Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) (Regular)
Sundaram Mutual Fund · benchmark: the median Short Term fund · 4.8 years old · AMFI code 149585
Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).
A+ (top 10% of its peer group), score 78.5 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 2.5% | 2.5% | +0.0% | 4 / 20 |
| 1 year | 4.5% | 4.2% | +0.4% | 3 / 20 |
| 3 years (a year) | 6.8% | 6.6% | +0.2% | 4 / 20 |
| 5 years (a year) | – | – | – | – |
Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) (Regular plan)?
₹47.32 on 6 Nov 2026 (Growth option).
What is the expense ratio of Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) (Regular)?
0.73% a year; the Direct plan's is 0.28%.
What return has Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) given over 3 years?
6.8% a year (Regular plan) over the 3 years to 6 Nov 2026, against 6.6% for the median Short Term fund.
How is Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) rated?
A+: 1 of 20 Regular plans in Short Term, on its track record. This describes the past and is not a recommendation.
Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Sundaram Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.