InvestVerdict
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)
Regular Plan · IDCW (Income Distribution CUM Capital Withdrawal) · Mutual fund · Scheme code 100602
Fund houseSundaram Mutual Fund
CategoryMutual fund
Plan & optionRegular · IDCW (Income Distribution CUM Capital Withdrawal)
History20.4 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.00 | 0.88 | -0.08 | -1.04 | 1.75 | 1.39 | 0.90 | 1.08 | 1.31 |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 5.1% | -0.92 | -1.00 | — | — | -22.7% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 937 | -15.4% | 1.9% | 15.2% | 30% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.