mutual funds sundaram medium term fund directgrowth

performance

Sundaram Medium Term Fund Direct-Growth

Debt: Medium Term - Growth (Open ended)

SEBI Riskometer: ModerateCategory: Debt: Medium TermBenchmark: NIFTY Medium Duration Debt Index A-IIICheck Portfolio Overlap →

NAV: ₹80.25-0.09%

14 Oct 2026

Rolling Returns Analysis

Rolling annualized returns of Sundaram Medium Term Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.

Metric	1 Yr Rolling Returns	3 Yr Rolling Returns	5 Yr Rolling Returns	7 Yr Rolling Returns
Analysis period	15 Jan, 2014 - 14 Oct, 2026	16 Feb, 2016 - 14 Oct, 2026	14 Mar, 2018 - 14 Oct, 2026	15 Apr, 2020 - 22 Jan, 2026
Average returns	7.06%	6.89%	6.68%	6.87%
Standard deviation	3.27%	1.95%	1.46%	1.03%
Best returns	16.54% 1 year ending on 19 Jan, 2015	12.03% 3 years ending on 04 Oct, 2016	9.54% 5 years ending on 29 Oct, 2018	9.39% 7 years ending on 20 Nov, 2020
Worst returns	-0.22% 1 year ending on 16 Jun, 2022	3.38% 3 years ending on 17 Aug, 2023	4.85% 5 years ending on 02 Apr, 2026	5.42% 7 years ending on 14 Feb, 2024
Period with positive return	99.74%	100.00%	100.00%	100.00%
Period with return > 5%	72.61%	76.00%	97.07%	100.00%
Period with return > 10%	18.49%	10.04%	0.00%	0.00%
Period with return > 15%	2.05%	0.00%	0.00%	0.00%
Beat % Category	15.01%	10.24%	0.00%	0.00%
Beat % Benchmark	32.85%	11.98%	9.19%	0.85%

Trailing Returns

Point-to-point returns of Sundaram Medium Term Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.

-10%

-5%

10%

1.9%

3.8%

-12.6%

YTD

-0.6%

-0.4%

-2.1%

1 M

1.5%

2.5%

-4.3%

6 M

2.6%

4.9%

-9.0%

1 Y

5.8%

7.6%

5.9%

3 Y

4.7%

6.7%

5.5%

5 Y

5.6%

6.3%

11.5%

10 Y

Fund

Debt: Medium Term

NIFTY Medium Duration Debt Index A-III

Name	YTD	1 M	6 M	1 Y	3 Y	5 Y	10 Y	Since Inception
Fund	1.89%	-0.61%	1.45%	2.63%	5.83%	4.74%	5.60%	6.58%
Debt: Medium Term	3.83%	-0.38%	2.55%	4.90%	7.64%	6.73%	6.35%	-
NIFTY Medium Duration Debt Index A-III	-12.60%	-2.13%	-4.32%	-9.04%	5.87%	5.53%	11.51%	-
Rank in category	13	10	13	13	13	13	11	-
Funds in category	13	13	13	13	13	13	11	-

Period Returns

Calendar-year, quarterly and monthly return history of Sundaram Medium Term Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.

Returns

Percentile rank

Annual

Quarterly

Monthly

Historical Performance

Track NAV movement and cumulative returns of Sundaram Medium Term Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.

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Frequently Asked Questions

What are the 1-year returns of Sundaram Medium Term Fund Direct-Growth?

Sundaram Medium Term Fund Direct-Growth has delivered a 1-year return of 2.63% as of 14 Oct 2026. During the same period, its benchmark NIFTY Medium Duration Debt Index A-III returned -9.04%. The fund has outperformed its benchmark over this period.

What are the 3-year returns of Sundaram Medium Term Fund Direct-Growth?

Sundaram Medium Term Fund Direct-Growth has delivered a 3-year CAGR of 5.83% as of 14 Oct 2026. Its benchmark NIFTY Medium Duration Debt Index A-III returned 5.87% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.

What are the 5-year returns of Sundaram Medium Term Fund Direct-Growth?

Sundaram Medium Term Fund Direct-Growth has delivered a 5-year CAGR of 4.74% as of 14 Oct 2026. Its benchmark NIFTY Medium Duration Debt Index A-III returned 5.53% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.

What are the returns of Sundaram Medium Term Fund Direct-Growth since inception?

Since its launch on 1 Jan 2013, Sundaram Medium Term Fund Direct-Growth has delivered a CAGR of 6.58%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.

How has Sundaram Medium Term Fund Direct-Growth performed vs its category over the long term?

Over the long term, Sundaram Medium Term Fund Direct-Growth has ranked 13 out of 13 funds in the Debt: Medium Term category on a 3-year basis, and 13 out of 13 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.

What is the Sharpe ratio of Sundaram Medium Term Fund Direct-Growth?

The Sharpe ratio of Sundaram Medium Term Fund Direct-Growth is 0.11 (as of 14 Oct 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.

What is the alpha of Sundaram Medium Term Fund Direct-Growth?

The alpha of Sundaram Medium Term Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the beta of Sundaram Medium Term Fund Direct-Growth?

The beta of Sundaram Medium Term Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What are the rolling returns of Sundaram Medium Term Fund Direct-Growth?

The average 1-year and 3-year rolling returns of Sundaram Medium Term Fund Direct-Growth is 7.06% and 6.89% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.

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Metric

1 Yr Rolling Returns

3 Yr Rolling Returns

5 Yr Rolling Returns

7 Yr Rolling Returns

Analysis period

15 Jan, 2014 - 14 Oct, 2026

16 Feb, 2016 - 14 Oct, 2026

14 Mar, 2018 - 14 Oct, 2026

15 Apr, 2020 - 22 Jan, 2026

Average returns

7.06%

6.89%

6.68%

6.87%

Standard deviation

3.27%

1.95%

1.46%

1.03%

Best returns

16.54%

1 year ending on 19 Jan, 2015

12.03%

3 years ending on 04 Oct, 2016

9.54%

5 years ending on 29 Oct, 2018

9.39%

7 years ending on 20 Nov, 2020

Worst returns

-0.22%

1 year ending on 16 Jun, 2022

3.38%

3 years ending on 17 Aug, 2023

4.85%

5 years ending on 02 Apr, 2026

5.42%

7 years ending on 14 Feb, 2024

Period with positive return

99.74%

100.00%

Period with return > 5%

72.61%

76.00%

97.07%

100.00%

Period with return > 10%

18.49%

10.04%

0.00%

Period with return > 15%

2.05%

0.00%

Beat % Category

15.01%

10.24%

0.00%

Beat % Benchmark

32.85%

11.98%

9.19%

0.85%

Name

YTD

1 M

6 M

1 Y

3 Y

5 Y

10 Y

Since Inception

Fund

1.89%

-0.61%

1.45%

2.63%

5.83%

4.74%

5.60%

6.58%

Debt: Medium Term

3.83%

-0.38%

2.55%

4.90%

7.64%

6.73%

6.35%

NIFTY Medium Duration Debt Index A-III

-12.60%

-2.13%

-4.32%

-9.04%

5.87%

5.53%

11.51%

Rank in category

Funds in category