debtLow risk

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.

Latest price per unit

₹16.8084

▲ 0.08% today

As of 17 May 2019 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.09 L

▲ ₹8.5k gain · 8.5% / year

Invested 3 years ago

₹1.26 L

▲ ₹25.6k gain · 7.9% / year

Invested 5 years ago

₹1.51 L

▲ ₹51.0k gain · 8.6% / 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

0.9%

The value swings roughly 1% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-50.00%

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 year8.52%

CAGR — 3 years7.89%

CAGR — 5 years8.59%

CAGR — since launch-3.44%

Volatility — 1 year (annualised)0.78%

Volatility — 3 years (annualised)0.95%

Max drawdown — 1 year-0.19%

Max drawdown — 3 years-0.58%

Sharpe ratio — 1 year (rf=6%)3.25

Sharpe ratio — 3 years (rf=6%)2.00

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

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.