Sundaram Medium Duration Fund Direct Growth
Scheme code: INF903J01PO6
NAV value:
₹ 79.2705
NAV date: 18 March, 2026
TER: 1.09%
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Medium Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -0.36 | 16.51 | 6.88 | 6.92 | 8.07 |
| 3 year | 3.12 | 11.39 | 6.97 | 6.70 | 6.96 |
| 5 year | 4.62 | 9.15 | 6.12 | 6.55 | 6.31 |
| 7 year | 5.13 | 9.09 | 6.31 | 6.63 | 6.54 |
| 10 year | 6.16 | 7.25 | 6.68 | 6.67 | 7.22 |
| 12 year | 6.60 | 7.35 | 6.90 | 6.89 | 8.31 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,37,411 - Absolute Returns: ₹37,411 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,64,517 - Absolute Returns: ₹3,64,517 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹69,82,762 - Absolute Returns: ₹9,82,762 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,02,96,774 - Absolute Returns: ₹18,96,774 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,61,40,026 - Absolute Returns: ₹41,40,026 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,10,73,281 - Absolute Returns: ₹66,73,281 - CAGR: %Drawdown Metrics
Max Drawdown
-8.03 %
Drawdown Duration
3 months
Recovery Time
8 months
Avg Drawdown
-0.43 %
Calmar Ratio by Duration
1
Y
0.8616
3
Y
0.8342
5
Y
0.8155
7
Y
0.8255
10
Y
0.8305
12
Y
0.8579