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Sundaram Short Duration Fund Direct Growth
Debt
Short Duration
Moderate Risk
+7.97%
3Y annualised
+0.02% 1D
NAV: 27 Feb '26
₹49.84
Min. for SIP
₹250
Fund size
₹197.74 Cr
Expense ratio
0.31%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,670 | +2.78% | |
| 3 years | ₹1,80,000 | ₹2,00,948 | +11.64% | |
| 5 years | ₹3,00,000 | ₹3,58,452 | +19.48% | |
| 10 years | ₹6,00,000 | ₹8,30,274 | +38.38% |
Holdings (25)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 10.15% |
| Tamilnadu State | Others | SDL | 7.66% |
| Power Finance Corporation Ltd. | Financial | Debenture | 5.12% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 5.10% |
| PNB Housing Finance Ltd. | Financial | Debenture | 5.10% |
| Export-Import Bank Of India | Financial | Bonds | 5.10% |
| GOI | Sovereign | GOI Sec | 2.62% |
| GOI | Sovereign | GOI Sec | 2.60% |
| GOI | Sovereign | GOI Sec | 2.58% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Bonds | 2.58% |
| LIC Housing Finance Ltd. | Financial | Debenture | 2.56% |
| Muthoot Finance Ltd. | Financial | Debenture | 2.56% |
| National Housing Bank | Financial | Debenture | 2.55% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 2.54% |
| Tamilnadu State | Others | SDL | 2.54% |
| Can Fin Homes Ltd. | Financial | Debenture | 2.54% |
| REC Ltd. | Financial | Debenture | 2.54% |
| Shriram Finance Ltd | Financial | Debenture | 2.54% |
| Hinduja Leyland Finance Ltd. | Financial | Debenture | 2.54% |
| 360 ONE Wealth Ltd. | Financial | NCD | 2.53% |
| Power Finance Corporation Ltd. | Financial | Bonds | 2.53% |
| REC Ltd. | Financial | Debenture | 2.53% |
| REC Ltd. | Financial | Debenture | 2.53% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 2.53% |
| LIC Housing Finance Ltd. | Financial | Debenture | 2.51% |
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
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +8.0% | +8.0% | +7.0% | +7.5% |
| Category average (Debt Short Duration) | +7.1% | +5.9% | +6.6% | -- |
| Rank (Debt Short Duration) | 13 | 2 | -- | -- |
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.
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Nippon India Short Duration Fund Direct Growth | +8.24% | +8.30% | 8,683.99 | |
Axis Short Duration Fund Direct Growth | +8.27% | +8.24% | 11,708.64 | |
Aditya Birla Sun Life Short Term Direct Fund Direct Growth | +7.99% | +8.19% | 9,747.73 | |
HDFC Short Term Debt Fund Direct Plan Growth | +7.84% | +8.08% | 17,416.20 | |
SBI Short Term Debt Fund Direct Growth | +7.84% | +7.95% | 17,219.19 | |
| Compare | ||||
Fund management
DSDwijendra SrivastavaJan 2022 - PresentView details
DS
Dwijendra Srivastava
Jan 2022 - Present
View details
SASandeep AgarwalJan 2022 - PresentView details
SA
Sandeep Agarwal
Jan 2022 - Present
View details
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 ₹75,674 Cr and the Latest NAV as of 27 Feb 2026 is ₹49.84.
The Sundaram Short Duration Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹250. Minimum Lumpsum Investment is ₹5,000.
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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₹75,674.20 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,