Sundaram Short Duration Fund Direct Plan Growth Option
Moderate Risk
Debt
4 Star
NAV as of Jun 27, 2025
₹48.03
-0.01%1D Change
Returns since inception
7.18%p.a.
Moderate Risk
Debt
4 Star
NAV as of Jun 27, 2025
₹48.03
-0.01%1D Change
Returns since inception
7.18%p.a.
Sundaram Short Duration Fund Direct Plan Growth Option
Moderate Risk|Debt|4 Star
NAV as of Jun 27, 2025
₹48.03
-0.01%1D
Returns since inception
7.18%p.a.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating4 Star
- Expense ratio0.3%
- Exit Load0% within 0 days
- AUM (Fund size)₹216.31 Crore
- Lock-in periodNo Lock-in
- Age12 yrs since Jan 01, 2013
- Min. investmentSIP ₹2000 & Lump. ₹5000
- RiskModerate
- Tax implicationsShort-term capital gains (STCG) are taxed at applicable slab rates
Fund Distribution
Equity
0%
Debt
88.22%
Others
11.78%
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| 7.1% Govt Stock 2034 | 12.1% |
| 7.37% Govt Stock 2028 | 7.24% |
| Treps | 7.05% |
| Bharti Telecom Limited | 5.11% |
| National Bank For Agriculture And Rural Development | 4.75% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Nippon India Short Term F... | ₹ 8,155 Cr | ₹57.55 | 0.00% | Low to Moderate |
| Axis Short Duration Fund ... | ₹ 11,317 Cr | ₹33.85 | 0.07% | Low to Moderate |
| Mirae Asset Short Duratio... | ₹ 1,125 Cr | ₹16.74 | 0.06% | Low to Moderate |
| Kotak Bond Short Term Pla... | ₹ 18,429 Cr | ₹57.57 | -0.01% | Low to Moderate |
NAV History - SUNDARAM SHORT DURATION FUND - DIRECT GROWTH
FUND | SUNDARAM SHORT DURATION FUND - DIRECT GROWTH |
|---|---|
| NAV (Jun 27, 2025) | ₹48.03 |
| Class | Debt | Short |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Dwijendra Srivastava, Sandeep Agarwal |
FUND | SUNDARAM SHORT DURATION FUND - DIRECT GROWTH |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹2000 and Lump. ₹5000 |
| Exit Load | 0% within 0 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| SUNDARAM SHORT DURAT... | 0.08% | 0.19% | 2.77% | 5.08% | 9.69% | 8.07% |
About Sundaram Asset Management Company Ltd
Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors. The company strives to make mutual funds available for a wide range of people.
Sundaram Asset Management Company Ltd Details
- No. of schemes147
- Total AUM₹31,971.17 Crore
- AddressSundaram Asset Management Company Limited, Sundaram Towers, Chennai, 600 014
- Phone+91 44 28583362/3367
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.04 Lakhs ₹
Min investment of ₹2,000 required
