Debt Scheme - Medium Duration FundSundaram Mutual Fund

Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan- Half Yearly Income Distribution cum Capital Withdrawal (IDCW)

₹13.5927▼ 0.0086 (0.06%)

Scheme Type

Open Ended Schemes

NAV History

+4.95%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,495

+5.0%

3Y Ago

₹10,672

+6.7%

5Y Ago

₹11,072

+10.7%

Past performance ≠ future results

Fund Analytics

Score: 61.9 / 100

Performance

Total Returns

Simple return over period

+3.04%

CAGR

Compound annual growth rate

+3.04%

Growth of ₹10K

Hypothetical investment value

₹10,304

SIP XIRR

SIP internal rate of return

+2.47%

Risk

Volatility (Ann.)

Std deviation of returns

3.42%LOW

Max Drawdown

Worst peak-to-trough

-2.96%

Sharpe Ratio

Risk-adjusted return

-0.86POOR

Sortino Ratio

Downside risk-adjusted return

-0.53POOR

Benchmark

Beta

Market sensitivity

0.01DEF

Alpha

Excess return vs benchmark

-2.88%

Tracking Error

Deviation from benchmark

13.34%

Information Ratio

Alpha per unit tracking error

-0.22

Treynor Ratio

Return per unit systematic risk

-232.56

Capture

Upside Capture

Participation in market gains

1.38%

Downside Capture

Participation in market losses

-2.82%

Rolling Returns

1Y Rolling CAGR

Avg 1.5% (-3.5% – 5.4%)

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

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+3.0%+0.3%

-2.9%

3Y+3.4%+15.7%

-2.8%

5Y+1.3%+19.4%

-4.7%

Beta

1Y:0.013Y:0.035Y:0.00

Underperforming 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

₹15,762

Total Value

₹3,15,762

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