Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Regular Plan - GROWTH

Sundaram Mutual Fund · Medium Term Fund

NAV as of 9 Sept 2026

₹71.7973

1y return: +3.41%; absolute
3y return: +5.26%; CAGR
5y return: +4.04%; CAGR

NAV history

Low ₹69.429High ₹71.9511

Scheme details

Fund house: Sundaram Mutual Fund
Category: Income/Debt Oriented Schemes - Medium Term Fund
Plan: Regular Plan
Option: GROWTH
AMFI scheme code: 100603
ISIN (growth / payout): INF903J01FQ2
ISIN (reinvestment): —
52-week high: ₹71.9511
52-week low: ₹69.429

SIP projection

An illustration only. The rate below is an assumption, not a forecast, and actual returns will differ.

Monthly SIP (₹)YearsAssumed annual rate (%)

Amount invested: ₹6,00,000
Projected value at 5.3% p.a.: ₹7,92,486

Other variants of this fund

Scheme	Plan	NAV	1y	3y	5y
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)Direct · GROWTH	Direct · GROWTH	₹80.936	+4.25%	+6.16%	+4.96%
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)Direct · IDCW (Income Distribution CUM Capital Withdrawal)	Direct · IDCW (Income Distribution CUM Capital Withdrawal)	₹15.6036	+6.18%	+6.29%	—
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)Direct · IDCW (Income Distribution CUM Capital Withdrawal)	Direct · IDCW (Income Distribution CUM Capital Withdrawal)	₹27.2183	−0.33%	+3.37%	+2.96%
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)Regular · Bonus	Regular · Bonus	₹23.6242	+7.41%	+6.06%	—
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)Regular · IDCW (Income Distribution CUM Capital Withdrawal)	Regular · IDCW (Income Distribution CUM Capital Withdrawal)	₹13.5927	+3.04%	+3.38%	—
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)Regular · IDCW (Income Distribution CUM Capital Withdrawal)	Regular · IDCW (Income Distribution CUM Capital Withdrawal)	₹13.7426	+5.00%	+5.27%	—
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)Regular · IDCW (Income Distribution CUM Capital Withdrawal)	Regular · IDCW (Income Distribution CUM Capital Withdrawal)	₹13.2521	−1.14%	+1.79%	+1.35%
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)Regular · Institutional GROWTH	Regular · Institutional GROWTH	₹75.2476	+6.47%	+4.17%	—

Medium Term Fund peers, sorted by 1-year return

Same plan and option, from other fund houses. Sorted by a fact, not a recommendation.

Scheme	Fund house	Plan	NAV	1y	3y	5y
Aditya Birla Sun Life Medium Term FundRegular · GROWTH	Aditya Birla Sun Life Mutual Fund	Regular · GROWTH	₹43.8542	+8.68%	+9.90%	+11.94%

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Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns. NAV data is sourced from AMFI and may be delayed. The Good Wealth is an AMFI-registered mutual fund distributor and does not provide investment advice.