Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund) - Regular Plan - IDCW (Income Distribution CUM Capital Withdrawal)

Sundaram Mutual Fund · Medium Term Fund

NAV as of 27 Jun 2025

₹13.5927

1y return: +3.04%; absolute
3y return: +3.38%; CAGR
5y return: —; CAGR

NAV history

Low ₹13.1911High ₹13.6793

Scheme details

Fund house: Sundaram Mutual Fund
Category: Income/Debt Oriented Schemes - Medium Term Fund
Plan: Regular Plan
Option: IDCW (Income Distribution CUM Capital Withdrawal)
AMFI scheme code: 100609
ISIN (growth / payout): INF903J01FS8
ISIN (reinvestment): INF903J01FV2
52-week high: ₹13.6793
52-week low: ₹13.1911

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 3.4% p.a.: ₹7,15,443

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)	₹27.2183	−0.33%	+3.37%	+2.96%
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)Regular · Bonus	Regular · Bonus	₹23.6242	+7.41%	+6.06%	—
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)Regular · GROWTH	Regular · GROWTH	₹71.7973	+3.41%	+5.26%	+4.04%
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 · 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 · 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
Sundaram Medium Term Fund (Formerly Known as Sundaram Medium Duration Fund)Regular · IDCW (Income Distribution CUM Capital Withdrawal)	Sundaram Mutual Fund	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)	Sundaram Mutual Fund	Regular · IDCW (Income Distribution CUM Capital Withdrawal)	₹13.2521	−1.14%	+1.79%	+1.35%

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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.