Debt Scheme - Short Duration FundSundaram Mutual Fund

Sundaram Short Term Debt Fund Regular Plan - Growth

₹36.3802▲ 0.0106 (0.03%)

Scheme Type

Open Ended Schemes

NAV History

+15.98%

365 data points · Period: 1Y

Returns

CAGR

—

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,598

+16.0%

3Y Ago

₹12,713

+27.1%

5Y Ago

₹16,225

+62.2%

Past performance ≠ future results

Fund Analytics

Score: 67.8 / 100

Performance

Total Returns

Simple return over period

+12.80%

CAGR

Compound annual growth rate

+12.80%

Growth of ₹10K

Hypothetical investment value

₹11,280

SIP XIRR

SIP internal rate of return

+16.52%

Risk

Volatility (Ann.)

Std deviation of returns

6.64%LOW

Max Drawdown

Worst peak-to-trough

-0.35%

Sharpe Ratio

Risk-adjusted return

1.03GOOD

Sortino Ratio

Downside risk-adjusted return

15.10GOOD

Benchmark

Beta

Market sensitivity

-0.01DEF

Alpha

Excess return vs benchmark

+7.69%

Tracking Error

Deviation from benchmark

17.31%

Information Ratio

Alpha per unit tracking error

0.44

Treynor Ratio

Return per unit systematic risk

-529.69

Capture

Upside Capture

Participation in market gains

1.92%

Downside Capture

Participation in market losses

-13.31%

Rolling Returns

1Y Rolling CAGR

Avg 8.4% (3.7% – 14.1%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2021-12-31

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+12.8%+74.5%

+7.7%

3Y——

—

5Y——

—

Beta

1Y: -0.013Y: —5Y: —

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹69,834

Total Value

₹3,69,834

*Based on historical CAGR. Projections are illustrative, not guaranteed