Sundaram Short Duration Fund Growth

Debt
Short Duration
Moderate Risk
+7.34%
3Y annualised
-0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Dec 2025
₹45.52
Rating
3
Min. SIP amount
Not Supported
Fund size
₹193.66Cr

Returns calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (27)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec10.47%
Tamilnadu State
OthersSDL7.87%
National Bank For Agriculture & Rural Development
FinancialDebenture5.30%
FinancialDebenture5.29%
Export-Import Bank Of India
FinancialBonds5.27%
PNB Housing Finance Ltd.
FinancialDebenture5.23%
GOI
SovereignGOI Sec2.70%
GOI
SovereignGOI Sec2.67%
GOI
SovereignGOI Sec2.67%
Cholamandalam Investment and Finance Company Ltd.
FinancialBonds2.66%
SovereignGOI Sec2.65%
LIC Housing Finance Ltd.
FinancialDebenture2.64%
FinancialBonds2.63%
Tamilnadu State
OthersSDL2.63%
Muthoot Finance Ltd.
FinancialDebenture2.63%
REC Ltd.
FinancialDebenture2.62%
FinancialDebenture2.62%
Can Fin Homes Ltd.
FinancialDebenture2.61%
Hinduja Leyland Finance Ltd.
FinancialDebenture2.61%
Shriram Finance Ltd
FinancialDebenture2.60%
FinancialDebenture2.60%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture2.60%
FinancialBonds2.60%
FinancialDebenture2.60%
360 ONE Wealth Ltd.
FinancialNCD2.59%
LIC Housing Finance Ltd.
FinancialDebenture2.57%
Can Fin Homes Ltd.
FinancialFRB1.56%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
3Y5Y10YAll
Fund returns7.3%7.1%6.2%7.2%
Category average7.1%5.9%6.6%NA
Rank with in category102NANA
Understand terms

Peer Comparison

Debt, Short Duration fundsRating1Y3YFund Size(Cr)
4
5.6%8.2%5,433.30
5
7.8%7.7%18,411.94
5
8.0%7.7%23,701.83
4
7.9%7.5%9,795.78
5
12.8%5.3%361.74

Expense ratio, exit load and tax

Expense ratio: 0.72%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Fund management

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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