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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: ₹80.09-0.10%
22 Oct 2026
Similar Funds
Side-by-side comparison of Sundaram Medium Term Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +2.31% | 4.49% | 13 / 13 |
| 3Y Return | +5.75% | 7.55% | 13 / 13 |
| 5Y Return | +4.71% | 6.69% | 13 / 13 |
| 10Y Return | +5.58% | 6.32% | 11 / 11 |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Debt: Medium Term
Top funds by AUM in the Debt: Medium Term category — see how Sundaram Medium Term Fund Direct-Growth compares on size and returns.
Funds Tracking NIFTY Medium Duration Debt Index A-III
Top funds tracking the NIFTY Medium Duration Debt Index A-III — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Sundaram Medium Term Fund Direct-Growth?
Funds similar to Sundaram Medium Term Fund Direct-Growth in the Debt: Medium Term category include SBI Medium Term Fund Direct-Growth, ICICI Prudential Medium Term Fund Direct-Growth, and HDFC Medium Term Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Sundaram Medium Term Fund Direct-Growth in its category?
On a 3-year return basis Sundaram Medium Term Fund Direct-Growth is ranked 13 out of 13 funds in the Debt: Medium Term category as of 21 Oct 2026. On a 5-year return basis it ranks 13 out of 13. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Sundaram Medium Term Fund Direct-Growth's expense ratio compare to similar funds?
Sundaram Medium Term Fund Direct-Growth has an expense ratio of 1.17%. The peers SBI Medium Term Fund Direct-Growth has an expense ratio of 0.72% and ICICI Prudential Medium Term Fund Direct-Growth has 0.73%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Sundaram Medium Term Fund Direct-Growth's AUM compare to similar funds?
Sundaram Medium Term Fund Direct-Growth has an AUM of ₹32.4 crore. The peers SBI Medium Term Fund Direct-Growth has an AUM of ₹6,418.65 crore and ICICI Prudential Medium Term Fund Direct-Growth has ₹5,331.4 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Debt: Medium Term?
The top performing fund in the Debt: Medium Term category on a 3-year basis is Aditya Birla Sun Life Medium Term Fund Direct-Growth with a CAGR of 10.36% as of 21 Oct 2026. Sundaram Medium Term Fund Direct-Growth has delivered 5.75% CAGR over the same period, ranking 13 out of 13 funds. You can view and compare the full category ranking on sharpely.
How does Sundaram Medium Term Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Sundaram Medium Term Fund Direct-Growth has a Sharpe ratio of 0.11 compared to the Debt: Medium Term average of 1.12 as of 21 Oct 2026. It ranks 13 out of 13 funds in its category on Sharpe ratio.