Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) (Regular)
Sundaram Mutual Fund · benchmark: the median Medium Term fund · 20.6 years old · AMFI code 100603
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 21.9 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 1.6% | 2.6% | -1.1% | 12 / 12 |
| 1 year | 2.3% | 4.3% | -2.0% | 12 / 12 |
| 3 years (a year) | 5.0% | 6.7% | -1.7% | 12 / 12 |
| 5 years (a year) | 4.0% | 5.8% | -1.8% | 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) (Regular plan)?
₹71.65 on 6 Nov 2026 (Growth option).
What is the expense ratio of Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) (Regular)?
1.83% a year; the Direct plan's is 1.17%.
What return has Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) given over 3 years?
5.0% a year (Regular plan) over the 3 years to 6 Nov 2026, against 6.7% for the median Medium Term fund.
How is Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) rated?
C: 12 of 12 Regular 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.