InvestVerdict
Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund)
Regular Plan · Bonus · Mutual fund · Scheme code 149736
Fund houseSundaram Mutual Fund
CategoryMutual fund
Plan & optionRegular · Bonus
History3.5 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.10 | 2.48 | 4.74 | 9.03 | 7.45 | — | — | — | 6.57 |
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 | 0.8% | 1.13 | 2.16 | — | — | -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
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 120 | 3.6% | 6.8% | 9.5% | 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.