evenfolioFund Details
Sundaram Mutual Fund·Short Duration·Direct plan, growth
Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund)
- NAV
- ₹51.29
- —30 Oct 2026
- AUM (₹ Cr)
- 180
- Average, July - September 2026
- Expense ratio
- 0.28%
- Regular 0.80%
- Risk
- Low to Moderate
- SEBI riskometer
- 1Y return
- 4.7%+1.2%
- Benchmark 3.5%
- 3Y CAGR
- 7.3%+0.9%
- Benchmark 6.4%
- 5Y CAGR
- —
- Benchmark 5.8%
Loading NAV history…
Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund)
Rank in category
Too young for a combined rank, which needs five years. On its 1-year return it is #6 of 23.
Fund
Ranked on 1Y, 3Y and 5Y together. 20 of 27 funds have a rank here; it needs a 5-year record. Direct plan, growth option. Click a column to rank by it.
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
- —
| Period | 1M | 3M | 6M | YTD | 1Y | 3YCAGR | 5YCAGR | 10YCAGR | LaunchCAGR |
|---|---|---|---|---|---|---|---|---|---|
| Fund | -0.1% | +0.5% | +2.5% | +3.8% | +4.7% | +7.3% | — | — | +6.6% |
| NIFTY Short Duration Debt Index A-II | — | — | — | — | 3.5% | 6.4% | 5.8% | 6.5% | 7.2% |
| Short Duration average | -0.1% | 0.3% | 2.5% | 3.7% | 4.5% | 7.2% | 6.6% | 6.9% | 6.7% |
| Difference | — | — | — | — | +1.2% | +0.9% | — | — | -0.6% |
Portfolio
Fund details
- Fund house
- Sundaram Mutual Fund
- Category
- Debt · Short Duration
- SEBI classification
- Debt / Short Term
- Benchmark
- NIFTY Short Duration Debt Index A-II
- Launch date
- 3 Jan 2022 (4.8 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
- Riskometer
- Low to Moderate (benchmark Low to Moderate)
- Expense ratio as of
- 29 Oct 2026
- AUM period
- July - September 2026
- ISIN, Direct Growth
- INF173K01GP0
- ISIN, Regular Growth
- INF173K01BA3
- Scheme code
- 149587, 149585
NAV and returns as of 30 Oct 2026; returns are for the direct plan, growth option, before entry or exit costs. Not investment advice.
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