Sundaram Mutual FundShort DurationDirect plan, growth

Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund)

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NAV: ₹51.32; —11 Sept 2026
AUM (₹ Cr): 188; Average, April - June 2026
Expense ratio: 0.28%; Regular 0.80%
Risk: —; SEBI riskometer

1Y return: 5.8%0.0%; Category 5.7%
3Y CAGR: 7.5%0.0%; Category 7.5%
5Y CAGR: —; Category 6.8%

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Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund)

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily NAVs. Risk-free rate 6.5% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
Fund	+0.2%	+1.5%	+3.0%	+3.9%	+5.8%	+7.5%	—	—	+6.8%
Benchmark	—	—	—	—	—	—	—	—	—
Short Duration average	0.1%	1.5%	3.0%	3.8%	5.7%	7.5%	6.8%	7.0%	8.5%
Difference	—	—	—	—	—	—	—	—	—

Portfolio

Fund details

Fund house: Sundaram Mutual Fund
Category: Debt · Short Duration
Benchmark: —
Launch date: 3 Jan 2022 (4.7 years)
Structure: Open Ended
Plans and options: Direct Growth, Regular Growth
Fund manager: Kumaresh Ramakrishnan
Minimum SIP: ₹250
Minimum lumpsum: ₹5,000 (then ₹500)
Exit load: None
Lock-in: None
Expense ratio as of: 9 Sept 2026
AUM period: April - June 2026
ISIN, Direct Growth: INF173K01GP0
ISIN, Regular Growth: INF173K01BA3
Scheme code: 149587, 149585

NAV and returns as of 11 Sept 2026; returns are for the direct plan, growth option, before entry or exit costs. Not investment advice.

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