MF Gyan
debtLow risk

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

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
₹13.7426
0.06% today
As of 27 Jun 2025 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.05 L
₹5.0k gain · 5.0% / year
Invested 3 years ago
₹1.17 L
₹16.6k gain · 5.3% / year
Invested 5 years ago
₹1.11 L
₹11.4k gain · 2.2% / 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
1.9%

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

Worst drop ever
-24.14%

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 year5.00%
CAGR — 3 years5.27%
CAGR — 5 years2.18%
CAGR — since launch1.49%
Volatility — 1 year (annualised)2.53%
Volatility — 3 years (annualised)1.89%
Max drawdown — 1 year-2.36%
Max drawdown — 3 years-2.36%
Sharpe ratio — 1 year (rf=6%)-0.38
Sharpe ratio — 3 years (rf=6%)-0.35

Fund info

Fund house
Sundaram Mutual Fund
Category
Debt Scheme - Medium Duration Fund
Plan
Regular
Option
IDCW
ISIN (Growth)
INF903J01FT6
ISIN (Div re-invest)
INF903J01FW0
Fund code
100610
First price on record
3 Apr 2006 · 4,648 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.