InvestVerdict
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)
· Institutional GROWTH · Mutual fund · Scheme code 100608
Fund houseSundaram Mutual Fund
CategoryMutual fund
Plan & optionRegular · Institutional GROWTH
History16.1 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.36 | 1.24 | 3.21 | 6.33 | 4.17 | 4.03 | 4.69 | 5.51 | 6.95 |
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 | 3.8% | -0.62 | -1.16 | — | — | -8.4% | — |
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 |
|---|---|---|---|---|
| 728 | -1.3% | 6.5% | 18.8% | 3% |
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.