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Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Direct 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 8 Jan 2013.

Latest price per unit

₹27.1439

▲ 0.01% today

As of 1 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹99.9k

▼ ₹130 loss · -0.1% / year

Invested 3 years ago

₹1.10 L

▲ ₹10.2k gain · 3.3% / year

Invested 5 years ago

₹1.16 L

▲ ₹15.6k gain · 2.9% / 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

2.1%

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

Worst drop ever

-59.53%

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-0.13%

CAGR — 3 years3.28%

CAGR — 5 years2.94%

CAGR — since launch-2.37%

Volatility — 1 year (annualised)2.82%

Volatility — 3 years (annualised)2.15%

Max drawdown — 1 year-2.63%

Max drawdown — 3 years-3.23%

Sharpe ratio — 1 year (rf=6%)-2.18

Sharpe ratio — 3 years (rf=6%)-1.22

Fund info

Fund house: Sundaram Mutual Fund
Category: Income/Debt Oriented Schemes - Medium Term Fund
Plan: Direct
Option: IDCW
ISIN (Growth): INF903J01PK4
ISIN (Div re-invest): INF903J01PL2
Fund code: 119672
First price on record: 8 Jan 2013 · 3,293 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.