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InvestVerdict

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

Direct Plan · GROWTH · Mutual fund · Scheme code 149587

NAV₹51.1890as on 28 Aug 2026
Fund houseSundaram Mutual Fund
CategoryMutual fund
Plan & optionDirect · GROWTH
History4.6 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 0.292.102.71 5.837.49— ——6.78

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 0.9% 1.14 2.23 — — -0.7% —

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

9711112513920242026InvestVerdict

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
177 4.3% 7.4% 10.2% 0%

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.

InvestVerdict

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

Direct Plan · GROWTH

Allocation

By asset

Debt84.87%
Cash & Equivalents9.22%
Equity5.56%
Unclassified0.36%

By market cap

Concentration

Number of stocks24
Top 5 stocks31.07%
Top 10 stocks54.43%
Top 20 stocks82.20%
Largest holding8.33%
Largest sectorSovereign 22.77%
Effective stocks24.2
Cash9.22%
InvestVerdict

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

Direct Plan · GROWTH · holdings

Sector split

Sovereign — 22.8%ICRA AAA — 22.1%CRISIL AAA — 18.3%Cash & Equivalents — 9.2%IND AAA — 5.6%ICRA AA+ — 5.6%CRISIL A1+ — 5.3%ICRA A1+ — 5.3%Other — 5.9%Sovereign22.8%ICRA AAA22.1%CRISIL AAA18.3%Cash & Equivalents9.2%IND AAA5.6%ICRA AA+5.6%CRISIL A1+5.3%ICRA A1+5.3%Other5.9%
Sovereign22.77%
ICRA AAA22.10%
CRISIL AAA18.26%
Cash & Equivalents9.22%
IND AAA5.56%
ICRA AA+5.56%
CRISIL A1+5.34%
ICRA A1+5.30%
ICRA AA2.77%
CRISIL AA+2.77%

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 29 Aug 2026.