Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
debtDirect
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Direct Plan - GROWTH
3Y ago₹1.19 L
5Y ago₹1.27 L
debtDirect
Axis Medium Term Fund - Direct Plan - Growth Option
3Y ago₹1.27 L
5Y ago₹1.43 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Sundaram Medium Term Fund (Form… | Axis Medium Term Fund - Direct … |
|---|---|---|
| Fund house | Sundaram Mutual Fund | Axis Mutual Fund |
| Category | Income/Debt Oriented Schemes - Medium Term Fund | Income/Debt Oriented Schemes - Medium Term Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹80.7148 | ₹33.3149 |
| Assets managed (AUM) | — | — |
| 1M return | 0.03% | 0.27% |
| 6M return | 1.80% | 3.25% |
| 1Y return | 4.45% | 7.24% |
| 3Y CAGR | 6.07% | 8.40% |
| 5Y CAGR | 4.94% | 7.37% |
| Since inception CAGR | 6.69% | 8.56% |
| Bumpiness · 3Y (annualised σ) | 1.29 | 1.20 |
| Worst drop ever | -8.03% | -7.33% |
| Sharpe · 3Y (rf=6%) | 0.13 | 1.96 |