Overview / Mutual Fund Discovery / Open Ended Schemes ( Debt Scheme - Short Duration Fund ) / AMFI 101560

Sundaram Short Term Debt Fund Regular Plan -Income Distribution cum Capital Withdrawal ( IDCW )

Sundaram Mutual Fund • Open Ended Schemes ( Debt Scheme - Short Duration Fund ) • Regular Plan • IDCW (Income Distribution CUM Capital Withdrawal)

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2021-12-31)
₹12.0967
AMFI Code / ISIN
101560 / INF903J01FK5
Category Peer Standing
#76 of 143 ranked peers in Open Ended Schemes ( Debt Scheme - Short Duration Fund ) by 3Y Sortino
Historical Track
2006-04-03 to 2021-12-31 (3,820 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
+8.44% p.a.
3Y CAGR
+0.76% p.a.
5Y CAGR
+0.73% p.a.
10Y CAGR
-0.83% p.a.
Since Inception CAGR
+0.95% p.a.
Sortino Ratio (3Y)
-0.93
Sharpe Ratio (3Y)
-0.78
Calmar Ratio
0.02
Annualized Volatility (3Y)
+7.36%
Maximum Drawdown
-32.07%
1Y / 3Y / 5Y Rolling Mean CAGR
+0.91% / +0.55% / +0.44%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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