Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) (Direct)
Sundaram Mutual Fund · benchmark: the median Medium Term fund · 13.8 years old · AMFI code 119675
Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).
C (bottom 30%), score 20.2 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 1.9% | 3.0% | -1.1% | 12 / 12 |
| 1 year | 3.1% | 5.0% | -1.9% | 12 / 12 |
| 3 years (a year) | 5.9% | 7.4% | -1.5% | 12 / 12 |
| 5 years (a year) | 4.9% | 6.5% | -1.6% | 11 / 11 |
Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) (Direct plan)?
₹80.87 on 6 Nov 2026 (Growth option).
What is the expense ratio of Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) (Direct)?
1.17% a year; the Regular plan's is 1.83%.
What return has Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) given over 3 years?
5.9% a year (Direct plan) over the 3 years to 6 Nov 2026, against 7.4% for the median Medium Term fund.
How is Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) rated?
C: 12 of 12 Direct plans in Medium Term, on its track record. This describes the past and is not a recommendation.
Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Sundaram Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.