TickerKhojSundaram Mutual Fund · Debt · Medium Term · Direct plan
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Direct Plan - Growth
₹80.3743NAV on 2 Nov 2026Expense ratio 1.17%
3 Nov 2025NAV low 78.35 · high 81.07+2.6%
In plain words
Over 3 years it returned +5.8% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -1.2%.
On 3-year return it ranks 12 of 12 funds in Medium Term.
A monthly SIP over 10 years ended ₹73,725 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% | +4.6% |
| 3 months | -0.4% | -3.8% |
| 6 months | +1.6% | -1.6% |
| 1 year | +2.7% | -8.1% |
| 3 years (yearly) | +5.8% | +8.0% |
| 5 years (yearly) | +4.8% | +6.5% |
| 10 years (yearly) | +5.6% | +11.7% |
| Since start (yearly) | +6.6% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,21,420 | +2.2% |
| 3 years | ₹3,60,000 | ₹3,85,738 | +4.5% |
| 5 years | ₹6,00,000 | ₹6,83,037 | +5.1% |
| 10 years | ₹12,00,000 | ₹15,67,179 | +5.2% |
Other plan of this fund: Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Regular Plan - Growth