Sundaram Short Term Debt Fund - Direct Plan - Bonus Option
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 27 Aug 2013.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
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Vs 83 other funds in Debt Scheme - Short Duration Fund
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 6 of last 7 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 1% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Sundaram Short Term Debt Fund - Direct Plan - Bonus Option against other debt funds.
Technical details (for the pros)
Fund info
- Fund house
- Sundaram Mutual Fund
- Category
- Debt Scheme - Short Duration Fund
- Plan
- Direct
- Option
- Bonus
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 119667
- First price on record
- 27 Aug 2013 · 1,375 daily prices
About Sundaram Short Term Debt Fund - Direct Plan - Bonus Option
Sundaram Short Term Debt Fund - Direct Plan - Bonus Option is a Debt Scheme - Short Duration Fund offered by Sundaram Mutual Fund under the Direct plan with the Bonus option. It has approximately 13 years of NAV track record. The fund falls in the debt category — Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals.
The current NAV of Sundaram Short Term Debt Fund - Direct Plan - Bonus Option is ₹16.8084 (as of 17 May 2019). Historically, it has delivered 8.51% over the last year, 7.89% CAGR over 3 years, 8.59% CAGR over 5 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 0.9% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 50.0%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Sundaram Short Term Debt Fund - Direct Plan - Bonus Option?+
The latest NAV of Sundaram Short Term Debt Fund - Direct Plan - Bonus Option is ₹16.8084 as of 17 May 2019, up 0.08% from the previous day. NAV is updated once a business day after the market close.
What are the returns of Sundaram Short Term Debt Fund - Direct Plan - Bonus Option?+
Sundaram Short Term Debt Fund - Direct Plan - Bonus Option has delivered 1-year return 8.51%, 3-year CAGR 7.89%, 5-year CAGR 8.59%, since-inception CAGR -3.44%. Returns are historical and don't predict future performance — markets move in cycles.
What category does Sundaram Short Term Debt Fund - Direct Plan - Bonus Option belong to?+
Sundaram Short Term Debt Fund - Direct Plan - Bonus Option is categorised as Debt Scheme - Short Duration Fund. Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals.
How risky is Sundaram Short Term Debt Fund - Direct Plan - Bonus Option?+
Based on its 3-year annualised volatility of 0.9%, Sundaram Short Term Debt Fund - Direct Plan - Bonus Option sits in the "low" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Sundaram Short Term Debt Fund - Direct Plan - Bonus Option a direct plan?+
Sundaram Short Term Debt Fund - Direct Plan - Bonus Option is a Direct plan (no distributor commission — lower expense ratio) with the Bonus option.
How old is Sundaram Short Term Debt Fund - Direct Plan - Bonus Option?+
Sundaram Short Term Debt Fund - Direct Plan - Bonus Option has NAV history available from 27 Aug 2013 — approximately 13 years of track record and 1,375 daily NAV observations.
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.