Overview / Mutual Fund Discovery / Open Ended Schemes ( Debt Scheme - Credit Risk Fund ) / AMFI 134964

Sundaram Short Term Credit Risk Fund- Direct Plan - Monthly Dividend

Sundaram Mutual Fund • Open Ended Schemes ( Debt Scheme - Credit Risk Fund ) • Direct Plan • IDCW (Income Distribution CUM Capital Withdrawal)

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

Latest NAV (2020-12-29)
₹11.0703
AMFI Code / ISIN
134964 / INF903J012Q9
Category Peer Standing
#124 of 136 ranked peers in Open Ended Schemes ( Debt Scheme - Credit Risk Fund ) by 3Y Sortino
Historical Track
2015-09-29 to 2020-12-29 (1,266 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
+0.84% p.a.
3Y CAGR
-2.76% p.a.
5Y CAGR
-0.84% p.a.
10Y CAGR
N/A
Since Inception CAGR
-0.44% p.a.
Sortino Ratio (3Y)
-1.65
Sharpe Ratio (3Y)
-1.64
Calmar Ratio
-0.23
Annualized Volatility (3Y)
+5.64%
Maximum Drawdown
-11.85%
1Y / 3Y / 5Y Rolling Mean CAGR
-1.15% / -1.45% / 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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