Sundaram Short Duration Fund · Regular · Growth
NAV
₹46.9066
as of 31 Jul 2026
Expense Ratio
—
see scheme documents
AUM
₹181 Cr
Lumpsum returns (CAGR)
- 1Y
- +5.05%
- 3Y
- +6.91%
- 5Y
- —
- Since Inception
- +6.23%
SIP returns (XIRR)
- 1Y
- +5.52%
- 3Y
- +6.65%
- 5Y
- —
- Since Inception
- +6.68%
What history actually did — last 4 years (Aug 2022 – Jul 2026)
A ₹5,000 monthly SIP for the last 4 years (Aug 2022 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹2,68,196 today — ₹2,35,000 invested, 6.8% XIRR.
₹2,35,000
Invested
₹2,68,196
Value today
6.8%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 4 years (Aug 2022 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 4 years ago would be ₹1,30,260 today (6.8% CAGR).
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 4 years (Aug 2022 – Jul 2026) (3 Jun 2024) would be ₹1,15,623 today (1.16×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.24
Sharpe Ratio
—
Alpha
—
Beta
0.26
Sortino
1.00%
Std Dev
-0.44%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Investment Objective
Sundaram Short Duration Fund · Regular · Growth by Sundaram Mutual Fund is a Short Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Short Duration category.
About This Fund
Sundaram Short Duration Fund · Regular · Growth is a Short Duration mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹181 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Short Duration Debt Index.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations