Debt Scheme - Medium Duration FundSundaram Mutual Fund

Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Bonus

₹23.6242▼ 0.0150 (0.06%)

Scheme Type

Open Ended Schemes

NAV History

+10.66%

365 data points · Period: 1Y

Returns

CAGR

—

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,066

+10.7%

3Y Ago

₹11,945

+19.4%

5Y Ago

₹14,332

+43.3%

Past performance ≠ future results

Fund Analytics

Score: 64.7 / 100

Performance

Total Returns

Simple return over period

+7.41%

CAGR

Compound annual growth rate

+7.41%

Growth of ₹10K

Hypothetical investment value

₹10,741

SIP XIRR

SIP internal rate of return

+7.44%

Risk

Volatility (Ann.)

Std deviation of returns

1.14%LOW

Max Drawdown

Worst peak-to-trough

-0.36%

Sharpe Ratio

Risk-adjusted return

1.23GOOD

Sortino Ratio

Downside risk-adjusted return

1.94GOOD

Benchmark

Beta

Market sensitivity

0.01DEF

Alpha

Excess return vs benchmark

+1.50%

Tracking Error

Deviation from benchmark

12.94%

Information Ratio

Alpha per unit tracking error

0.12

Treynor Ratio

Return per unit systematic risk

109.08

Capture

Upside Capture

Participation in market gains

6.69%

Downside Capture

Participation in market losses

-2.83%

Rolling Returns

1Y Rolling CAGR

Avg 4.0% (-1.2% – 8.7%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2025-06-27

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+7.4%-1.5%

+1.5%

3Y+6.1%+15.0%

-0.1%

5Y+4.2%+19.0%

-2.0%

Beta

1Y: 0.013Y: 0.025Y: 0.01

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹50,594

Total Value

₹3,50,594

*Based on historical CAGR. Projections are illustrative, not guaranteed