MF Gyan
debtLow risk5 years oldSteady vs its 3-year pace

Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - GROWTH

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 Jan 2022.

Latest price per unit
₹51.3263
▲ 0.05% today
As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.06 L
▲ ₹6.0k gain · 6.0% / year
Invested 3 years ago
₹1.24 L
▲ ₹24.3k gain · 7.5% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹1.99 L
Gain / loss+₹19.4k
XIRR (annualised)7.11%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.01 L
Projected gain*+₹21.2k
*at this fund's historical rate of 7.11% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 62 other funds in Income/Debt Oriented Schemes - Short Term Fund

Same plan
1-year return
5.99%median 5.62% (+0.37%)
Rank #13 of 63Beats 79% of peers
3-year return
7.53%median 7.30% (+0.23%)
Rank #16 of 63Beats 74% of peers
Bumpiness (3Y)
0.91%median 1.04% (-0.13%)
Rank #3 of 63Less risky than 97% of peers
Worst-ever drop
-0.67%median -3.22% (+2.55%)
Rank #57 of 63Less risky than 10% of peers

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. 5 of last 5 years were positive.

+4%
2022
+7%
2023
+8%
2024
+8%
2025
+4%
2026
Best year
2024 · 8.48%
Worst year
2026 · 3.83%

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
-0.67%

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 Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - GROWTH against other debt funds.

Technical details (for the pros)
CAGR — 1 year5.99%
CAGR — 3 years7.53%
CAGR — 5 years—
CAGR — since launch6.82%
Volatility — 1 year (annualised)0.96%
Volatility — 3 years (annualised)0.91%
Max drawdown — 1 year-0.42%
Max drawdown — 3 years-0.42%
Sharpe ratio — 1 year (rf=6%)0.08
Sharpe ratio — 3 years (rf=6%)1.73

Fund info

Fund house
Sundaram Mutual Fund
Category
Income/Debt Oriented Schemes - Short Term Fund
Plan
Direct
Option
Growth
ISIN (Growth)
INF173K01GP0
ISIN (Div re-invest)
—
Fund code
149587
First price on record
3 Jan 2022 · 1,132 daily prices

About Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - GROWTH

Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - GROWTH is a Income/Debt Oriented Schemes - Short Term Fund offered by Sundaram Mutual Fund under the Direct plan with the Growth option. It has approximately 5 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 Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - GROWTH is ₹51.3263 (as of 4 Sep 2026). Historically, it has delivered 5.98% over the last year, 7.53% CAGR over 3 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 0.7%. 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 Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - GROWTH?+

The latest NAV of Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - GROWTH is ₹51.3263 as of 4 Sep 2026, up 0.05% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - GROWTH?+

Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - GROWTH has delivered 1-year return 5.98%, 3-year CAGR 7.53%, since-inception CAGR 6.82%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - GROWTH belong to?+

Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - GROWTH is categorised as Income/Debt Oriented Schemes - Short Term 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 Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - GROWTH?+

Based on its 3-year annualised volatility of 0.9%, Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - GROWTH 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 Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - GROWTH a direct plan?+

Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - GROWTH is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - GROWTH?+

Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - GROWTH has NAV history available from 3 Jan 2022 — approximately 5 years of track record and 1,132 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.