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OmniAsset › Mutual funds › Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund)

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

Short Duration fund benchmarked to Nifty Short Duration Debt Index A-II. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202613.1791
CategoryShort Duration
PlanDirect · Idcw
Launched24 Apr 2002
Risk labelthe scheme's own riskometerLow to Moderate
Legal benchmarkSEBI Tier-1Nifty Short Duration Debt Index A-II
Expense ratiodirect plan, a year0.28%
AUM₹1.39 Cr
Growth of ₹10,000₹10,2283 Jan 2022 to 2 Sep 2026
₹10,321₹10,231₹10,142₹10,052₹9,963Jan 2022Mar 2023May 2024Jul 2025Sep 2026
₹10,228 (+0.5% a year) Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund)

Performance (trailing, annualised)

1Y annualised0.06%
3Y annualised0.62%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,20,2190.34%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,64,1650.75%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20230.10%
Calendar 2024-0.07%
Calendar 20252.49%

Rolling returns

Rolling 1Y · average188 windows since 5 Jan 20230.56%
Rolling 1Y · median0.21%
Rolling 1Y · worst window-1.01%
Rolling 1Y · best window2.93%
Rolling 1Y · windows positive73%
Rolling 3Y · average86 windows since 6 Jan 20250.54%
Rolling 3Y · median0.60%
Rolling 3Y · worst window0.02%
Rolling 3Y · best window1.04%
Rolling 3Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)2.58%
Downside deviation (3Y)2.41%
Maximum drawdown-2.20%

Management

Fund managerFM 1 -Mr. Sandeep Agarwal, FM 2 -Mr. Kumaresh Ramakrishnan
Managing since31 Dec 2021

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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