Sundaram Medium Duration Fund Direct Growth
Scheme code: INF903J01PO6
NAV value:
₹ 76.2577
NAV date: 15 April, 2025
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Medium Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|
| 1 year | 4.65 | 8.51 | 6.87 | 7.8 |
| 3 year | 3.05 | 5.77 | 4.23 | 6.13 |
| 5 year | 4.62 | 8.36 | 6.07 | 6.62 |
| 7 year | 5.04 | 9.17 | 6.76 | 7.32 |
| 10 year | 6.11 | 7.43 | 6.76 | 7.97 |
| 12 year | 6.70 | 6.93 | 6.83 | 8.19 |
Rolling return for 1 year
- Average return: 6.87% - Median return: 6.97% - Average standard deviation: 0.49Rolling return for 3 year
- Average return: 4.23% - Median return: 4.16% - Average standard deviation: 0.21Rolling return for 5 year
- Average return: 6.07% - Median return: 5.56% - Average standard deviation: 0.15Rolling return for 7 year
- Average return: 6.76% - Median return: 6.44% - Average standard deviation: 0.13Rolling return for 10 year
- Average return: 6.76% - Median return: 6.79% - Average standard deviation: 0.1Rolling return for 12 year
- Average return: 6.83% - Median return: 6.84% - Average standard deviation: 0.06SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|---|---|---|---|
| 1 year | 12,00,000 | 12,39,224 | 39,224 | 3.27 |
| 3 year | 36,00,000 | 38,33,882 | 2,33,882 | 2.12 |
| 5 year | 60,00,000 | 68,72,280 | 8,72,280 | 2.75 |
| 7 year | 84,00,000 | 1,03,92,694 | 19,92,694 | 3.09 |
| 10 year | 1,20,00,000 | 1,61,27,964 | 41,27,964 | 3.00 |
| 12 year | 1,44,00,000 | 2,10,56,631 | 66,56,631 | 3.22 |