TradePilotMutual funds · Debt Funds
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)
Sundaram Mutual Fund · Regular plan · IDCW option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 100609
- Category
- Income/Debt Oriented Schemes - Medium Term Fund
- ISIN
- INF903J01FS8
- Plan / option
- Regular / IDCW
- Fund age
- 19.2 years
- Expense ratio (TER)
- 1.83% a year declared 2026-11-10, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▼ -0.2%
3 months▲ +2.1%
6 months▲ +1.1%
1 year▲ +3.0%
3-year CAGR▲ +3.4%
5-year CAGR▲ +1.4%
10-year CAGR▲ +2.0%
Volatility (3y)2.6%
Sharpe (3y)-0.95
Sortino (3y)-1.02
Beta vs NIFTY 500.02
Max fall (3y)-3.0%
Computed from NAV (4648 daily points to 2025-06-27). Returns are after expenses. Risk-free rate assumed 6.0% for Sharpe and Sortino.
Other plans of this scheme
| Direct · IDCW | 15.6036 |
| Regular · IDCW | 75.2476 |
| Regular · IDCW | 23.6242 |
| Regular · IDCW | 13.7426 |
| Direct · Growth | 80.9528 |
| Direct · IDCW | 27.2239 |
| Regular · IDCW | 13.2389 |
| Regular · Growth | 71.7258 |
Information only, not investment advice. Past performance does not predict future results. Risk disclosure Mutual fund investments are subject to market risks; read all scheme-related documents carefully.