debtModerate risk

Sundaram Short Term Debt Fund Regular Plan - Annual 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

₹12.2059

▲ 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

₹1.07 L

▲ ₹6.9k gain · 6.9% / year

Invested 3 years ago

₹99.8k

▼ ₹190 loss · -0.1% / year

Invested 5 years ago

₹1.01 L

▲ ₹1.4k gain · 0.3% / 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

8.5%

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

Worst drop ever

-31.00%

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 year6.92%

CAGR — 3 years-0.06%

CAGR — 5 years0.27%

CAGR — since launch0.82%

Volatility — 1 year (annualised)8.53%

Volatility — 3 years (annualised)8.48%

Max drawdown — 1 year-5.20%

Max drawdown — 3 years-15.00%

Sharpe ratio — 1 year (rf=6%)0.12

Sharpe ratio — 3 years (rf=6%)-0.72

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: 101562
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.