Previously Known As : Sundaram Medium Term Bond Fund
Sundaram Medium Duration Fund Datagrid
Category Medium Duration Fund
BMSMONEY Rank 20
Rating
Growth Option 16-06-2026
NAV ₹71.16(R) +0.02% ₹80.08(D) +0.02%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 2.83% 5.09% 4.08% 4.46% 5.27%
Direct 3.67% 6.0% 5.02% 5.41% 6.22%
Benchmark
SIP (XIRR) Regular 3.19% 2.85% 1.86% 3.04% 4.01%
Direct 4.06% 3.72% 2.73% 3.96% 4.97%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
-0.39 -0.14 0.48 -1.64% -0.64
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
1.5% -0.62% -0.75% 0.74 1.1%
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
Icici Prudential Medium Term Bond Fund 2
Nippon India Medium Duration Fund 3
Kotak Medium Term Fund 4
Axis Strategic Bond Fund 5

NAV Date: 16-06-2026

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
0.0200%
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) 27.13
0.0100
0.0200%
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth 71.16
0.0100
0.0200%
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Growth 80.08
0.0200
0.0200%

Review Date: 16-06-2026

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 Sundaram Medium Duration Fund has shown a very poor past performence in Medium Duration Fund. The fund has a Jensen Alpha of -1.64% which is lower than the category average of 0.33%, showing poor performance. The fund has a Sharpe Ratio of -0.39 which is lower than the category average of 0.81.
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 1.39%, 1.01 and 1.88 in last one, three and six months respectively. In the same period the category average return was 1.6%, 1.72% and 2.98% respectively.
  • Sundaram Medium Duration Fund has given a return of 3.67% in last one year. In the same period the Medium Duration Fund category average return was 5.96%.
  • The fund has given a return of 6.0% 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 7.83%.
  • The fund has given a return of 5.02% 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 7.37%.
  • The fund has given a return of 6.22% in last ten years and ranked 10th out of twelve funds in the category. In the same period the category average return was 7.19%.
  • The fund has given a SIP return of 4.06% in last one year whereas category average SIP return is 6.28%. The fund one year return rank in the category is 13th in 13 funds
  • The fund has SIP return of 3.72% in last three years and ranks 13th in 13 funds. Aditya Birla Sun Life Medium Term Plan has given the highest SIP return (8.77%) in the category in last three years.
  • The fund has SIP return of 2.73% in last five years whereas category average SIP return is 4.71%.

Sundaram Medium Duration Fund Risk Analysis

  • The fund has a standard deviation of 1.5 and semi deviation of 1.1. The category average standard deviation is 1.54 and semi deviation is 1.11.
  • The fund has a Value at Risk (VaR) of -0.62 and a maximum drawdown of -0.75. The category average VaR is -0.38 and the maximum drawdown is -0.61. 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 % 1.33
    1.55
    		1.33 | 1.77 13 | 14 Poor
    3M Return % 0.80
    1.55
    		0.80 | 1.95 13 | 14 Poor
    6M Return % 1.43
    2.64
    		1.43 | 4.78 13 | 14 Poor
    1Y Return % 2.83
    5.28
    		2.83 | 8.14 13 | 14 Poor
    3Y Return % 5.09
    7.13
    		5.09 | 9.68 13 | 14 Poor
    5Y Return % 4.08
    6.68
    		4.08 | 11.89 11 | 12 Poor
    7Y Return % 4.46
    6.31
    		2.48 | 9.42 10 | 12 Poor
    10Y Return % 5.27
    6.47
    		3.27 | 8.54 10 | 12 Poor
    15Y Return % 6.23
    7.51
    		6.23 | 9.18 7 | 8 Poor
    1Y SIP Return % 3.19
    5.49
    		3.19 | 8.47 12 | 12 Poor
    3Y SIP Return % 2.85
    4.93
    		2.85 | 7.98 12 | 12 Poor
    5Y SIP Return % 1.86
    4.00
    		1.86 | 7.74 10 | 10 Poor
    7Y SIP Return % 3.04
    5.33
    		3.04 | 9.61 10 | 10 Poor
    10Y SIP Return % 4.01
    5.76
    		3.81 | 9.01 9 | 10 Average
    15Y SIP Return % 4.97
    6.67
    		4.97 | 8.76 6 | 6 Average
    Standard Deviation 1.50
    1.54
    		1.23 | 1.93 7 | 14 Good
    Semi Deviation 1.10
    1.11
    		0.93 | 1.25 6 | 14 Good
    Max Drawdown % -0.75
    -0.61
    		-0.97 | -0.29 11 | 14 Average
    VaR 1 Y % -0.62
    -0.38
    		-0.75 | 0.00 13 | 14 Poor
    Average Drawdown % -0.23
    -0.31
    		-0.48 | -0.18 2 | 14 Very Good
    Sharpe Ratio -0.39
    0.81
    		-0.39 | 1.90 14 | 14 Poor
    Sterling Ratio 0.48
    0.67
    		0.48 | 0.93 14 | 14 Poor
    Sortino Ratio -0.14
    0.44
    		-0.14 | 1.47 14 | 14 Poor
    Jensen Alpha % -1.64
    0.33
    		-1.64 | 3.26 14 | 14 Poor
    Treynor Ratio -0.64
    -0.66
    		-0.96 | -0.56 6 | 14 Good
    Modigliani Square Measure % 5.12
    7.28
    		5.12 | 9.22 14 | 14 Poor
    Alpha % -2.05
    -0.16
    		-2.05 | 2.50 14 | 14 Poor
    Return data last Updated On : June 16, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 1.39 1.60 1.39 | 1.80 13 | 14 Poor
    3M Return % 1.01 1.72 1.01 | 2.12 13 | 14 Poor
    6M Return % 1.88 2.98 1.88 | 5.18 13 | 14 Poor
    1Y Return % 3.67 5.96 3.67 | 8.95 13 | 14 Poor
    3Y Return % 6.00 7.83 6.00 | 10.48 13 | 14 Poor
    5Y Return % 5.02 7.37 5.02 | 12.70 11 | 12 Poor
    7Y Return % 5.41 7.00 3.07 | 10.19 10 | 12 Poor
    10Y Return % 6.22 7.19 3.98 | 9.32 10 | 12 Poor
    1Y SIP Return % 4.06 6.28 4.06 | 9.29 13 | 13 Poor
    3Y SIP Return % 3.72 5.68 3.72 | 8.77 13 | 13 Poor
    5Y SIP Return % 2.73 4.71 2.73 | 8.52 11 | 11 Poor
    7Y SIP Return % 3.96 6.08 3.96 | 10.41 11 | 11 Poor
    10Y SIP Return % 4.97 6.57 4.41 | 9.78 10 | 11 Poor
    Standard Deviation 1.50 1.54 1.23 | 1.93 7 | 14 Good
    Semi Deviation 1.10 1.11 0.93 | 1.25 6 | 14 Good
    Max Drawdown % -0.75 -0.61 -0.97 | -0.29 11 | 14 Average
    VaR 1 Y % -0.62 -0.38 -0.75 | 0.00 13 | 14 Poor
    Average Drawdown % -0.23 -0.31 -0.48 | -0.18 2 | 14 Very Good
    Sharpe Ratio -0.39 0.81 -0.39 | 1.90 14 | 14 Poor
    Sterling Ratio 0.48 0.67 0.48 | 0.93 14 | 14 Poor
    Sortino Ratio -0.14 0.44 -0.14 | 1.47 14 | 14 Poor
    Jensen Alpha % -1.64 0.33 -1.64 | 3.26 14 | 14 Poor
    Treynor Ratio -0.64 -0.66 -0.96 | -0.56 6 | 14 Good
    Modigliani Square Measure % 5.12 7.28 5.12 | 9.22 14 | 14 Poor
    Alpha % -2.05 -0.16 -2.05 | 2.50 14 | 14 Poor
    Return data last Updated On : June 16, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 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
    16-06-2026 71.1551 80.0785
    15-06-2026 71.1427 80.063
    12-06-2026 71.0768 79.9843
    11-06-2026 71.0016 79.8982
    10-06-2026 71.0166 79.9135
    09-06-2026 71.0052 79.8992
    08-06-2026 70.8355 79.7066
    05-06-2026 70.7025 79.5525
    04-06-2026 70.576 79.4087
    03-06-2026 70.5138 79.3371
    02-06-2026 70.5455 79.3713
    01-06-2026 70.4916 79.3091
    29-05-2026 70.4921 79.3052
    27-05-2026 70.4755 79.2835
    26-05-2026 70.4185 79.2179
    25-05-2026 70.3867 79.1806
    22-05-2026 70.2369 79.0075
    21-05-2026 70.1738 78.935
    20-05-2026 70.2679 79.0394
    19-05-2026 70.266 79.0358
    18-05-2026 70.2189 78.9813

    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.