The current NAV of Sundaram Medium Duration Fund(Q-IDCW) is ₹27.29, as of 17th April 2025.

The Sundaram Medium Duration Fund(Q-IDCW) was launched on 8th January 2013. This mutual fund's past returns are as follows:

• 1 Year Returns: 7.77%
• 3 Year Returns: 5.39%
• 5 Year Returns: 4.19%

The top sectors Sundaram Medium Duration Fund(Q-IDCW) has invested in are as follows:

• G-Sec | 79.29%
• Home Financing | 4.70%
• Telecom Services | 4.69%
• Specialized Finance | 3.51%
• Others | 2.73%

This data is as on 17th April 2025.

The top 5 holdings for Sundaram Medium Duration Fund(Q-IDCW) are as follows:

• 7.10% Central Government Securities 08/04/2034 | 36.21%
• 5.74% Central Government Securities 15/11/2026 | 23.12%
• 7.37% Government Securities-23/10/2028 | 12.03%
• 7.44% Tamil Nadu State Government Securities -20/03/2034 | 5.55%
• Bharti Telecom Ltd - 8.9% - 04/12/2025** | 4.69%

This data is as on 17th April 2025.

The asset allocation for Sundaram Medium Duration Fund(Q-IDCW) is as follows:

• Government Securities | 79.29%
• Corporate Debt | 15.25%
• Cash & Equivalents | 5.16%
• N/A | 0.29%

This data is as on 17th April 2025.

The AUM (i.e. assets under management) of Sundaram Medium Duration Fund(Q-IDCW) is ₹42.78 Cr as of 17th April 2025.

The expense ratio of Sundaram Medium Duration Fund(Q-IDCW) Plan is 1.39 as of 17th April 2025.

The volatility or standard deviation for the Sundaram Medium Duration Fund(Q-IDCW) is 1.10

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Sundaram Medium Duration Fund(Q-IDCW) is 4.37

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Sundaram Medium Duration Fund(Q-IDCW) is 0.55

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.