Sundaram Medium Duration Fund
Direct · Growth ₹80.92
18 Aug 2026
NAV
6.7%
3Y CAGR
6.5%
5Y CAGR
6.6%
10Y CAGR
6.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.38
Sharpe
-8.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
1.09%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.37 L | 6.8% | -2.8% | 20.0% |
| 3 Years | ₹36.00 L | ₹39.63 L | 6.6% | 2.0% | 12.2% |
| 5 Years | ₹60.00 L | ₹69.59 L | 6.2% | 4.0% | 8.9% |
| 7 Years | ₹84.00 L | ₹1.02 Cr | 6.0% | 4.8% | 8.5% |
| 10 Years | ₹1.20 Cr | ₹1.61 Cr | 5.8% | 5.4% | 6.2% |
| 12 Years | ₹1.44 Cr | ₹2.10 Cr | 6.1% | 5.7% | 6.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 6.8% | 8.0% |
| 3 Years | 6.6% | 7.5% |
| 5 Years | 6.2% | 7.0% |
| 7 Years | 6.0% | 7.0% |
| 10 Years | 5.8% | 7.2% |
| 12 Years | 6.1% | 7.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 6.8% | 6.8% | -0.4% | 16.5% | 0.10 | 0.16 | 100% | — | — |
| 3 Years | 6.7% | 6.9% | 3.1% | 11.4% | 0.09 | 0.14 | 100% | — | — |
| 5 Years | 6.5% | 5.8% | 4.6% | 9.2% | -0.01 | -0.02 | 100% | — | — |
| 10 Years | 6.6% | 6.6% | 5.9% | 7.3% | 0.38 | 0.73 | 100% | — | — |
-8.0%
Max Drawdown
3 mo
Drawdown Duration
8 mo
Recovery Time
-0.4%
Avg Drawdown
Calmar Ratio by Duration
0.85
1Y
0.83
3Y
0.81
5Y
0.82
7Y
0.82
10Y
0.85
12Y