Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
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Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Growth
Sundaram Mutual Fund · Managed by Kumaresh Ramakrishnan; Sandeep Agarwal
42slipping
Latest NAV
₹80.9246
as of 18 Aug 2026
AUM
—
Expense ratio
0.99%
as of 30 Jun 2026
Inception
14 May 2026
FundScore
42/100slipping
Rank #35 of 79 · top 58%
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
0.35%
3M
2.39%
6M
2.23%
1Y
4.60%
3Y CAGR
6.28%
5Y CAGR
5.06%
Since incep.
6.72%
Fund details
- Fund manager
- Kumaresh Ramakrishnan; Sandeep Agarwal
- Riskometer
- Moderate Risk
- Type
- Open Ended
- Portfolio turnover
- —
- Volatility (3Y)
- 2.9%
- Rating (external)
- ★★☆☆☆as of 30 Jun 2026
Investment objective
To generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments
NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.
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Stock holdings
Latest portfolio disclosure for this scheme.
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