Sundaram Medium Duration Fund - Direct - Growth
A Debt Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
6.44%
Expense Ratio
1.09%
as of 01/02/2026
AUM
₹2.89 Cr
Qtr End: Dec 25
NAV
₹79.327
as of 02/03/2026
3Y Returns (CAGR)
6.44%
Expense Ratio
1.09%
as of 01/02/2026
AUM
₹2.89 Cr
Qtr End: Dec 25
NAV
₹79.327
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹12.1k
Abs. Returns21.5%
CAGR6.7%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 0.82% | 3.32% | 1.34% |
| 6M | 2.34% | 4.73% | 1.17% |
| 1Y | 6.06% | 6.06% | 1.33% |
| 3Y | 20.61% | 6.44% | 1.21% |
| 5Y | 28.22% | 5.10% | 1.49% |
Scheme Details
- Launch Date
- 16/10/1997
- Fund Age
- 28.4 years
- Minimum Investment
- ₹5,000
- Fund House
- Sundaram Mutual Fund
- Category
- Debt Scheme
- Sub-category
- Medium Duration Fund (Debt Scheme)
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Top funds in the same category and sub-category.
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|---|---|---|---|
| Aditya Birla Sun Life Medium Term Plan - Direct - Growth | 10.70% | 0.81% | ₹1,247.91 |
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