Debt Scheme - Credit Risk FundSundaram Mutual Fund

Sundaram Short Term Credit Risk Fund - Direct Plan - Growth Option

₹27.7073▲ 0.0036 (0.01%)

Scheme Type

Open Ended Schemes

NAV History

+3.30%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹10,330

+3.3%

3Y Ago

₹12,187

+21.9%

5Y Ago

—

Past performance ≠ future results

Fund Analytics

Score: 39.9 / 100

Performance

Total Returns

Simple return over period

+5.65%

CAGR

Compound annual growth rate

+5.65%

Growth of ₹10K

Hypothetical investment value

₹10,565

SIP XIRR

SIP internal rate of return

+4.96%

Risk

Volatility (Ann.)

Std deviation of returns

1.14%LOW

Max Drawdown

Worst peak-to-trough

-0.77%

Sharpe Ratio

Risk-adjusted return

-0.31POOR

Sortino Ratio

Downside risk-adjusted return

-0.42POOR

Benchmark

Beta

Market sensitivity

0.00DEF

Alpha

Excess return vs benchmark

-0.67%

Tracking Error

Deviation from benchmark

30.50%

Information Ratio

Alpha per unit tracking error

-0.02

Treynor Ratio

Return per unit systematic risk

-115.34

Capture

Upside Capture

Participation in market gains

2.23%

Downside Capture

Participation in market losses

-1.46%

Rolling Returns

1Y Rolling CAGR

Avg 5.4% (-6.4% – 9.8%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2020-12-29

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+5.6%+110.5%

-0.7%

3Y+2.5%+35.8%

-3.6%

5Y+4.8%+27.8%

-1.3%

Beta

1Y:0.003Y:0.015Y:0.00

Underperforming 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

₹60,053

Total Value

₹3,60,053

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