Sundaram Medium Term Fund
The scheme seeks to generate income and capital appreciation by investing in Fixed Income Securities and Money Market Instruments.
Growthvine rating: 1/5 — ranked #32 of 34 in category.
Fund basics
| Category | Debt: Medium Duration |
|---|---|
| NAV | ₹70.99 (as of 2026-10-26) |
| AUM | ₹32 Cr |
| Expense ratio | 1.63% |
| Riskometer | Moderate |
| Fund manager | Kumaresh Ramakrishnan |
| Exit load | 0 |
Performance & risk
| 5-year annualised return | 3.89% |
|---|---|
| Sharpe ratio | -0.42 |
| Standard deviation | 1.61% |
| Max drawdown | −8.45% |
| Alpha | 0 |
| Beta | 0 |
Over 5 years, captured 75.6% of NIFTY Medium Duration Debt Index's upside and — of its downside.
Market cap allocation
Concentration
Top holdings
Not disclosed.
Top sectors
Not disclosed.
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|---|---|---|
| 2026 (partial) | 1.0% | Q4 (Bottom) | #34 of 34 |
| 2025 | 5.7% | Q4 (Bottom) | #33 of 33 |
| 2024 | 6.2% | Q4 (Bottom) | #32 of 32 |
| 2023 | 5.5% | Q4 (Bottom) | #22 of 22 |
| 2022 | 0.7% | Q4 (Bottom) | #14 of 14 |