TickerKhojSundaram Mutual Fund · Debt · Medium Term · Regular plan
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Regular Plan - Growth
₹71.2678NAV on 3 Nov 2026Expense ratio 1.90%
3 Nov 2025NAV low 69.91 · high 71.95+1.8%
In plain words
Over 3 years it returned +4.9% a year, against +8.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -1.3%.
On 3-year return it ranks 12 of 12 funds in Medium Term.
A monthly SIP over 10 years ended ₹73,802 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.2% | +6.2% |
| 3 months | -0.6% | -3.8% |
| 6 months | +1.3% | -0.0% |
| 1 year | +1.8% | -6.8% |
| 3 years (yearly) | +4.9% | +8.4% |
| 5 years (yearly) | +3.9% | +7.0% |
| 10 years (yearly) | +4.7% | +11.9% |
| Since start (yearly) | +5.9% | +11.5% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,20,984 | +1.5% |
| 3 years | ₹3,60,000 | ₹3,81,030 | +3.7% |
| 5 years | ₹6,00,000 | ₹6,68,397 | +4.3% |
| 10 years | ₹12,00,000 | ₹14,94,413 | +4.3% |
Other plan of this fund: Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Direct Plan - Growth