Sundaram Medium Duration Fund - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Latest (Updated on 31st Mar 2022)

Crisil Rank
(Updated on 31st Dec 2021)

Crisil Rank
(Updated on 30th Sep 2021)

Crisil Rank
(Updated on 30th Jun 2021)

Crisil Rank
(Updated on 31st Mar 2021)

Crisil Rank

Returns (NAV as on 21st November, 2025)

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	14-Nov-25	10005.50	0.06%	-	0.09%	9/14
1 Month	20-Oct-25	10027.20	0.27%	-	0.41%	12/14
3 Month	21-Aug-25	10133.60	1.34%	-	1.82%	14/14
6 Month	21-May-25	10126.40	1.26%	-	2.50%	14/14
YTD	01-Jan-25	10551.30	5.51%	-	7.58%	14/14
1 Year	21-Nov-24	10620.90	6.21%	6.21%	8.41%	14/14
2 Year	21-Nov-23	11308.70	13.09%	6.33%	8.34%	14/14
3 Year	21-Nov-22	11867.00	18.67%	5.87%	7.69%	14/14
5 Year	20-Nov-20	12126.20	21.26%	3.93%	6.62%	13/13
10 Year	20-Nov-15	17062.80	70.63%	5.48%	6.76%	12/13
Since Inception	18-Dec-97	69710.80	597.11%	7.20%	7.10%	8/13

Returns Calculator

SIP Returns (NAV as on 21st November, 2025)

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	21-Nov-24	12000	12335.15	2.79 %	5.2 %
2 Year	21-Nov-23	24000	25499.97	6.25 %	5.93 %
3 Year	21-Nov-22	36000	39392.01	9.42 %	5.92 %
5 Year	20-Nov-20	60000	68220.52	13.7 %	5.07 %
10 Year	20-Nov-15	120000	154670.58	28.89 %	4.96 %

SIP Calculator

Compare performance

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	-0.03%	0.27%	1.34%	1.26%	5.46%	6.21%	6.33%	5.87%	3.93%
Nifty 50	-0.47%	0.77%	3.92%	5.06%	10.25%	11.64%	15.01%	12.79%	15.16%
Benchmark: NIFTY Medium Duration Debt Index A-III	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Category Average	-0.03%	0.41%	1.82%	2.50%	7.58%	8.41%	8.34%	7.69%	6.62%
Category Rank	6/14	12/14	14/14	14/14	14/14	14/14	14/14	14/14	13/13
Best in Category	0.03%	0.54%	2.48%	4.41%	10.50%	11.55%	10.97%	9.53%	12.44%
Worst in Category	-0.07%	0.22%	1.34%	1.26%	5.46%	6.21%	6.33%	5.87%	3.93%

quartely results (NAV as on 21st November, 2025)

Period

This Fund

Nifty 50

NIFTY Medium Duration Debt Index A-III

Category Average

2025

5.53%

9.79%

5.71%

Q4 - 2025	0.63%	4.96%	--	0.98%
Q3 - 2025	0.34%	-3.64%	--	0.96%
Q2 - 2025	2.18%	10.15%	--	1.00%
Q1 - 2025	1.93%	-2.43%	--	1.72%

2024

6.13%

8.75%

6.74%

Q4 - 2024	0.96%	-8.34%	--	1.52%
Q3 - 2024	2.19%	6.91%	--	2.62%
Q2 - 2024	1.27%	7.48%	--	1.67%
Q1 - 2024	1.63%	3.31%	--	2.08%

2023

5.32%

19.48%

11.94%

Q4 - 2023	1.62%	11.33%	--	1.69%
Q3 - 2023	0.60%	1.07%	--	1.20%
Q2 - 2023	1.74%	10.29%	--	0.97%
Q1 - 2023	1.41%	-4.60%	--	1.58%

2022

0.66%

3.24%

44.25%

Q4 - 2022	1.42%	7.76%	--	1.66%
Q3 - 2022	0.87%	8.52%	--	2.63%
Q2 - 2022	-1.99%	-10.70%	--	-0.66%
Q1 - 2022	0.27%	-0.91%	--	0.50%

2021

1.61%

23.79%

5.36%

Q4 - 2021	0.02%	-1.02%	--	0.33%
Q3 - 2021	1.31%	12.36%	--	3.18%
Q2 - 2021	0.94%	5.75%	--	1.48%
Q1 - 2021	-0.70%	4.80%	--	0.25%

2020

6.19%

14.77%

3.07%

Q4 - 2020	1.68%	22.46%	--	1.55%
Q3 - 2020	0.77%	7.84%	--	1.63%
Q2 - 2020	2.70%	24.82%	--	1.82%
Q1 - 2020	0.77%	-29.43%	--	-0.38%

2019

8.21%

11.53%

-0.19%

Q4 - 2019	1.53%	7.12%	--	1.14%
Q3 - 2019	2.25%	-3.30%	--	2.31%
Q2 - 2019	1.82%	1.68%	--	0.15%
Q1 - 2019	2.21%	6.96%	--	2.04%

2018

4.68%

4.09%

3.7%

Q4 - 2018	2.39%	-1.32%	--	2.37%
Q3 - 2018	0.86%	3.29%	--	1.04%
Q2 - 2018	-0.03%	4.36%	--	0.55%
Q1 - 2018	1.31%	-2.14%	--	1.68%

2017

5.7%

27.58%

4.12%

Q4 - 2017	0.21%	5.84%	--	0.59%
Q3 - 2017	1.70%	2.54%	--	1.75%
Q2 - 2017	2.65%	3.06%	--	2.34%
Q1 - 2017	1.04%	12.16%	--	1.58%

2016

10.99%

2.72%

7.94%

Q4 - 2016	1.54%	-6.39%	--	2.11%
Q3 - 2016	4.72%	3.40%	--	4.13%
Q2 - 2016	0.89%	7.45%	--	1.34%
Q1 - 2016	2.47%	-2.82%	--	2.38%

2015

5.21%

-4.08%

5.11%

Q4 - 2015	-0.39%	-0.06%	--	1.01%
Q3 - 2015	3.76%	-5.96%	--	3.07%
Q2 - 2015	-0.81%	-2.54%	--	0.92%
Q1 - 2015	2.51%	2.50%	--	2.61%

2014

13.21%

31.44%

8.69%

Q4 - 2014	5.60%	4.24%	--	4.34%
Q3 -	--	4.32%	--	--
Q2 - 2014	3.26%	13.25%	--	3.34%
Q1 - 2014	2.01%	6.39%	--	2.55%

Best Quarters

Period	This Fund	Nifty 50	NIFTY Medium Duration Debt Index A-III	Category Average
Q4 - 2014	5.60%	4.24%	--	4.34%
Q3 - 2016	4.85%	3.40%	--	4.13%
Q3 - 2016	4.72%	3.40%	--	4.13%

Worst Quarters

Period	This Fund	Nifty 50	NIFTY Medium Duration Debt Index A-III	Category Average
Q2 - 2022	-1.99%	-10.70%	--	-0.66%
Q2 - 2015	-0.81%	-2.54%	--	0.92%
Q2 - 2022	-1.04%	-10.70%	--	-0.66%