Previously Known As : Sundaram Medium Term Bond Fund
Sundaram Medium Duration Fund Datagrid
Category Medium Duration Fund
BMSMONEY Rank 13
Rating
Growth Option 13-03-2026
NAV ₹70.63(R) -0.0% ₹79.31(D) -0.0%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 5.05% 5.67% 4.31% 4.73% 5.52%
Direct 5.92% 6.56% 5.27% 5.67% 6.46%
Benchmark
SIP (XIRR) Regular 3.37% 5.26% 3.45% 3.87% 4.45%
Direct 4.24% 6.17% 4.34% 4.8% 5.4%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.08 0.04 0.56 -1.51% -0.61
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
1.39% -0.25% -0.43% 0.76 0.97%
Fund AUM As on: 30/12/2025 38 Cr
Top Medium Duration Fund
Fund Name Rank Rating
Aditya Birla Sun Life Medium Term Plan 1
Kotak Medium Term Fund 2
Icici Prudential Medium Term Bond Fund 3
Nippon India Medium Duration Fund 4
Axis Strategic Bond Fund 5

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan- Quarterly Income Distribution cum Capital Withdrawal (IDCW) 13.23
0.0000
0.0000%
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) 27.08
0.0000
0.0000%
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth 70.63
0.0000
0.0000%
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Growth 79.31
0.0000
0.0000%

Review Date: 13-03-2026

Beginning of Analysis

In the Medium Duration Fund category, Sundaram Medium Duration Fund is the 12th ranked fund. The category has total 12 funds. The 1 star rating shows a very poor past performance of the Sundaram Medium Duration Fund in Medium Duration Fund. The fund has a Jensen Alpha of -1.51% which is lower than the category average of 0.45%, showing poor performance. The fund has a Sharpe Ratio of 0.08 which is lower than the category average of 1.35.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Medium Duration Mutual Funds are ideal for investors seeking a balanced risk-return profile with a medium-term investment horizon. These funds invest in debt and money market instruments with a portfolio duration of 3 to 4 years, offering moderate returns with relatively lower risk compared to long-duration funds. While they are less sensitive to interest rate changes than long-duration funds, they still carry some interest rate and credit risk. Investors should carefully assess their risk tolerance, investment horizon, and financial goals before investing in these funds. Additionally, choosing funds managed by experienced professionals can help optimize risk-adjusted returns.

Sundaram Medium Duration Fund Return Analysis

  • The fund has given a return of 0.29%, 0.94 and 2.09 in last one, three and six months respectively. In the same period the category average return was 0.24%, 1.29% and 2.91% respectively.
  • Sundaram Medium Duration Fund has given a return of 5.92% in last one year. In the same period the Medium Duration Fund category average return was 7.84%.
  • The fund has given a return of 6.56% in last three years and ranked 13.0th out of fourteen funds in the category. In the same period the Medium Duration Fund category average return was 8.24%.
  • The fund has given a return of 5.27% in last five years and ranked 11th out of twelve funds in the category. In the same period the Medium Duration Fund category average return was 7.56%.
  • The fund has given a return of 6.46% in last ten years and ranked 10th out of twelve funds in the category. In the same period the category average return was 7.34%.
  • The fund has given a SIP return of 4.24% in last one year whereas category average SIP return is 6.16%. The fund one year return rank in the category is 13th in 13 funds
  • The fund has SIP return of 6.17% in last three years and ranks 13th in 13 funds. Aditya Birla Sun Life Medium Term Plan has given the highest SIP return (11.33%) in the category in last three years.
  • The fund has SIP return of 4.34% in last five years whereas category average SIP return is 6.29%.

Sundaram Medium Duration Fund Risk Analysis

  • The fund has a standard deviation of 1.39 and semi deviation of 0.97. The category average standard deviation is 1.4 and semi deviation is 0.96.
  • The fund has a Value at Risk (VaR) of -0.25 and a maximum drawdown of -0.43. The category average VaR is -0.12 and the maximum drawdown is -0.25. The fund has a beta of 0.83 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Medium Duration Fund Category
  • Good Performance in Medium Duration Fund Category
  • Poor Performance in Medium Duration Fund Category
  • Very Poor Performance in Medium Duration Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.21
    0.19
    		-0.27 | 0.45 7 | 14 Good
    3M Return % 0.71
    1.13
    		0.71 | 2.95 13 | 14 Poor
    6M Return % 1.67
    2.58
    		1.67 | 4.77 13 | 14 Poor
    1Y Return % 5.05
    7.15
    		5.05 | 10.01 13 | 14 Poor
    3Y Return % 5.67
    7.54
    		5.67 | 9.89 13 | 14 Poor
    5Y Return % 4.31
    6.86
    		4.31 | 12.02 11 | 12 Poor
    7Y Return % 4.73
    6.17
    		1.66 | 9.36 10 | 12 Poor
    10Y Return % 5.52
    6.61
    		3.39 | 8.65 10 | 12 Poor
    15Y Return % 6.27
    7.53
    		6.27 | 9.24 7 | 8 Poor
    1Y SIP Return % 3.37
    5.45
    		3.37 | 9.09 13 | 13 Poor
    3Y SIP Return % 5.26
    7.27
    		5.26 | 10.52 13 | 13 Poor
    5Y SIP Return % 3.45
    5.60
    		3.45 | 9.81 11 | 11 Poor
    7Y SIP Return % 3.87
    6.07
    		3.87 | 10.42 11 | 11 Poor
    10Y SIP Return % 4.45
    6.16
    		4.00 | 9.34 10 | 11 Poor
    15Y SIP Return % 5.30
    6.98
    		5.30 | 9.01 7 | 7 Poor
    Standard Deviation 1.39
    1.40
    		1.03 | 1.89 8 | 14 Good
    Semi Deviation 0.97
    0.96
    		0.73 | 1.10 8 | 14 Good
    Max Drawdown % -0.43
    -0.25
    		-0.48 | -0.03 13 | 14 Poor
    VaR 1 Y % -0.25
    -0.12
    		-0.44 | 0.00 11 | 14 Average
    Average Drawdown % -0.13
    -0.16
    		-0.28 | -0.03 6 | 14 Good
    Sharpe Ratio 0.08
    1.35
    		0.08 | 2.30 14 | 14 Poor
    Sterling Ratio 0.56
    0.75
    		0.56 | 1.00 14 | 14 Poor
    Sortino Ratio 0.04
    0.90
    		0.04 | 2.36 14 | 14 Poor
    Jensen Alpha % -1.51
    0.45
    		-1.51 | 3.70 14 | 14 Poor
    Treynor Ratio -0.61
    -0.67
    		-1.29 | -0.53 6 | 14 Good
    Modigliani Square Measure % 5.87
    7.83
    		5.87 | 9.26 14 | 14 Poor
    Alpha % -2.06
    -0.26
    		-2.06 | 2.23 14 | 14 Poor
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 0.29 0.24 -0.19 | 0.49 6 | 14 Good
    3M Return % 0.94 1.29 0.82 | 3.14 12 | 14 Average
    6M Return % 2.09 2.91 2.09 | 5.15 13 | 14 Poor
    1Y Return % 5.92 7.84 5.92 | 10.81 13 | 14 Poor
    3Y Return % 6.56 8.24 6.56 | 10.68 13 | 14 Poor
    5Y Return % 5.27 7.56 5.27 | 12.80 11 | 12 Poor
    7Y Return % 5.67 6.86 2.26 | 10.12 9 | 12 Average
    10Y Return % 6.46 7.34 4.12 | 9.43 10 | 12 Poor
    1Y SIP Return % 4.24 6.16 4.24 | 9.90 13 | 13 Poor
    3Y SIP Return % 6.17 7.99 6.17 | 11.33 13 | 13 Poor
    5Y SIP Return % 4.34 6.29 4.34 | 10.60 11 | 11 Poor
    7Y SIP Return % 4.80 6.78 4.80 | 11.20 11 | 11 Poor
    10Y SIP Return % 5.40 6.89 4.60 | 10.10 10 | 11 Poor
    Standard Deviation 1.39 1.40 1.03 | 1.89 8 | 14 Good
    Semi Deviation 0.97 0.96 0.73 | 1.10 8 | 14 Good
    Max Drawdown % -0.43 -0.25 -0.48 | -0.03 13 | 14 Poor
    VaR 1 Y % -0.25 -0.12 -0.44 | 0.00 11 | 14 Average
    Average Drawdown % -0.13 -0.16 -0.28 | -0.03 6 | 14 Good
    Sharpe Ratio 0.08 1.35 0.08 | 2.30 14 | 14 Poor
    Sterling Ratio 0.56 0.75 0.56 | 1.00 14 | 14 Poor
    Sortino Ratio 0.04 0.90 0.04 | 2.36 14 | 14 Poor
    Jensen Alpha % -1.51 0.45 -1.51 | 3.70 14 | 14 Poor
    Treynor Ratio -0.61 -0.67 -1.29 | -0.53 6 | 14 Good
    Modigliani Square Measure % 5.87 7.83 5.87 | 9.26 14 | 14 Poor
    Alpha % -2.06 -0.26 -2.06 | 2.23 14 | 14 Poor
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Sundaram Medium Duration Fund NAV Regular Growth Sundaram Medium Duration Fund NAV Direct Growth
    13-03-2026 70.6276 79.3142
    12-03-2026 70.6296 79.3144
    11-03-2026 70.6811 79.3701
    10-03-2026 70.6247 79.3047
    09-03-2026 70.5592 79.229
    06-03-2026 70.6273 79.2991
    05-03-2026 70.676 79.3517
    04-03-2026 70.6225 79.2895
    02-03-2026 70.6599 79.3273
    27-02-2026 70.6318 79.2895
    26-02-2026 70.5958 79.2469
    25-02-2026 70.6063 79.2565
    24-02-2026 70.5983 79.2455
    23-02-2026 70.5451 79.1837
    20-02-2026 70.4761 79.0999
    18-02-2026 70.5483 79.1767
    17-02-2026 70.5366 79.1615
    16-02-2026 70.5117 79.1315
    13-02-2026 70.4762 79.0853

    Fund Launch Date: 16/Oct/1997
    Fund Category: Medium Duration Fund
    Investment Objective: To generate income and capital appreciation by investingin Fixed Income Securities and Money Market Instruments
    Fund Description: Medium Duration Fund
    Fund Benchmark: CRISIL Medium Term DebtIndex
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.