debtLow risk

Sundaram Short Term Credit Risk Fund-Appreciation

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Sundaram Mutual Fund. It's been running since 1 Apr 2006.

Latest price per unit

₹26.352

▲ 0.01% today

As of 29 Dec 2020 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.05 L

▲ ₹5.2k gain · 5.2% / year

Invested 3 years ago

₹1.06 L

▲ ₹5.7k gain · 1.9% / year

Invested 5 years ago

₹1.20 L

▲ ₹20.5k gain · 3.8% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

5.6%

The value swings roughly 6% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-11.20%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year5.21%

CAGR — 3 years1.86%

CAGR — 5 years3.80%

CAGR — since launch5.37%

Volatility — 1 year (annualised)1.14%

Volatility — 3 years (annualised)5.62%

Max drawdown — 1 year-0.80%

Max drawdown — 3 years-11.20%

Sharpe ratio — 1 year (rf=6%)-0.66

Sharpe ratio — 3 years (rf=6%)-0.73

Fund info

Fund house: Sundaram Mutual Fund
Category: Debt Scheme - Credit Risk Fund
Plan: —
Option: —
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 101545
First price on record: 1 Apr 2006 · 3,563 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.