Sundaram Short Duration Fund Bonus

Debt
Short Duration
Moderate Risk
+7.47%
3Y annualised
+0.07% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Jun 2025
₹16.03
Rating
4
Min. SIP amount
Not Supported
Fund size
₹217.05Cr

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 Sec12.04%
GOI
SovereignGOI Sec7.21%
Bharti Telecom Ltd.
CommunicationDebenture5.09%
FinancialDebenture4.73%
National Bank For Agriculture & Rural Development
FinancialDebenture4.72%
Export-Import Bank Of India
FinancialBonds4.71%
PNB Housing Finance Ltd.
FinancialDebenture4.67%
SovereignGOI Sec3.32%
GOI
SovereignGOI Sec2.43%
Tamilnadu State
OthersSDL2.41%
SovereignGOI Sec2.41%
GOI
SovereignGOI Sec2.39%
Cholamandalam Investment and Finance Company Ltd.
FinancialBonds2.36%
LIC Housing Finance Ltd.
FinancialDebenture2.35%
FinancialDebenture2.35%
National Bank For Agriculture & Rural Development
FinancialDebenture2.34%
Shriram Finance Ltd
FinancialDebenture2.33%
Can Fin Homes Ltd.
FinancialDebenture2.33%
FinancialBonds2.33%
Muthoot Finance Ltd.
FinancialDebenture2.33%
FinancialDebenture2.33%
FinancialDebenture2.33%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture2.32%
Hinduja Leyland Finance Ltd.
FinancialDebenture2.32%
FinancialDebenture2.32%
LIC Housing Finance Ltd.
FinancialDebenture2.29%
Can Fin Homes Ltd.
FinancialFRB1.40%
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 returns7.5%7.9%6.4%7.2%
Category average7.1%5.9%6.6%NA
Rank with in category10214NA
Understand terms

Peer Comparison

Debt, Short Duration fundsRating1Y3YFund Size(Cr)
4
9.0%7.5%217.05
3
7.7%7.3%4,538.79

Expense ratio, exit load and tax

Expense ratio: 0.89%

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 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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