Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
AMC websiteScheme documentsNAV history (AMFI)
Sundaram Mutual FundShort Duration FundsDirect · IDCW (income distribution)Riskometer: Low to Moderate Risk
NAV · 16 Oct 2026₹13.1941▼ 0.02% (1 day)
Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal) is no longer active (last NAV ₹12.9214 on 28-Jun-2024). It appears to have been merged into or replaced by the scheme below, the closest active scheme from Sundaram Mutual Fund. Please check your account statement to confirm where your units went.
- Current NAV₹13.1941
- Fund Size (AUM)₹ 176 Cr.
- Expense Ratio0.28 %
- 1Y Return+0.68%
- 3Y Return (CAGR)+0.72%
- 5Y Return (CAGR)—
- Category Rank (3Y)—
- RiskometerLow to Moderate Risk
- Min. SIP / Lump sum₹ 250 / ₹ 5,000
More figures (11)
- Since Launch (CAGR)+0.50%
- Benchmark—
- Volatility (3Y)2.54 %
- Sharpe Ratio (3Y)-2.28
- Beta (3Y)—
- 52-week High / Low₹13.2767 / ₹13.0138
- Max Drawdown-2.2 %
- Launched1 Jan 2013
- Lock-inNone
- Portfolio Turnover—
- Fund ManagersKumaresh Ramakrishnan, Sandeep Agarwal, Ronak Shah
Performance chart
Past performance may or may not be sustained in future.
Quick take
- Over 3 years it returned 0.7% a year.
- Volatility over 3 years was 2.5% a year, with a Sharpe ratio of -2.28.
- Its biggest fall from a peak was 2.2% (10 Oct 2025 to 21 May 2026).
- Across all 3-year periods since launch, yearly returns ranged from 0.0% to 1.0% and were positive 99% of the time.
- Expense ratio 0.28%, fund size ₹176 crore.
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Book a free consultation Compare with other fundsReturns vs benchmark and category
| Returns (%) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 7Y | 10Y | Since launch |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| This fund | -0.14% | +0.04% | -0.54% | -0.12% | -0.29% | +0.68% | +0.86% | +0.72% | — | — | — | +0.50% |
Point-to-point NAV returns as on 16 Oct 2026; over 1 year, yearly compounded (CAGR). Category: Direct Growth plans in Short Duration Funds. Q1 = top quarter by return over that period.
Calendar-year returns
| Year | 2026 YTD | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| This fund | -0.29% | +2.49% | -0.07% | +0.10% |
January to December each year; the current year is to date.
Risk and consistency
| Risk measure | 3 years | 5 years |
|---|---|---|
| Volatility (standard deviation) ? | 2.54% | 2.32% |
| Sharpe ratio ? | -2.28 | — |
| Sortino ratio ? | -2.34 | — |
| Maximum drawdown | -2.20% | -2.20% |
Rolling 3-year returns (yearly)
Lowest-0.02%
Median+0.60%
Highest+1.04%
Positive99% of periods
Above 12% a year0% of periods
Every 3- and 5-year period since launch, checked weekly. It shows how consistent returns were, whenever someone invested.
SIP returns: ₹10,000 every month
| SIP for | Invested | Value today | Gain | XIRR |
|---|---|---|---|---|
| 1Y | ₹1,20,000 | ₹1,20,237 | ₹237 | +0.37% |
| 3Y | ₹3,60,000 | ₹3,63,580 | ₹3,580 | +0.64% |
A ₹10,000 instalment on the same date every month, valued at the latest NAV. XIRR is the yearly return on those dated instalments. Try the SIP calculator.
Compare with all Short Duration Funds (23)
Sorted by 3-year return; tap a heading to sort. Sorting by past returns is a way to explore data, not a ranking of which fund to choose. 3Y and 5Y are yearly (CAGR).
Scheme details
- Investment objective
- To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
- Fund managers
- Kumaresh Ramakrishnan, Sandeep Agarwal, Ronak Shah
- Fund house
- Sundaram Mutual Fund
- Category
- Short Duration Funds · Debt
- Plan / option
- Direct · IDCW (income distribution)
- AMFI scheme code
- 149588
- ISIN
- INF173K01GQ8, INF173K01GR6
- Scheme documents
- SID, KIM and factsheets (fund house website) · exit load and full portfolio are in these documents.
About Short Duration Funds
Short Duration Funds hold debt with a Macaulay duration of 1 to 3 years.
Generally used by a horizon of 1–3 years.
Other plans of this scheme
- Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - GROWTH
- Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Regular Plan - GROWTH
- Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
- Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
- Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
- Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
- Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal)
- Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Regular Plan - Bonus
Questions about this scheme
What is the NAV of Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) today?
The latest NAV of Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - IDCW (Income Distribution CUM Capital Withdrawal) is ₹13.1941 as on 16 Oct 2026, as published by AMFI. NAVs are updated every business day evening.
What returns has Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) given?
As on 16 Oct 2026: 1 year +0.68%, 3 years +0.72% a year. Past returns may or may not be sustained in future.
What is the expense ratio of Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund)?
The expense ratio of the Direct plan is 0.28% (as of Aug 2026). It is already deducted in the NAV.
How risky is this fund?
Its riskometer level is Low to Moderate Risk. Over 3 years its volatility was 2.5% a year and its biggest fall from a peak was 2.2%. Mutual fund investments are subject to market risks.
What is the difference between Direct and Regular plans?
Both plans hold the same portfolio. A Direct plan is bought straight from the fund house and has a lower expense ratio. A Regular plan is bought through a distributor, who is paid a commission from the expense ratio, so its NAV grows slightly slower.
What are Short Duration Funds?
Short Duration Funds hold debt with a Macaulay duration of 1 to 3 years.
Important. NAVs are from AMFI and mfapi.in; benchmark closes from Yahoo Finance; expense ratio, fund size and managers from published scheme data (Kuvera). Figures may be delayed; confirm with the fund house before transacting. Ranks and quartiles are positions by past return and are not a rating or recommendation. Mutual fund investments are subject to market risks; read all scheme-related documents carefully before investing. Plenitude Connect Private Limited is an AMFI-registered Mutual Fund Distributor (ARN-130934) and earns commission from fund houses on Regular plans (see Disclosures).
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