Sundaram Medium Term Fund does not yet have a 5-year performance history.
The average return for Medium Duration funds is 34.78% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 6.27% | 2.68% |
| 2 Year Return | 16.06% | 9.32% |
| 3 Year Return | 21.38% | 16.67% |
| 4 Year Return | 24.92% | 25.63% |
| 5 Year Return | 40.73% | 34.78% |
| 6 Year Return | 48.91% | 45.31% |
| 7 Year Return | 76.05% | 57.07% |
| Expense Ratio | 1.63% | - |
AMC: SUNDARAM
Category: Debt • Medium Duration
Launch Date: 18 Dec 1997
Fund Manager: Mr. Kumaresh Ramakrishnan
Minimum Purchase: ₹5,000
Exit Load:
Lock-in: 0
Risk: Low Risk
Sundaram Medium Term Fund is managed by SUNDARAM and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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