Overview / Mutual Fund Discovery / Open Ended Schemes ( Debt Scheme - Short Duration Fund ) / AMFI 119663

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

Sundaram Mutual Fund • Open Ended Schemes ( Debt Scheme - Short Duration Fund ) • Direct 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)
₹14.0601
AMFI Code / ISIN
119663 / INF903J01QV9
Category Peer Standing
#141 of 143 ranked peers in Open Ended Schemes ( Debt Scheme - Short Duration Fund ) by 3Y Sortino
Historical Track
2013-01-03 to 2021-12-31 (1,143 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
N/A
3Y CAGR
N/A
5Y CAGR
+3.61% p.a.
10Y CAGR
N/A
Since Inception CAGR
-0.60% p.a.
Sortino Ratio (3Y)
-4.92
Sharpe Ratio (3Y)
-4.92
Calmar Ratio
-0.02
Annualized Volatility (3Y)
+1.45%
Maximum Drawdown
-33.09%
1Y / 3Y / 5Y Rolling Mean CAGR
+0.62% / +0.47% / N/A

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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