Sundaram Short Duration Fund Direct Growth
Scheme code: INF173K01GP0
NAV value:
₹ 49.8391
NAV date: 18 March, 2026
TER: 0.27%
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Short Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -6.51 | 14.86 | 7.90 | 7.16 | 13.45 |
| 3 year | 2.33 | 10.50 | 6.47 | 6.73 | 7.77 |
| 5 year | 4.51 | 9.06 | 6.36 | 6.36 | 6.99 |
| 7 year | 5.21 | 7.85 | 5.98 | 6.20 | 7.05 |
| 10 year | 6.38 | 6.99 | 6.69 | 6.67 | 7.44 |
| 12 year | 6.93 | 7.23 | 7.04 | 7.06 | 7.88 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,40,705 - Absolute Returns: ₹40,705 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,66,161 - Absolute Returns: ₹3,66,161 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹69,53,683 - Absolute Returns: ₹9,53,683 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,03,09,391 - Absolute Returns: ₹19,09,391 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,63,34,368 - Absolute Returns: ₹43,34,368 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,15,75,952 - Absolute Returns: ₹71,75,952 - CAGR: %Drawdown Metrics
Max Drawdown
-9.38 %
Drawdown Duration
0 months
Recovery Time
13 months
Avg Drawdown
-0.55 %
Calmar Ratio by Duration
1
Y
0.7634
3
Y
0.7176
5
Y
0.6781
7
Y
0.6611
10
Y
0.7112
12
Y
0.7528