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Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) (Direct)

Mutual Funds › Medium Term Fund

Sundaram Mutual Fund · Medium Term Fund

5.91%
a year over the last 3 years
Latest priceNAV Rs 80.95as of 09-Nov-2026
Rank by 3-year return12 of 12Direct Medium Term Fund
Rs 10,000 put in 3 years agoRs 11,880before tax

Compare with another fundAll Medium Term Fund funds

NAV chart

+0.39% in the last month
80.0280.4980.976 Oct 20266 Nov 2026
−0.06% in the last 3 months
80.0180.5881.156 Aug 20266 Nov 2026
+1.87% in the last 6 months
78.7779.9981.207 May 20266 Nov 2026
+3.10% in the last year
78.2379.7581.287 Nov 20256 Nov 2026
+18.78% in the last 3 years (5.92% a year)
67.0474.5682.0710 Nov 20236 Nov 2026
+26.95% in the last 5 years (4.90% a year)
61.4571.9382.4212 Nov 20216 Nov 2026

Daily NAVs for the last 6 months and weekly NAVs before that, from AMFI. Charts show the NAV (the price of one unit), not your return after tax.

Returns compared with the category

PeriodThis fundCategory avgGap
1M0.61%0.61%▲ 0.00 pts
3M0.04%0.43%▼ 0.39 pts
6M2.03%3.04%▼ 1.01 pts
1Y3.19%5.31%▼ 2.12 pts
3Y5.91%7.73%▼ 1.82 pts
5Y4.90%6.97%▼ 2.07 pts
10Y5.65%6.76%▼ 1.11 pts

Returns under 1 year are absolute; 1 year and above are per year (CAGR). Category average is the simple average of all Direct Growth schemes in the category.

How fast has money doubled here?

At the fund’s 3-year pace of 5.91% a year, an amount would double in about 12.1 years.

This is arithmetic on a past return, not a forecast. Returns change every year.

Fund facts

Fund houseSundaram Mutual Fund
Category (AMFI)Medium Term Fund
Launch date16-Oct-1997
Minimum amount (AMFI scheme data)Rs.5000/-
Latest NAV date09-Nov-2026
AMFI scheme code119675
ISININF903J01PO6

Source: AMFI (Association of Mutual Funds in India) published NAVs and scheme data. Returns, charts and rankings are computed by MyFinanceBandhu from those NAVs; they ignore taxes, exit load and the timing of your own investments. Figures are for the Direct plan, Growth option. Past performance does not indicate future returns, and the doubling time and rupee illustrations above are arithmetic on past figures, not forecasts. This page is education, not advice; MyFinanceBandhu is not a SEBI-registered investment adviser and does not recommend any fund. Mutual fund investments are subject to market risks; read all scheme related documents carefully.