debtModerate risk

Sundaram Short Term Debt Fund Regular Plan - Quarterly Payout of Income Distribution cum Capital Withdrawal (IDCW)

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 3 Apr 2006.

Latest price per unit

₹12.0967

▲ 0.03% today

As of 31 Dec 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.08 L

▲ ₹8.4k gain · 8.4% / year

Invested 3 years ago

₹1.02 L

▲ ₹2.3k gain · 0.8% / year

Invested 5 years ago

₹1.04 L

▲ ₹3.7k gain · 0.7% / 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

7.5%

The value swings roughly 7% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-32.07%

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 year8.44%

CAGR — 3 years0.76%

CAGR — 5 years0.73%

CAGR — since launch0.95%

Volatility — 1 year (annualised)6.87%

Volatility — 3 years (annualised)7.50%

Max drawdown — 1 year-1.66%

Max drawdown — 3 years-12.19%

Sharpe ratio — 1 year (rf=6%)0.36

Sharpe ratio — 3 years (rf=6%)-0.69

Fund info

Fund house: Sundaram Mutual Fund
Category: Debt Scheme - Short Duration Fund
Plan: Regular
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 101560
First price on record: 3 Apr 2006 · 3,804 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.