1M
6M
1Y
3Y
5Y
All
| NAV: 07 Feb 2025 | ₹46.17 |
| Min. SIP amount | ₹250 |
| Rating | 4 |
| Fund size | ₹216.77Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Debt Short Duration
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 8.4% | 6.9% | 8.0% | 7.5% |
| Category average | 7.6% | 6.3% | 6.0% | NA |
| Rank with in category | 9 | 8 | 2 | NA |
Understand terms
Peer Comparison
| Debt, Short Duration funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
ICICI Prudential Short Term Fund Direct Plan Growth | 5 | 8.4% | 7.7% | 19,847.73 |
Aditya Birla Sun Life Short Term Direct Fund Direct Growth | 5 | 8.5% | 7.3% | 8,140.73 |
HDFC Short Term Debt Fund Direct Plan Growth | 4 | 8.4% | 7.0% | 14,109.65 |
Nippon India Short Term Fund Direct Growth | 4 | 8.6% | 7.0% | 5,932.40 |
Baroda BNP Paribas Short Duration Direct Fund Growth | 4 | 8.3% | 6.9% | 198.05 |
Holdings (29)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
GOI | Sovereign | GOI Sec | 11.81% |
GOI | Sovereign | GOI Sec | 7.09% |
Bharti Telecom Ltd. | Communication | Debenture | 5.09% |
GOI | Sovereign | GOI Sec | 4.69% |
Power Finance Corporation Ltd. | Financial | Debenture | 4.65% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 4.64% |
Export-Import Bank Of India | Financial | Bonds | 4.62% |
PNB Housing Finance Ltd. | Financial | Debenture | 4.61% |
Kotak Mahindra Bank Ltd. | Financial | CD | 4.34% |
GOI | Sovereign | GOI Sec | 2.38% |
GOI | Sovereign | GOI Sec | 2.37% |
Tamilnadu State | Others | SDL | 2.36% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Bonds | 2.33% |
LIC Housing Finance Ltd. | Financial | Debenture | 2.32% |
National Housing Bank | Financial | Debenture | 2.32% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 2.32% |
GOI | Sovereign | GOI Sec | 2.32% |
Shriram Finance Ltd | Financial | Debenture | 2.31% |
National Housing Bank | Financial | Bonds | 2.31% |
REC Ltd. | Financial | NCD | 2.31% |
Muthoot Finance Ltd. | Financial | Debenture | 2.31% |
Embassy Office Parks REIT | Construction | Debenture | 2.31% |
REC Ltd. | Financial | Debenture | 2.30% |
REC Ltd. | Financial | Debenture | 2.30% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 2.30% |
Power Finance Corporation Ltd. | Financial | Debenture | 2.29% |
LIC Housing Finance Ltd. | Financial | Debenture | 2.25% |
IDFC First Bank Ltd. | Financial | CD | 2.25% |
Can Fin Homes Ltd. | Financial | FRB | 1.39% |
See All
Expense ratio, exit load and tax
Expense ratio: 0.31%
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
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹250 |
Fund management
Dwijendra SrivastavaJan 2022 - PresentView details
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
Sandeep AgarwalJan 2022 - PresentView details
Sandeep Agarwal
Jan 2022 - Present
View details
Education
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Also manages these schemes
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
NAWebsite
www.sundarammutual.com
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Short Duration Fund Direct Growth
VS
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