InvestVerdict
Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund)
Regular Plan · IDCW (Income Distribution CUM Capital Withdrawal) · Mutual fund · Scheme code 149586
Fund houseSundaram Mutual Fund
CategoryMutual fund
Plan & optionRegular · IDCW (Income Distribution CUM Capital Withdrawal)
History4.6 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.25 | 0.70 | -0.09 | -0.59 | 0.35 | — | — | — | 0.28 |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 2.2% | -2.76 | -2.96 | — | — | -2.5% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 177 | -1.6% | 0.2% | 2.5% | 27% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.