InvestVerdict
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)
Regular Plan · Bonus · Mutual fund · Scheme code 100604
Fund houseSundaram Mutual Fund
CategoryMutual fund
Plan & optionRegular · Bonus
History19.2 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -0.23 | 2.12 | 4.17 | 7.41 | 6.06 | 4.17 | 5.10 | 5.70 | 3.81 |
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 | 8.5% | -0.05 | -0.05 | — | — | -35.0% | — |
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 |
|---|---|---|---|---|
| 880 | -30.5% | 5.5% | 15.3% | 8% |
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.