Nippon India Medium Duration Fund vs Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund)
Medium Duration Fund · Direct Plan – Growth · Compared on official AMFI NAV data · NAVs as of 10-Jul-2026
| Metric | Nippon India Medium Duration Fund | Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) |
|---|---|---|
| Latest NAV | ₹18.29 | ₹80.67 |
| 1-Year Return | +8.99% | +4.23% |
| 3-Year Return (CAGR) | +8.64% | +6.22% |
| 5-Year Return (CAGR) | N/A | N/A |
| Volatility (1Y, annualised) | 2.7% | 1.5% |
| Max Drawdown | −0.7% | −1.0% |
| Fund House | Nippon India Mutual Fund | Sundaram Mutual Fund |
Growth of ₹10,000
If you had invested ₹10,000 in each fund
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Nippon India Medium Duration Fund vs Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund): which is better?
Nippon India Medium Duration Fund and Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) are both medium duration fund mutual funds (direct plan, growth option). This comparison uses each fund's official AMFI NAV history — the same daily data the fund houses publish — to compare returns, volatility and drawdowns side by side.
On 3-year returns (annualised), Nippon India Medium Duration Fund leads with +8.64% against +6.22% — a gap of about 2.42 percentage points per year over that period.
Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) has been the steadier fund over the past year, with annualised volatility of 1.5% versus 2.7%. Looking at worst falls, Nippon India Medium Duration Fund's deepest drawdown in the stored history is −0.7% against −1.0% for Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund).
Which fund suits you depends on your horizon and appetite for swings: the higher-return fund is only the better pick if you can hold through its rougher months. Use the ₹10,000 growth chart above to see how each fund actually behaved through market cycles, and consider consulting a SEBI-registered adviser before investing. This comparison is informational, not investment advice.
Key takeaways
- Nippon India Medium Duration Fund has delivered higher 3-year returns (+8.64% vs +6.22%).
- Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) has shown lower volatility over the trailing year.
- Nippon India Medium Duration Fund has had the shallower maximum drawdown (−0.7%).
Frequently Asked Questions
Which fund has given higher returns — Nippon India Medium Duration Fund or Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund)?
Over the past 3 year period, Nippon India Medium Duration Fund has delivered higher returns: +8.64% versus +6.22% annualised. Past performance does not guarantee future results.
Which fund is less risky — Nippon India Medium Duration Fund or Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund)?
Based on the trailing year, Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund) has shown lower day-to-day volatility (Nippon India Medium Duration Fund: 2.7%, Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund): 1.5% annualised). Volatility and drawdowns describe past behaviour, not future safety — both funds carry the market risk of their category.
Can I invest in both Nippon India Medium Duration Fund and Sundaram Medium Duration Fund (Formerly Known as Sundaram Medium Term Bond Fund)?
Yes — many investors split a SIP across two funds. If both funds are from the same category, remember they will hold overlapping stocks, so diversification benefits may be smaller than they appear. Check each scheme's portfolio before doubling up within one category.
More Medium Duration Fund comparisons
Returns, volatility and drawdowns are computed from official AMFI NAV history for direct-growth plans and may differ slightly from fund-house factsheets due to date conventions. Mutual fund investments are subject to market risks. This comparison is for informational purposes only — not investment advice.