Previously Known As : Sundaram Medium Term Bond Fund
Sundaram Medium Duration Fund Overview
Category Medium Duration Fund
BMSMONEY Rank 12
Rating
Growth Option 03-04-2025
NAV ₹68.0(R) -0.03% ₹75.76(D) -0.03%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 7.06% 4.8% 4.37% 4.82% -%
Direct 8.0% 5.74% 5.34% 5.78% -%
Benchmark
SIP (XIRR) Regular 7.5% 6.24% 4.86% 4.78% 4.82%
Direct 8.42% 7.17% 5.81% 5.73% 5.76%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
-1.25 -0.37 0.36 -1.06% -0.03
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
1.8% -2.13% -2.23% 0.85 1.43%

NAV Date: 03-04-2025

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) 13.32
0.0000
-0.0300%
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan- Half Yearly Income Distribution cum Capital Withdrawal (IDCW) 13.36
0.0000
-0.0300%
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Annual Income Distribution cum Capital Withdrawal (IDCW) 13.51
0.0000
-0.0300%
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Annual Income Distribution cum Capital Withdrawal (IDCW) 15.31
0.0000
-0.0300%
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Bonus 23.22
-0.0100
-0.0300%
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Quarterly Income Distribution cum Capital Withdrawal (IDCW) 27.04
-0.0100
-0.0300%
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Regular Plan - Growth 68.0
-0.0200
-0.0300%
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Growth 75.76
-0.0200
-0.0300%

Review Date: 03-04-2025

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 -1.06% which is lower than the category average of 1.42%, showing poor performance. The fund has a Sharpe Ratio of -1.25 which is lower than the category average of -0.38.
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 1.45%, 2.48 and 3.76 in last one, three and six months respectively. In the same period the category average return was 1.7%, 3.03% and 4.81% respectively.
  • Sundaram Medium Duration Fund has given a return of 8.0% in last one year. In the same period the Medium Duration Fund category average return was 9.76%.
  • The fund has given a return of 5.74% in last three years and ranked 12.0th out of 12 funds in the category. In the same period the Medium Duration Fund category average return was 7.75%.
  • The fund has given a return of 5.34% in last five years and ranked 11th out of 11 funds in the category. In the same period the Medium Duration Fund category average return was 7.64%.
  • The fund has given a SIP return of 8.42% in last one year whereas category average SIP return is 10.46%. The fund one year return rank in the category is 13th in 13 funds
  • The fund has SIP return of 7.17% in last three years and ranks 12th in 12 funds. Aditya Birla Sun Life Medium Term Plan has given the highest SIP return (12.77%) in the category in last three years.
  • The fund has SIP return of 5.81% in last five years whereas category average SIP return is 8.0%.

Sundaram Medium Duration Fund Risk Analysis

The fund has a standard deviation of 1.8 and semi deviation of 1.43. The category average standard deviation is 2.18 and semi deviation is 1.27. The fund has a Value at Risk (VaR) of -2.13 and a maximum drawdown of -2.23. The category average VaR is -1.06 and the maximum drawdown is -1.35. The fund has a beta of 0.85 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

  • 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
    03-04-2025 67.995 75.7624
    02-04-2025 68.014 75.7818
    28-03-2025 67.7325 75.4596
    27-03-2025 67.6678 75.3859
    26-03-2025 67.6172 75.3278
    25-03-2025 67.551 75.2524
    24-03-2025 67.5328 75.2306
    21-03-2025 67.4879 75.1755
    20-03-2025 67.4558 75.1381
    19-03-2025 67.3854 75.0581
    18-03-2025 67.3261 74.9904
    17-03-2025 67.2833 74.9411
    13-03-2025 67.2324 74.8778
    12-03-2025 67.2239 74.8668
    11-03-2025 67.2015 74.8402
    10-03-2025 67.1742 74.8081
    07-03-2025 67.1692 74.7976
    06-03-2025 67.172 74.7991
    05-03-2025 67.1076 74.7257
    04-03-2025 67.0548 74.6653
    03-03-2025 67.0707 74.6814

    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.