DebtMedium Duration FundDirect · Growth
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Growth
Sundaram · Scheme 119675
₹80.92▼ 0.05%NAV · 2026-09-18
Average FundScore
AUM
₹34 cr
Expense ratio
1.17%
3Y CAGR
6.3%
Risk level
Low to Moderate
Min SIP
₹250
Benchmark
CRISIL Medium Duration Debt Index
Fund manager: Dwijendra Srivastava, Sandeep AgarwalExit load: Nil
Average · 49/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 Suited to short-to-medium horizons and investors wanting stability over growth.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 8%.
- ✓Low volatility (3% a year) — a steady, low-drama ride.
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 1.9%
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.12) — took on risk without enough payoff.
- •3Y CAGR: +6.3%
- •3Y CAGR vs category: -2.1% vs category avg
FundScore breakdown
49/100 · Average
Returns
Weak
Consistency
Decent
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.