Sundaram Short Duration Fund Direct Plan Growth Option
Moderate Risk
Debt
4 Star
NAV as of Jun 19, 2025
₹48.01
-0.07%1D Change
Returns since inception
7.2%p.a.
Moderate Risk
Debt
4 Star
NAV as of Jun 19, 2025
₹48.01
-0.07%1D Change
Returns since inception
7.2%p.a.
Sundaram Short Duration Fund Direct Plan Growth Option
Moderate Risk|Debt|4 Star
NAV as of Jun 19, 2025
₹48.01
-0.07%1D
Returns since inception
7.2%p.a.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹11.88 Lakhs
Final Value₹21.48 Lakhs
Absolute Return123.74%
Fund overview
- Rating4 Star
- Expense ratio0.3%
- Exit Load0% within 0 days
- AUM (Fund size)₹214.18 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%
Government Bonds
38.24%
Corporate Bonds
50.24%
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| 7.1% Govt Stock 2034 | 12.3% |
| 7.37% Govt Stock 2028 | 7.35% |
| Treps | 6.01% |
| Bharti Telecom Limited | 5.16% |
| National Bank For Agriculture And Rural Development | 4.82% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Nippon India Short Term F... | ₹ 7,058 Cr | ₹57.53 | -0.04% | Low to Moderate |
| Axis Short Duration Fund ... | ₹ 9,494 Cr | ₹33.80 | -0.04% | Low to Moderate |
| Mirae Asset Short Duratio... | ₹ 1,056 Cr | ₹16.73 | -0.07% | Low to Moderate |
| Kotak Bond Short Term Pla... | ₹ 17,541 Cr | ₹57.55 | -0.07% | Low to Moderate |
NAV History - SUNDARAM SHORT DURATION FUND - DIRECT GROWTH
FUND | SUNDARAM SHORT DURATION FUND - DIRECT GROWTH |
|---|---|
| NAV (Jun 19, 2025) | ₹48.01 |
| 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... | 0.15% | 0.57% | 3.36% | 5.17% | 9.88% | 8.15% |
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
- AddressPrincipal Pnb Asset Management Co. Pvt. Ltd., Exchange Plaza, Ground Floor, B Wing, Mumbai, 400 051
- Phone+91 22 67720555
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.05 Lakhs ₹
Min investment of ₹2,000 required
