debtLow risk

Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct 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 22 Jan 2013.

Latest price per unit

₹15.6036

▼ 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

₹1.06 L

▲ ₹6.2k gain · 6.2% / year

Invested 3 years ago

₹1.20 L

▲ ₹20.1k gain · 6.3% / year

Invested 5 years ago

₹1.18 L

▲ ₹17.6k gain · 3.3% / 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

1.8%

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

Worst drop ever

-21.60%

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 year6.19%

CAGR — 3 years6.29%

CAGR — 5 years3.30%

CAGR — since launch2.08%

Volatility — 1 year (annualised)2.31%

Volatility — 3 years (annualised)1.80%

Max drawdown — 1 year-2.06%

Max drawdown — 3 years-2.06%

Sharpe ratio — 1 year (rf=6%)0.09

Sharpe ratio — 3 years (rf=6%)0.19

Fund info

Fund house: Sundaram Mutual Fund
Category: Debt Scheme - Medium Duration Fund
Plan: Direct
Option: IDCW
ISIN (Growth): INF903J01PH0
ISIN (Div re-invest): INF903J01PM0
Fund code: 119676
First price on record: 22 Jan 2013 · 2,998 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.