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Sundaram Mutual Fund

Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)

🌾 Steady YieldMedium DurationDebt

NAV 27 Oct 2026₹71.00+0.01% on the day

1 year+1.6%category +3.9%

3 years+4.8%a year, category +6.9%

5 years+3.8%a year, category +6.1%

Since launch+5.9%a year, from 3 Apr 2006

How ₹10,000 has grown

Net asset value of the Regular plan, growth option. Daily history from AMFI.

₹10,156is what ₹10,000 put in on 27 Oct 2025 is worth today+1.6% (1.6% a year)

Source: AMFI via api.mfapi.in. As on 27 Oct 2026.

Returns

Point to point, as on 27 Oct 2026. Periods of a year or more are annualised. Category is the average of the 12 open-ended Regular growth Medium Duration funds on AMFI’s list.

Period	This fund	Category	Rank
1 month	-0.6%
6 months	+0.8%
This yearsince 31 Dec	+1.0%
1 year	+1.6% a year	+3.9% a year	12 of 12
3 yearsannualised	+4.8% a year	+6.9% a year	12 of 12
5 yearsannualised	+3.8% a year	+6.1% a year	11 of 11
10 yearsannualised	+4.7% a year
Since launch3 Apr 2006	+5.9% a year

If you had run a SIP

₹10,000 on the first NAV date of every month, annualised return (XIRR) to 27 Oct 2026.

3 years+3.5%₹3.6 lakh invested, a year

5 years+4.1%₹6 lakh invested, a year

10 years+4.2%₹12 lakh invested, a year

Year by year

Calendar-year returns, last NAV of each December.

+6%2017

+5%2018

+8%2019

+6%2020

+2%2021

+1%2022

+5%2023

+6%2024

+6%2025

+1%2026

How bumpy the ride has been

Computed from the fund’s own price history. This is a description of past price behaviour, not the SEBI riskometer.

LowModerateHighVery high

Low swing. Prices barely move day to day. Think of it as a parking place rather than an engine.

Volatility1.3%annualised, 3 years

Worst fall-8.4%May 2013 to Aug 2013

Recovery9 momonths back to the old high

1-year windows positive97%of 121 rolling one-year periods

Worst 1 year-0.8%any 12-month window

Best 1 year+13.2%any 12-month window

Fund facts

From AMFI’s scheme master.

Fund houseSundaram Mutual Fund

CategoryMedium Duration

Theme on CrowwdSteady Yield

Launched3 Apr 2006 (20.6 years)

Plan and optionRegular, Growth

ISININF903J01FQ2

AMFI scheme code100603

52-week range₹69.89 to ₹71.95

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Invest in Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) from the Crowwd appKYC in a few minutes, SIP or one time, Regular plan. Your Hive, your exposure and every order in one place.

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Crowwd Network India Private Limited is an AMFI-registered Mutual Fund Distributor, ARN-364802. Mutual fund investments are subject to market risks. Read all scheme related documents carefully. This page describes how Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) has behaved using NAV history published by AMFI; returns are of the Regular plan, growth option, and past performance does not guarantee future returns. It is information, not advice, and no fund is recommended to you. Category averages and ranks are computed by Crowwd across the open-ended Regular growth schemes in the same AMFI category and are not official rankings.