TickerKhojSundaram Mutual Fund · Debt · Short Term · Direct plan
Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Direct Plan - Growth
₹51.2896NAV on 30 Oct 2026Expense ratio 0.28%
29 Oct 2025NAV low 49 · high 51.38+4.6%
In plain words
Over 3 years it returned +7.3% 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 | +0.5% | -5.1% |
| 6 months | +2.5% | -3.2% |
| 1 year | +4.7% | -10.2% |
| 3 years (yearly) | +7.3% | +7.4% |
| Since start (yearly) | +6.6% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,23,283 | +4.5% |
| 3 years | ₹3,60,000 | ₹3,98,509 | +6.4% |
Other plan of this fund: Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund) - Regular Plan - Growth