The current NAV of Sundaram Short Duration Fund(Q-IDCW) is ₹15.18, as of 23rd April 2025.

The Sundaram Short Duration Fund(Q-IDCW) was launched on 3rd January 2022. This mutual fund's past returns are as follows:

• 1 Year Returns: 7.71%
• 3 Year Returns: 5.48%

The top sectors Sundaram Short Duration Fund(Q-IDCW) has invested in are as follows:

• G-Sec | 31.67%
• Public Banks | 17.50%
• Consumer Finance | 14.94%
• Home Financing | 13.89%
• Specialized Finance | 7.48%

This data is as on 23rd April 2025.

The top 5 holdings for Sundaram Short Duration Fund(Q-IDCW) are as follows:

• 7.10% Central Government Securities 08/04/2034 | 12.79%
• 7.37% Government Securities-23/10/2028 | 7.65%
• Bharti Telecom Ltd - 8.9% - 04/12/2025** | 5.47%
• National Bank for Agriculture & Rural Development - 7.62% - 10/05/2029** | 5.03%
• Power Finance Corporation Ltd - 7.77% - 15/04/2028** | 5.02%

This data is as on 23rd April 2025.

The asset allocation for Sundaram Short Duration Fund(Q-IDCW) is as follows:

• Corporate Debt | 61.75%
• Government Securities | 31.67%
• Cash & Equivalents | 6.28%
• N/A | 0.30%

This data is as on 23rd April 2025.

The AUM (i.e. assets under management) of Sundaram Short Duration Fund(Q-IDCW) is ₹201.91 Cr as of 23rd April 2025.

The expense ratio of Sundaram Short Duration Fund(Q-IDCW) Plan is 0.31 as of 23rd April 2025.

The volatility or standard deviation for the Sundaram Short Duration Fund(Q-IDCW) is 0.84

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Sundaram Short Duration Fund(Q-IDCW) is 6.87

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Sundaram Short Duration Fund(Q-IDCW) is 1.00

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.