 | 5.54 | 6.84 | 6.61 | 0.96 |
| Sundaram Infrastructure Advantage Fund Sectoral/Thematic - Infrastructure | -1.85 | -0.24 | 3.98 | 8.24 | 16.11 | 16.19 | 14.55 | 1.47 |
| SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES III Equity Scheme - ELSS | -1.34 | 4.41 | 18.60 | 10.94 | 12.03 | 16.24 | – | 0.83 |
Returns ≥ 1Y are annualised (CAGR). TER = direct-plan base expense ratio. Click a fund to open its page.