SIP performance of Sundaram Short Term Debt Fund – Direct Plan

Sundaram Short Term Debt Fund is an open-ended short-duration mutual fund. It is one of the funds which has delivered higher returns within the category. If you had invested Rs 2,000 every month i.e., Rs 24,000 per annum from October 1, 2018, till the present date i.e., October 29, 2021, then the worth of your investment would have been Rs 86,657 as against the invested amount of Rs 74,000.

Following graph depicts the growth of the above investment:

Now the question arises, what rate of return does the above investment deliver? Let’s look at the same: 

As we can see, if you had invested Rs 2,000 every month for three years, you would have received a 11.74% return. 

Below are the top 5 holdings of the Sundaram Short Term Debt Fund: