Debt Scheme - Medium Duration FundSundaram Mutual Fund

Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Annual Income Distribution cum Capital Withdrawal (IDCW)

₹15.6036▼ 0.0096 (0.06%)

Scheme Type

Open Ended Schemes

NAV History

+9.92%

365 data points · Period: 1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,992

+9.9%

3Y Ago

₹11,411

+14.1%

5Y Ago

₹12,240

+22.4%

Past performance ≠ future results

Fund Analytics

Score: 64.5 / 100

Performance

Total Returns

Simple return over period

+6.18%

CAGR

Compound annual growth rate

+6.18%

Growth of ₹10K

Hypothetical investment value

₹10,618

SIP XIRR

SIP internal rate of return

+6.88%

Risk

Volatility (Ann.)

Std deviation of returns

2.28%LOW

Max Drawdown

Worst peak-to-trough

-2.06%

Sharpe Ratio

Risk-adjusted return

0.08POOR

Sortino Ratio

Downside risk-adjusted return

0.05POOR

Benchmark

Beta

Market sensitivity

0.01DEF

Alpha

Excess return vs benchmark

+0.22%

Tracking Error

Deviation from benchmark

13.19%

Information Ratio

Alpha per unit tracking error

0.02

Treynor Ratio

Return per unit systematic risk

34.33

Capture

Upside Capture

Participation in market gains

4.69%

Downside Capture

Participation in market losses

-3.41%

Rolling Returns

1Y Rolling CAGR

Avg 3.0% (-4.1% – 8.1%)

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

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+6.2%-1.5%

+0.2%

3Y+6.3%+15.0%

+0.2%

5Y+3.3%+19.0%

-2.7%

Beta

1Y: 0.013Y: 0.025Y: 0.00

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

₹32,600

Total Value

₹3,32,600

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