Sundaram Short Duration Fund Direct IDCW Yearly

Debt
Short Duration
Moderate Risk
6.51%
3Y annualised
+0.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 07 Nov 2024₹14.48
Min. SIP amountNot Supported
Rating5
Fund size₹193.82Cr

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
1Y3Y5YAll
Fund returns8.7%6.5%8.2%7.5%
Category average7.9%5.9%6.1%NA
Rank with in category682NA
Understand terms

Peer Comparison

Debt, Short Duration fundsRating1Y3YFund Size(Cr)
5
8.7%6.5%193.82

Holdings (25)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec11.63%
GOI
SovereignGOI Sec7.93%
SovereignGOI Sec7.42%
SovereignGOI Sec5.25%
FinancialDebenture5.22%
National Bank For Agriculture & Rural Development
FinancialDebenture5.20%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture5.14%
Bharti Telecom Ltd.
CommunicationDebenture3.62%
Tamilnadu State
OthersSDL2.64%
Cholamandalam Investment and Finance Company Ltd.
FinancialBonds2.60%
LIC Housing Finance Ltd.
FinancialDebenture2.60%
FinancialDebenture2.60%
National Bank For Agriculture & Rural Development
FinancialDebenture2.59%
GOI
SovereignGOI Sec2.59%
FinancialBonds2.58%
ConstructionDebenture2.58%
FinancialDebenture2.58%
FinancialDebenture2.56%
HDFC Bank Ltd.
FinancialCD2.55%
Small Industries Devp. Bank of India Ltd.
FinancialCD2.53%
ICICI Bank Ltd.
FinancialCD2.52%
LIC Housing Finance Ltd.
FinancialDebenture2.51%
Union Bank of India
FinancialCD2.50%
Punjab National Bank
FinancialCD2.50%
Can Fin Homes Ltd.
FinancialFRB1.55%
See All

Expense ratio, exit load and tax

Expense ratio: 0.29%

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 SIPNot Supported

Fund management

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

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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