Sundaram Medium Term Fund
Direct · Growth ₹80.88
11 Nov 2026
NAV
6.7%
3Y CAGR
6.4%
5Y CAGR
6.5%
10Y CAGR
6.6%
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.
0.14
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.
NA
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 | ₹12.36 L | 6.7% | -2.8% | 20.0% |
| 3 Years | ₹36.00 L | ₹39.60 L | 6.5% | 2.0% | 12.2% |
| 5 Years | ₹60.00 L | ₹69.53 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% | 5.2% | 6.2% |
| 12 Years | ₹1.44 Cr | ₹2.10 Cr | 6.1% | 5.5% | 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 | 6.7% | 6.9% |
| 3 Years | 6.5% | 7.6% |
| 5 Years | 6.2% | 7.0% |
| 7 Years | 6.0% | 7.0% |
| 10 Years | 5.8% | 7.1% |
| 12 Years | 6.1% | 7.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 6.8% | 6.7% | -0.4% | 16.5% | 0.08 | 0.12 | 100% | — | — |
| 3 Years | 6.7% | 6.9% | 3.1% | 11.4% | 0.08 | 0.12 | 100% | — | — |
| 5 Years | 6.4% | 5.7% | 4.6% | 9.2% | -0.05 | -0.07 | 100% | — | — |
| 10 Years | 6.5% | 6.6% | 5.6% | 7.3% | 0.14 | 0.21 | 100% | — | — |
-8.0%
Max Drawdown
3 mo
Drawdown Duration
8 mo
Recovery Time
-0.4%
Avg Drawdown
Calmar Ratio by Duration
0.84
1Y
0.83
3Y
0.80
5Y
0.81
7Y
0.82
10Y
0.85
12Y