| Name | Sector | Instrument | Assets |
|---|---|---|---|
GOI | Sovereign | GOI Sec | 12.04% |
GOI | Sovereign | GOI Sec | 7.21% |
Bharti Telecom Ltd. | Communication | Debenture | 5.09% |
Power Finance Corporation Ltd. | Financial | Debenture | 4.73% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 4.72% |
Export-Import Bank Of India | Financial | Bonds | 4.71% |
PNB Housing Finance Ltd. | Financial | Debenture | 4.67% |
GOI | Sovereign | GOI Sec | 3.32% |
GOI | Sovereign | GOI Sec | 2.43% |
Tamilnadu State | Others | SDL | 2.41% |
GOI | Sovereign | GOI Sec | 2.41% |
GOI | Sovereign | GOI Sec | 2.39% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Bonds | 2.36% |
LIC Housing Finance Ltd. | Financial | Debenture | 2.35% |
National Housing Bank | Financial | Debenture | 2.35% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 2.34% |
Shriram Finance Ltd | Financial | Debenture | 2.33% |
Can Fin Homes Ltd. | Financial | Debenture | 2.33% |
Power Finance Corporation Ltd. | Financial | Bonds | 2.33% |
Muthoot Finance Ltd. | Financial | Debenture | 2.33% |
REC Ltd. | Financial | Debenture | 2.33% |
REC Ltd. | Financial | Debenture | 2.33% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 2.32% |
Hinduja Leyland Finance Ltd. | Financial | Debenture | 2.32% |
Power Finance Corporation Ltd. | Financial | Debenture | 2.32% |
LIC Housing Finance Ltd. | Financial | Debenture | 2.29% |
Can Fin Homes Ltd. | Financial | FRB | 1.40% |
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Average of the yearly returns of a mutual fund over a given period.
The total return of a mutual fund over a given period.
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 7.5% | 7.9% | 6.4% | 7.2% |
| Category average | 7.1% | 5.9% | 6.6% | NA |
| Rank with in category | 10 | 2 | 14 | NA |
| Debt, Short Duration funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Sundaram Short Duration Fund Bonus | 4 | 9.0% | 7.5% | 217.05 |
HSBC Short Duration Fund Bonus | 3 | 7.7% | 7.3% | 4,538.79 |
A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
A percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
A fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
A form of tax payable for the purchase or sale of an asset or security.
Inclusive of GST
Nil
0.005% (from July 1st, 2020)
Returns are taxed as per your Income Tax slab.
| Rank (total assets) | #17 in India |
|---|---|
| Total AUM | ₹76,948.12Cr |
| Date of Incorporation | 26 Feb 1996 |
|---|
Sundaram Short Duration Fund Bonus is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Dwijendra Srivastava is the Current Fund Manager of Sundaram Short Duration Fund Bonus fund. The fund currently has an Asset Under Management(AUM) of ₹76,948 Cr and the Latest NAV as of 27 Jun 2025 is ₹16.03. The Sundaram Short Duration Fund Bonus is rated Moderate risk. ;
The fund aims to generate income and capital appreciation from a portfolio of debt and money market instruments. The fund can be slotted between a cash fund and a bond fund. ;
| Fund benchmark | NIFTY Short Duration Debt Index A-II |
|---|