Sundaram Short Duration Fund Direct Growth

Sundaram Short Duration Fund Direct Growth

Debt
Short Duration
Moderate Risk
+7.79%
3Y annualised
-0.05% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Jan '26
₹49.37
Min. SIP amount
₹250
Fund size
₹189.66 Cr
Expense ratio
0.31%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,583
+2.64%
3 years₹1,80,000₹2,00,804
+11.56%
5 years₹3,00,000₹3,57,757
+19.25%
10 years₹6,00,000₹8,28,483
+38.08%

Holdings (27)

NameSectorInstrumentsAssets
GOISovereignGOI Sec10.64%
Tamilnadu StateOthersSDL8.00%
Power Finance Corporation Ltd.FinancialDebenture5.37%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture5.37%
Export-Import Bank Of IndiaFinancialBonds5.34%
PNB Housing Finance Ltd.FinancialDebenture5.34%
GOISovereignGOI Sec2.74%
GOISovereignGOI Sec2.72%
GOISovereignGOI Sec2.71%
Cholamandalam Investment and Finance Company Ltd.FinancialBonds2.71%
GOISovereignGOI Sec2.70%
LIC Housing Finance Ltd.FinancialDebenture2.68%
Muthoot Finance Ltd.FinancialDebenture2.68%
National Bank For Agriculture & Rural DevelopmentFinancialBonds2.67%
National Housing BankFinancialDebenture2.67%
REC Ltd.FinancialDebenture2.67%
Can Fin Homes Ltd.FinancialDebenture2.66%
Tamilnadu StateOthersSDL2.66%
Hinduja Leyland Finance Ltd.FinancialDebenture2.65%
Shriram Finance LtdFinancialDebenture2.65%
REC Ltd.FinancialDebenture2.65%
Power Finance Corporation Ltd.FinancialBonds2.65%
Small Industries Devp. Bank of India Ltd.FinancialDebenture2.64%
REC Ltd.FinancialDebenture2.64%
360 ONE Wealth Ltd.FinancialNCD2.64%
LIC Housing Finance Ltd.FinancialDebenture2.62%
Can Fin Homes Ltd.FinancialFRB1.59%
See All

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹500
Min. for SIP
₹250

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+7.8%+7.8%+6.9%+7.5%
Category average (Debt Short Duration)+7.1%+5.9%+6.6%--
Rank (Debt Short Duration)102----

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed as per your Income Tax slab.
Check past data

Fund management

DS
Dwijendra Srivastava
Jan 2022 - Present
View details

Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes

About Sundaram Short Duration Fund Direct Growth

Sundaram Short Duration Fund Direct Growth 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 Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹76,137 Cr and the Latest NAV as of 16 Jan 2026 is ₹49.37. The Sundaram Short Duration Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹250. Minimum Lumpsum Investment is ₹5,000. ;

Investment Objective

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 benchmarkNIFTY Short Duration Debt Index A-II

Fund house

Rank (total assets)#17 in India
Total AUM₹76,136.70 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mailNA
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianStock Holding Corp. of India Ltd.
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,