Sundaram Medium Duration Fund - Direct - Growth
Income/Debt Oriented Schemes by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
6.00%
Expense Ratio
1.17%
as of 01/08/2026
AUM
₹2.68 Cr
Qtr End: Jun 26
NAV
₹80.71
as of 31/08/2026
3Y Returns (CAGR)
6.00%
Expense Ratio
1.17%
as of 01/08/2026
AUM
₹2.68 Cr
Qtr End: Jun 26
NAV
₹80.71
as of 31/08/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.73% | 7.11% | 1.41% |
| 6M | 1.71% | 3.45% | 1.70% |
| 1Y | 3.98% | 3.98% | 1.45% |
| 3Y | 19.09% | 6.00% | 1.30% |
| 5Y | 26.88% | 4.88% | 1.54% |
Scheme Details
- Launch Date
- 16/10/1997
- Fund Age
- 28.8 years
- Minimum Investment
- ₹5,000
- Fund House
- Sundaram Mutual Fund
- Category
- Income/Debt Oriented Schemes
- Sub-category
- Medium Term Fund (Income/Debt Oriented Schemes)
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