MonitorDirect · Growth
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Institutional
Sundaram Mutual FundIncome/Debt Oriented Schemes - Medium Term Fund13.7 years
- NAV
- 80.5383
- 15 Sept 2026
- 1Y
- +3.7%
- Trailing CAGR
- AUM
- ₹32.6 Cr
- 31 Aug 2026
- Volatility
- Low
- 2.9% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+3.7%
- 3Y+5.9%
- 5Y+4.8%
- 10Y+5.8%
- SI+6.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+3.2%
- 3Y+5.1%
- 5Y+5.4%
- 10Y+5.4%
- Since inception
- +6.6%
- Calendar-day CAGR
- Excess 1Y
- -2.6%
- Category median, same plan and option
- 3Y win rate
- +3%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- Worst rolling 3Y
- +3.1%
- 2589 daily-ending windows
- Median rolling 3Y
- +6.9%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2106 daily-ending windows
- SIP 3Y XIRR
- +5.1%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 7 days
- 299 recovered episodes
- Longest recovery
- 245 days
- Trough to prior peak
- Current spell
- 32 days
- Days below latest peak
- Time below peak
- +69%
- NAV observations
27 May 2013 – 21 Apr 2014
Trough 19 Aug 2013 · recovered in 245 days
-8.0%
4 Mar 2020 – 11 Jun 2020
Trough 23 Mar 2020 · recovered in 80 days
-5.2%
24 Nov 2016 – 15 May 2017
Trough 28 Dec 2016 · recovered in 138 days
-2.7%
20 Oct 2015 – 15 Mar 2016
Trough 25 Feb 2016 · recovered in 19 days
-2.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
34
Consistency
9
Risk-adjusted
50
Drawdown
80
Mean
35
Portfolio
31 Aug 2026 · 17 holdings · top 10 are 86.6%.
- Top 5
- 63.9%
- Top 10
- 86.6%
- Largest holding
- 28.3%
- Effective holdings
- 7.7
GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100
Entities
28.3%
GOVERNMENT OF INDIA 37080 GOI 16FB31 6.36 FV RS 100
Entities
12.2%
Repo
Unspecified
11.2%
CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED SR 653 7.38 NCD 28MY27 FVRS1LAC
Financial
6.1%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR VII 7.42 BD 12MR29 FVRS1LAC
Financial
6.1%
What changed
RENAME
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) renamed to Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Institutional
7 Jan 2025
RENAME
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Institutional renamed to Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)
27 Jun 2025
RENAME
Scheme renamed from Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) to Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Institutional.
7 Jan 2025
RENAME
Scheme renamed from Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Institutional to Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund).
27 Jun 2025
RENAME
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) renamed to Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Institutional
7 Jan 2025
RENAME
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Institutional renamed to Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)
27 Jun 2025
RENAME
Scheme renamed from Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) to Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Institutional.
7 Jan 2025
RENAME
Scheme renamed from Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Institutional to Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund).
27 Jun 2025
RENAME
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) renamed to Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Institutional
7 Jan 2025
RENAME
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Institutional renamed to Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)
27 Jun 2025
RENAME
Scheme renamed from Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) to Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Institutional.
7 Jan 2025
RENAME
Scheme renamed from Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Institutional to Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund).
27 Jun 2025
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Axis Medium Term Fund
Axis Mutual Fund
- 1Y
- +6.7%
- 3Y
- +8.3%
- Vol
- 2.5%
- Max DD
- -7.3%
- Sharpe
- 1.31
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Bandhan Medium Term Fund
Bandhan Mutual Fund
- 1Y
- +6.0%
- 3Y
- +7.5%
- Vol
- 2.0%
- Max DD
- -3.6%
- Sharpe
- 1.17
- 3Y win
- +29%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
DSP Medium Term Fund
DSP Mutual Fund
- 1Y
- +4.6%
- 3Y
- +7.1%
- Vol
- 2.8%
- Max DD
- -5.4%
- Sharpe
- 0.62
- 3Y win
- +5%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
HDFC Medium Term Fund
HDFC Mutual Fund
- 1Y
- +6.6%
- 3Y
- +7.8%
- Vol
- 1.7%
- Max DD
- -3.5%
- Sharpe
- 1.64
- 3Y win
- +64%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
HSBC Medium Term Fund
HSBC Mutual Fund
- 1Y
- +5.8%
- 3Y
- +7.8%
- Vol
- 1.2%
- Max DD
- -0.6%
- Sharpe
- 2.12
- 3Y win
- +93%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns