Invesco Mutual Fund
Invesco India Medium Duration Fund - Direct Plan - Growth
Medium Duration
+6.9% 3Y CAGR
Sundaram Mutual Fund
Medium Duration · Direct · Growth
NAV as of 30 Oct 2026 · Source: AMFI
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) is a Medium Duration fund from Sundaram Mutual Fund, with NAVs going back to January 2013. This page covers its direct plan, growth option. It manages ₹32 crore, the 12th largest of 12 Medium Duration funds. Its expense ratio is 1.17% a year, higher than the median of 0.69% for Medium Duration funds.
Over the last three years it returned 5.73% a year, 12th of 12 Medium Duration funds (median 7.49%). Over five years it returned 4.74% a year, 11th of 11. It is 0.32 percentage points a year behind its benchmark, the NIFTY Medium Duration Debt Index A-III, over three years, on AMFI's figures. Its biggest fall from a peak in the last three years was 1.2%, and AMFI's riskometer rates it Moderate.
Annualised (CAGR) for periods over a year, calculated from AMFI NAVs up to 30 Oct 2026. Past performance does not guarantee future returns. How we calculate returns
1 Year
+2.45%
3 Years
+5.73%
5 Years
+4.74%
Since launch (2 Jan 2013)
+6.55%
Fund and benchmark returns as published by AMFI for 29 Oct 2026, so both sides use the same date and method. They can differ slightly from the figures above.
| Period | This fund | Benchmark | Difference |
|---|---|---|---|
| 1 Year | +2.43% | +1.24% | +1.19 pts |
| 3 Years | +5.75% | +6.07% | -0.32 pts |
| 5 Years | +4.75% | +5.18% | -0.43 pts |
| 10 Years | +5.61% | +6.47% | -0.86 pts |
| Since launch | +6.55% | +7.33% | -0.78 pts |
Measured from this fund's own daily NAVs over the last three years.
Volatility (annualised)
1.3%
How much the NAV typically swings in a year. Higher means a bumpier ride.
Worst fall from a peak
-1.2%
The biggest drop from a high to a later low. A sense of what a bad stretch has looked like.
Daily NAV since 2 Jan 2013.
These come from the fund's monthly factsheet and Scheme Information Document (SID). We don't show them yet, because we can't keep them accurate. Check them on Sundaram Mutual Fund's website before you invest.
Funds next to Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund), in the same category, ranked by 3-year return.
Invesco Mutual Fund
Medium Duration
+6.9% 3Y CAGR
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) Direct Plan - Growth
Research-only · No transactions