Overview / Mutual Fund Discovery / Open Ended Schemes ( Debt Scheme - Short Duration Fund ) / AMFI 101565

Sundaram Short Term Debt Fund Regular Plan - Fortnightly 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)
₹13.0314
AMFI Code / ISIN
101565 / INF903J01FI9
Category Peer Standing
#98 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
+9.41% p.a.
3Y CAGR
0.00% p.a.
5Y CAGR
+0.17% p.a.
10Y CAGR
+0.52% p.a.
Since Inception CAGR
+1.38% p.a.
Sortino Ratio (3Y)
-1.09
Sharpe Ratio (3Y)
-0.89
Calmar Ratio
0.00
Annualized Volatility (3Y)
+7.27%
Maximum Drawdown
-13.49%
1Y / 3Y / 5Y Rolling Mean CAGR
+1.06% / +0.95% / +1.21%

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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