Debt Scheme - Short Duration FundSundaram Mutual Fund

Sundaram Short Term Debt Fund Direct Plan - Growth

₹39.0994▲ 0.0123 (0.03%)

Scheme Type

Open Ended Schemes

NAV History

+17.22%

365 data points · Period: 1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,722

+17.2%

3Y Ago

₹13,163

+31.6%

5Y Ago

₹17,313

+73.1%

Past performance ≠ future results

Fund Analytics

Score: 67.9 / 100

Performance

Total Returns

Simple return over period

+13.60%

CAGR

Compound annual growth rate

+13.60%

Growth of ₹10K

Hypothetical investment value

₹11,360

SIP XIRR

SIP internal rate of return

+17.35%

Risk

Volatility (Ann.)

Std deviation of returns

6.63%LOW

Max Drawdown

Worst peak-to-trough

-0.29%

Sharpe Ratio

Risk-adjusted return

1.15GOOD

Sortino Ratio

Downside risk-adjusted return

16.67GOOD

Benchmark

Beta

Market sensitivity

-0.01DEF

Alpha

Excess return vs benchmark

+8.49%

Tracking Error

Deviation from benchmark

17.32%

Information Ratio

Alpha per unit tracking error

0.49

Treynor Ratio

Return per unit systematic risk

-579.81

Capture

Upside Capture

Participation in market gains

2.32%

Downside Capture

Participation in market losses

-13.70%

Rolling Returns

1Y Rolling CAGR

Avg 9.2% (4.4% – 14.9%)

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

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+13.6%+74.5%

+8.5%

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

₹90,412

Total Value

₹3,90,412

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