Sundaram Short Term Fund
The fund aims to generate income and capital appreciation from a portfolio of debt and money market instruments. The fund can be slotted between a cash fund and a bond fund.
Growthvine rating: 3/5 — ranked #19 of 42 in category.
Fund basics
| Category | Debt: Short Duration |
|---|---|
| NAV | ₹47.04 (as of 2026-10-26) |
| AUM | ₹176 Cr |
| Expense ratio | 0.69% |
| Riskometer | Moderate |
| Fund manager | Kumaresh Ramakrishnan |
| Exit load | 0 |
Performance & risk
| Sharpe ratio | 0.82 |
|---|---|
| Standard deviation | 1.24% |
| Max drawdown | −0.69% |
| Alpha | 0 |
| Beta | 0 |
Over 5 years, captured 95.9% of NIFTY Short Duration Debt Index's upside and — of its downside.
Market cap allocation
Concentration
Top holdings
Not disclosed.
Top sectors
Not disclosed.
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|---|---|---|
| 2026 (partial) | 3.3% | Q2 | #14 of 39 |
| 2025 | 7.3% | Q3 | #25 of 35 |
| 2024 | 7.9% | Q2 | #9 of 31 |
| 2023 | 6.9% | Q2 | #10 of 27 |