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Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Direct Plan - GROWTH
Medium Duration · Debt
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Direct Plan - GROWTH
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
-0.27
Return per unit of risk · rf 6.5%
Sortino (3Y)
-0.38
Downside-only Sharpe
Max Drawdown
-8.0%
Peak-to-trough · full history
Vol (3Y)
1.3%
Annualised σ of daily returns
Positive Days
63%
Smoothness proxy
This fund has delivered negative risk-adjusted returns over the last 3 years (Sharpe -0.27). Its worst peak-to-trough drop over the full history was 8.0% (small drawdowns) between 2013-05-27 and 2013-08-19. About 63% of trading days closed up. Profile: smooth NAV path.
YTD
+2.3%
Calendar YTD
1 Year
+3.7%
Trailing 12 mo
3 Year
+5.9%
CAGR
5 Year
+4.8%
CAGR
10 Year
+5.8%
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 2590 windows
- Best window CAGR
- +11.37%
- Median CAGR
- +6.92%
- Avg CAGR
- +6.66%
- Worst window CAGR
- +3.18%
- Positive windows
- 100.0%
5-Year Rolling Windows
- Sample size
- 2108 windows
- Best window CAGR
- +9.13%
- Median CAGR
- +5.75%
- Avg CAGR
- +6.46%
- Worst window CAGR
- +4.63%
- Positive windows
- 100.0%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Medium Duration
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Kotak Medium Term Fund
Kotak Mahindra Mutual Fund
|
+7.2% | +9.0% | +7.4% | — |
|
Kotak Medium Term Fund - Direct Plan - Standard Income Distribution cum capital withdrawal optio
Kotak Mahindra Mutual Fund
|
+7.2% | +9.0% | +7.4% | — |
|
Nippon India Medium Duration Fund (Existing Number of Segregated Portfolios - 1) - Direct Plan - Bonus Option
Nippon India Mutual Fund
|
+6.0% | +8.3% | +6.8% | — |
|
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) (this fund)
Sundaram Mutual Fund
|
+3.7% | +5.9% | +4.8% | — |
|
Union Medium Duration Fund
Union Mutual Fund
|
+0.0% | +3.4% | +3.5% | — |
|
BARODA BNP PARIBAS Medium Duration Fund
Baroda BNP Paribas Mutual Fund
|
+0.0% | +2.4% | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.