Income/Debt Oriented Schemes - Medium Term Fund
| Period | Win Ratio (%) | Avg Win over Benchmark (%) | Avg Loss over Benchmark (%) |
|---|---|---|---|
| 30 days | 42% | 30% | 58% |
| 60 days | 39% | 24% | 36% |
| 90 days | 38% | 20% | 30% |
| 180 days | 38% | 14% | 22% |
| 1Yr | 33% | 8% | 15% |
| 3Yr | 11% | 2% | 8% |
| 5Yr | 7% | 3% | 8% |
| 7Yr | 1% | 1% | 7% |
| 10Yr | 0% | 0% | 7% |
| Period | Sundaram Medium Term Fund Direct Plan - Growth | Nifty 50 |
|---|---|---|
| 30 days | -6.2% | -13.4% | 6.3% | 33.8% | 26.6% | -61.9% | 14.2% | 180.7% |
| 60 days | -4.1% | -8.9% | 6.4% | 25.3% | -23.0% | -45.3% | 16.7% | 120.0% |
| 90 days | -2.9% | -6.5% | 6.5% | 22.5% | -25.0% | -37.7% | 15.4% | 102.4% |
| 1 Year | 2.5% | 0.8% | 6.7% | 14.0% | -10.0% | -14.9% | 12.2% | 55.8% |
| 3 Years | 5.7% | 3.4% | 6.9% | 10.3% | 7.7% | 3.5% | 13.4% | 23.9% |
| 5 Years | 4.7% | 4.8% | 5.7% | 8.7% | 6.4% | 4.9% | 13.7% | 21.6% |
| 7 Years | 4.9% | 5.2% | 6.2% | 8.5% | 11.2% | 8.2% | 13.4% | 15.7% |
| 10 Years | 5.6% | 5.7% | 6.6% | 7.1% | 11.7% | 11.3% | 13.3% | 15.0% |
| Start Date | End Date | Duration | Max Drop (%) | Benchmark & Other Symbols Max Drop | Start Value | Min Value | End Value |
|---|---|---|---|---|---|---|---|
| May 27, 2013 | April 18, 2014 | 326 days | 8% | Nifty 50: 12% | 10768 | 9903 | 10776 |
| March 4, 2020 | June 11, 2020 | 99 days | 5% | Nifty 50: 32% | 17865 | 16933 | 17868 |