All comparisons
Head-to-head
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Direct Plan - GROWTHvsAditya Birla Sun Life Medium Term Plan - Direct Plan - GROWTH
Side-by-side comparison of Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Direct Plan - GROWTH and Aditya Birla Sun Life Medium Term Plan - Direct Plan - GROWTH — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
debt
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Direct Plan - GROWTH
3Y ago₹1.19 L
5Y ago₹1.27 L
debt
Aditya Birla Sun Life Medium Term Plan - Direct Plan - GROWTH
3Y ago₹1.35 L
5Y ago₹1.82 L
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Sundaram Medium Term Fund (Form… | Aditya Birla Sun Life Medium Te… |
|---|---|---|
| Fund house | Sundaram Mutual Fund | Aditya Birla Sun Life Mutual Fund |
| Category | Income/Debt Oriented Schemes - Medium Term Fund | Income/Debt Oriented Schemes - Medium Term Fund |
| Latest NAV | ₹80.7148 | ₹47.9596 |
| Assets managed (AUM) | — | — |
| 1Y return | 4.45% | 9.58% |
| 3Y CAGR | 6.07% | 10.60% |
| 5Y CAGR | 4.94% | 12.74% |
| Since inception CAGR | 6.69% | 9.75% |
| Bumpiness · 3Y (annualised σ) | 1.29 | 2.34 |
| Worst drop ever | -8.03% | -12.65% |
| Sharpe · 3Y (rf=6%) | 0.13 | 1.94 |
Explore each fund individually
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Direct Plan - GROWTH →Aditya Birla Sun Life Medium Term Plan - Direct Plan - GROWTH →
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