Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -0.14% | -0.26% | 0.54% | 2.30% | 4.60% | 7.28% | – | – | – |
NAV history
About this fund
Sundaram Short Term Fund is a debt fund offered by Sundaram Mutual Fund, classified under Debt as Debt Scheme - Short Duration Fund. Debt funds are sensitive to interest-rate moves and the credit quality of holdings. Its latest NAV is ₹51.23.
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Sundaram Short Term Fund has recorded a return of about 4.6%, with a three-year return of 7.3%. Its annualised volatility is 0.9% — relatively low fluctuations — and its Sharpe ratio is -2.13, a measure of return per unit of risk taken.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 7.35 | 7.37 | 4.19 | 10.36 | 100% | 0% |
| 3Y | 7.65 | 7.63 | 6.66 | 8.21 | 100% | 0% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| JM Short Term Fund Debt Scheme - Short Duration Fund | -0.25 | 0.50 | 2.15 | 4.26 | 6.96 | – | – | – |
| HSBC Short Term Fund Debt Scheme - Short Duration Fund | -0.38 | 0.26 | 2.17 | 4.14 | 7.08 | – | – | – |
| JioBlackRock Short Term Fund Debt Scheme - Short Duration Fund | -0.30 | 0.55 | 2.27 | – | – | – | – | – |
| Franklin India Short Term Fund Debt Scheme - Short Duration Fund | -0.10 | – | – | – | – | – | – | – |
| Canara Robeco Short Term Fund Debt Scheme - Short Duration Fund | -0.37 | 0.48 | 2.14 | 4.39 | 6.83 | 5.97 | 6.75 | – |
| Bandhan Short Term Fund Debt Scheme - Short Duration Fund | -0.11 | 0.77 | 2.86 | 5.43 | 7.65 | 6.45 | 7.07 | – |
| Nippon India Short Term Fund Debt Scheme - Short Duration Fund | -0.48 | 0.22 | 2.19 | 4.36 | 7.43 | 6.55 | 7.17 | – |
| HDFC Short Term Fund Debt Scheme - Short Duration Fund | -0.56 | 0.07 | 1.96 | 4.23 | 7.22 | 6.44 | 7.23 | – |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Sundaram Money Market Fund Debt Scheme - Money Market Fund | 0.29 | 1.52 | 3.19 | 6.31 | 7.21 | 6.55 | – | 0.16 |
| Sundaram Overnight Fund Debt Scheme - Overnight Fund | 0.44 | 1.28 | 2.58 | 5.22 | 6.01 | 5.74 | – | 0.06 |
| Sundaram Large Cap Fund ( Formerly Know as Sundaram Blue Chip Fund Equity Scheme - Large Cap Fund | -3.74 | -4.40 | -3.85 | -8.01 | 7.10 | 6.54 | – | 0.62 |
| Sundaram Nifty 100 Equal Weight Fund Other Scheme - Index Funds | -7.24 | -7.58 | -6.05 | -5.87 | 12.12 | – | – | 0.49 |
| Sundaram Ultra Short to Short Term Fund Income/Debt Oriented Schemes - Ultra Short to Short Term Fund | 0.11 | 1.16 | 2.82 | 5.62 | 7.16 | – | – | – |
| Sundaram Focused Fund Equity Scheme - Focused Fund | -5.43 | -3.87 | 0.37 | -4.11 | 9.65 | – | – | 1.04 |
| Sundaram Ultra Short Term Fund Debt Scheme - Ultra Short Duration Fund | 0.30 | 1.48 | 3.17 | 6.35 | 7.19 | – | – | – |
| Sundaram Arbitrage Fund Hybrid Scheme - Arbitrage Fund | 0.60 | 1.70 | 3.35 | 6.97 | 7.26 | – | – | 0.20 |
