MF Gyan
debtLow risk

Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Regular Plan - IDCW (Income Distribution CUM Capital Withdrawal)

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Sundaram Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit
₹13.2248
0.09% today
As of 28 Aug 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹99.0k
₹1.0k loss · -1.0% / year
Invested 3 years ago
₹1.05 L
₹5.3k gain · 1.7% / year
Invested 5 years ago
₹1.07 L
₹7.1k gain · 1.4% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
2.3%

The value swings roughly 2% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-22.74%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)
CAGR — 1 year-1.04%
CAGR — 3 years1.75%
CAGR — 5 years1.39%
CAGR — since launch1.31%
Volatility — 1 year (annualised)2.83%
Volatility — 3 years (annualised)2.29%
Max drawdown — 1 year-3.16%
Max drawdown — 3 years-4.00%
Sharpe ratio — 1 year (rf=6%)-2.50
Sharpe ratio — 3 years (rf=6%)-1.83

Fund info

Fund house
Sundaram Mutual Fund
Category
Income/Debt Oriented Schemes - Medium Term Fund
Plan
Regular
Option
IDCW
ISIN (Growth)
INF903J01FR0
ISIN (Div re-invest)
INF903J01FU4
Fund code
100602
First price on record
3 Apr 2006 · 4,932 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.