MF Gyan
debtModerate risk

Sundaram Short Term Debt Fund Regular Plan - Half yearly 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
₹12.8453
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
₹1.09 L
₹8.6k gain · 8.6% / year
Invested 3 years ago
₹1.04 L
₹4.3k gain · 1.4% / year
Invested 5 years ago
₹1.06 L
₹6.1k gain · 1.2% / 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
7.6%

The value swings roughly 8% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-30.17%

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 year8.64%
CAGR — 3 years1.42%
CAGR — 5 years1.19%
CAGR — since launch1.37%
Volatility — 1 year (annualised)7.13%
Volatility — 3 years (annualised)7.59%
Max drawdown — 1 year-2.49%
Max drawdown — 3 years-11.47%
Sharpe ratio — 1 year (rf=6%)0.38
Sharpe ratio — 3 years (rf=6%)-0.60

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
101561
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.