All comparisons
Head-to-head
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Direct Plan - GROWTHvsNippon India Medium Term Fund (Existing Number of Segregated Portfolios - 1) - Direct Plan - Growth Option
Side-by-side comparison of Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Direct Plan - GROWTH and Nippon India Medium Term Fund (Existing Number of Segregated Portfolios - 1) - Direct Plan - Growth Option — 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
Nippon India Medium Term Fund (Existing Number of Segregated Portfolios - 1) - Direct Plan - Growth Option
3Y ago₹1.28 L
5Y ago₹1.39 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… | Nippon India Medium Term Fund (… |
|---|---|---|
| Fund house | Sundaram Mutual Fund | Nippon India Mutual Fund |
| Category | Income/Debt Oriented Schemes - Medium Term Fund | Income/Debt Oriented Schemes - Medium Term Fund |
| Latest NAV | ₹80.7148 | ₹18.3808 |
| Assets managed (AUM) | — | — |
| 1Y return | 4.45% | 6.69% |
| 3Y CAGR | 6.07% | 8.47% |
| 5Y CAGR | 4.94% | 6.86% |
| Since inception CAGR | 6.69% | 5.11% |
| Bumpiness · 3Y (annualised σ) | 1.29 | 1.75 |
| Worst drop ever | -8.03% | -29.82% |
| Sharpe · 3Y (rf=6%) | 0.13 | 1.42 |
Explore each fund individually
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Direct Plan - GROWTH →Nippon India Medium Term Fund (Existing Number of Segregated Portfolios - 1) - Direct Plan - Growth Option →
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