debtLow risk

Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Institutional Plan - Growth

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 8 Dec 2008.

Latest price per unit

₹75.2476

▲ 0.07% today

As of 7 Jan 2025 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.06 L

▲ ₹6.4k gain · 6.4% / year

Invested 3 years ago

₹1.13 L

▲ ₹13.0k gain · 4.2% / year

Invested 5 years ago

₹1.22 L

▲ ₹21.8k gain · 4.0% / 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

1.6%

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

Worst drop ever

-8.45%

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 year6.42%

CAGR — 3 years4.17%

CAGR — 5 years4.03%

CAGR — since launch6.95%

Volatility — 1 year (annualised)1.05%

Volatility — 3 years (annualised)1.64%

Max drawdown — 1 year-0.29%

Max drawdown — 3 years-2.59%

Sharpe ratio — 1 year (rf=6%)0.43

Sharpe ratio — 3 years (rf=6%)-1.06

Fund info

Fund house: Sundaram Mutual Fund
Category: Debt Scheme - Medium Duration Fund
Plan: —
Option: Growth
ISIN (Growth): INF903J01FY6
ISIN (Div re-invest): —
Fund code: 100608
First price on record: 8 Dec 2008 · 3,878 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.