TickerKhojSundaram Mutual Fund · Debt · Short Term · Regular plan
Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Regular Plan - Growth
₹47.0684NAV on 30 Oct 2026Expense ratio 0.80%
29 Oct 2025NAV low 45.19 · high 47.19+4.1%
In plain words
Over 3 years it returned +6.7% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -0.4%.
On 3-year return it ranks 8 of 19 funds in Short Term.
A monthly SIP over 3 years ended ₹3,578 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.1% | +1.9% |
| 3 months | +0.4% | -5.1% |
| 6 months | +2.3% | -3.2% |
| 1 year | +4.2% | -10.2% |
| 3 years (yearly) | +6.7% | +7.4% |
| Since start (yearly) | +6.0% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,22,908 | +4.0% |
| 3 years | ₹3,60,000 | ₹3,94,931 | +5.8% |
Other plan of this fund: Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - Growth