MonitorDirect · Growth
Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund)
Sundaram Mutual FundIncome/Debt Oriented Schemes - Short Term Fund4.7 years
- NAV
- 51.2498
- 15 Sept 2026
- 1Y
- +5.8%
- Trailing CAGR
- AUM
- ₹178.26 Cr
- 31 Aug 2026
- Volatility
- Low
- 0.9% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+5.8%
- 3Y+7.5%
- 5Yn/a
- 10Yn/a
- SI+6.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+5.7%
- 3Y+7.0%
- 5Yn/a
- 10Yn/a
- Since inception
- +6.8%
- Calendar-day CAGR
- Excess 1Y
- +0.0%
- Category median, same plan and option
- 3Y win rate
- +45%
- Windows beating the median
- 3Y percentile
- 38
- Vs comparable share classes
- Worst rolling 3Y
- +6.7%
- 411 daily-ending windows
- Median rolling 3Y
- +7.8%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +7.0%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 4 days
- 145 recovered episodes
- Longest recovery
- 60 days
- Trough to prior peak
- Current spell
- 2 days
- Days below latest peak
- Time below peak
- +42%
- NAV observations
2 May 2022 – 5 Jul 2022
Trough 6 May 2022 · recovered in 60 days
-0.7%
7 May 2026 – 2 Jun 2026
Trough 21 May 2026 · recovered in 12 days
-0.4%
6 Jun 2025 – 1 Jul 2025
Trough 13 Jun 2025 · recovered in 18 days
-0.4%
11 Mar 2026 – 8 Apr 2026
Trough 2 Apr 2026 · recovered in 6 days
-0.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
38
Vs category
50
Consistency
50
Risk-adjusted
100
Drawdown
98
Mean
67
Portfolio
31 Aug 2026 · 28 holdings · top 10 are 52.5%.
- Top 5
- 27.9%
- Top 10
- 52.5%
- Largest holding
- 5.6%
- Effective holdings
- 24.4
PNB HOUSING FINANCE LIMITED SR LXV 8.15 NCD 29JL27 FVRS1LAC
Financial
5.6%
POWER FINANCE CORPORATION LTD. SR BS227B 7.77 BD 15AP28 FVRS1LAC
Financial
5.6%
EXPORT IMPORT BANK OF INDIA SR AA02 7.35 BD 27JL28 FVRS1LAC
Financial
5.6%
REC LIMITED SR 257 TR A 7.28 BD 31AG29 FVRS1LAC
Financial
5.5%
STATE DEVELOPMENT LOAN 29895 GUJ 06JN30 6.45 FV RS 100
Industrials
5.5%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 55% of rolling 1-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Axis Short Term Fund
Axis Mutual Fund
- 1Y
- +5.9%
- 3Y
- +7.7%
- Vol
- 1.5%
- Max DD
- -2.6%
- Sharpe
- 1.92
- 3Y win
- +97%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
BANK OF INDIA SHORT TERM FUND
Bank of India Mutual Fund
- 1Y
- +5.4%
- 3Y
- +7.6%
- Vol
- 6.4%
- Max DD
- -19.8%
- Sharpe
- 0.29
- 3Y win
- +65%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Baroda BNP Paribas Short Term Fund (the scheme has 2 segregated portfolios)
Baroda BNP Paribas Mutual Fund
- 1Y
- +5.7%
- 3Y
- +7.5%
- Vol
- 1.2%
- Max DD
- -2.1%
- Sharpe
- 2.20
- 3Y win
- +63%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
HDFC Short Term Fund
HDFC Mutual Fund
- 1Y
- +5.8%
- 3Y
- +7.5%
- Vol
- 1.3%
- Max DD
- -2.7%
- Sharpe
- 2.01
- 3Y win
- +66%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Mahindra Manulife Short Term Fund
Mahindra Manulife Mutual Fund
- 1Y
- +5.8%
- 3Y
- +7.7%
- Vol
- 0.9%
- Max DD
- -1.1%
- Sharpe
- 1.51
- 3Y win
- +100%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown