TradePilotMutual funds · Debt Funds
Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund)
Sundaram Mutual Fund · Direct plan · IDCW option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 149728
- Category
- Income/Debt Oriented Schemes - Short Term Fund
- ISIN
- INF903JA1KM7
- Plan / option
- Direct / IDCW
- Fund age
- 3.5 years
- Expense ratio (TER)
- 0.28% a year declared 2026-11-10, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▼ -1.6%
3 months▲ +0.9%
6 months▲ +2.8%
1 year▲ +6.2%
3-year CAGR▲ +5.3%
5-year CAGR–
10-year CAGR–
Volatility (3y)1.7%
Sharpe (3y)-0.34
Sortino (3y)-0.37
Beta vs NIFTY 500.04
Max fall (3y)-2.0%
Computed from NAV (844 daily points to 2025-06-27). Returns are after expenses. Risk-free rate assumed 6.0% for Sharpe and Sortino.
Other plans of this scheme
| Regular · IDCW | 14.7535 |
| Direct · IDCW | 14.8129 |
| Direct · IDCW | 12.9214 |
| Direct · IDCW | 15.3483 |
| Direct · IDCW | 12.8985 |
| Regular · IDCW | 14.4651 |
| Regular · IDCW | 12.8838 |
| Regular · IDCW | 14.9869 |
Information only, not investment advice. Past performance does not predict future results. Risk disclosure Mutual fund investments are subject to market risks; read all scheme-related documents carefully.