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Sundaram Short Term Debt Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Short Duration Fund
  • Latest (Updated on 31st Mar 2019)
    Crisil Rank
  • (Updated on 31st Dec 2018)
    Crisil Rank
  • (Updated on 30th Sep 2018)
    Crisil Rank
  • (Updated on 30th Jun 2018)
    Crisil Rank
  • (Updated on 31st Mar 2018)
    Crisil Rank
Should you invest in this fund? - Fund performance is deteriorating compared to similar funds in the Short Duration Fund. Existing investors can hold their investments. Fresh investments can be avoided.

Returns (NAV as on 19th July, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 12-Jul-19 10031.30 0.31% - 0.35% 19/28
1 Month 19-Jun-19 10107.10 1.07% - 1.03% 24/28
3 Month 18-Apr-19 9488.70 -5.11% - -0.09% 22/28
6 Month 18-Jan-19 9687.60 -3.12% - 1.95% 21/27
YTD 01-Jan-19 9728.90 -2.71% - 0.05% 22/28
1 Year 19-Jul-18 10090.30 0.90% 0.90% 5.94% 21/27
2 Year 19-Jul-17 10674.00 6.74% 3.32% 5.62% 20/26
3 Year 19-Jul-16 11638.10 16.38% 5.19% 6.81% 20/26
5 Year 18-Jul-14 14048.00 40.48% 7.03% 7.83% 19/26
Since Inception 08-Jan-13 16240.90 62.41% 7.71% 8.06% 20/28

SIP Returns (NAV as on 19th July, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 19-Jul-18 12000 11755.07 -2.04 % -3.77 %
2 Year 19-Jul-17 24000 24238.25 0.99 % 0.96 %
3 Year 19-Jul-16 36000 37617.33 4.49 % 2.88 %
5 Year 18-Jul-14 60000 68329.35 13.88 % 5.14 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -0.02% 1.02% -5.17% -3.18% -5.05% 0.86% 3.31% 5.18% 7.02%
Nifty 50 -0.78% -0.81% -1.33% 6.33% -0.23% 5.61% 8.63% 10.87% 8.63%
Benchmark: CRISIL 10 Year Gilt Index -0.27% 3.43% 9.02% 11.01% 8.89% 16.40% 6.33% 7.84% 9.29%
Category Average 0.00% 1.03% -0.09% 1.95% 0.05% 5.94% 5.62% 6.81% 7.83%
Category Rank 24/28 24/28 22/28 21/27 22/28 21/27 20/26 20/26 19/26
Best in Category 0.09% 2.85% 3.50% 5.87% 3.62% 10.41% 8.54% 9.49% 9.73%
Worst in Category -0.05% -6.65% -10.00% -8.45% -9.96% -5.19% 0.09% 3.36% 2.03%

Best Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q3 - 2016 3.16% 3.40% 4.82% 3.08%
Q4 - 2018 2.60% -1.32% 5.99% 1.75%
Q1 - 2019 2.41% 6.96% 0.42% 1.88%

Worst Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q2 - 2018 0.85% 4.36% -1.53% 0.7%
Q2 - 2019 -6.02% 1.68% 4.99% -1.69%
Q4 - 2017 1.04% 5.84% -2.94% 0.87%

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