Sundaram Short Duration Fund Growth

Sundaram Short Duration Fund Growth

+6.62%
3Y annualised
+0.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Jun '26
₹46.28
Min. for SIP
₹250
Fund size (AUM)
₹187.90 Cr
Expense ratio
0.80%
Rating
4

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,076
+1.79%
3 years₹1,80,000₹1,96,960
+9.42%
5 years₹3,00,000₹3,50,400
+16.80%
10 years₹6,00,000₹7,99,200
+33.20%

Holdings (28)

NameSectorInstrumentsAssets
STATE DEVELOPMENT LOAN 35697 TN 12MR29 7 FV RS 100UnspecifiedState Development Loan7.97%
Union Bank of India (16/03/2027) ** #FinancialCommercial Paper7.51%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR V 7.22 BD 10AP29 FVRS1LACFinancialDebenture5.79%
POWER FINANCE CORPORATION LTD. SR BS227B 7.77 BD 15AP28 FVRS1LACFinancialDebenture5.35%
PNB HOUSING FINANCE LIMITED SR LXV 8.15 NCD 29JL27 FVRS1LACFinancialDebenture5.33%
EXPORT IMPORT BANK OF INDIA SR AA02 7.35 BD 27JL28 FVRS1LACFinancialBonds5.31%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 24H 7.62 BD 10MY29 FVRS1LACFinancialDebenture5.31%
PUNJAB NATIONAL BANK CD 05FEB27FinancialCertificate of Deposit5.04%
RepoUnspecifiedRepo4.23%
GOVERNMENT OF INDIA 33618 GOI 13NV30 7.32 FV RS 100EntitiesGOI Securities2.72%
GOVERNMENT OF INDIA 34539 GOI 03JU29 7.04 FV RS 100EntitiesGOI Securities2.70%
CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED SR 639 8.54 NCD 12AP29 FVRS1LACFinancialBonds2.69%
MUTHOOT FINANCE LIMITED 8.65 NCD 31JN28 FVRS1LACFinancialDebenture2.67%
LIC HOUSING FINANCE LIMITED TR- 359 7.95 LOA 29JN28 FVRS10LACFinancialDebenture2.67%
NATIONAL HOUSING BANK 7.59 BD 14JL27 FVRS1LACFinancialDebenture2.67%
CAN FIN HOMES LIMITED SR 2 8.09 NCD 04JN27 FVRS1LACFinancialDebenture2.67%
360 ONE PRIME LIMITED 8.95 NCD 04JU27 FVRS1LACFinancialNon Convertible Debenture2.67%
REC LIMITED SR 236-B 7.56 BD 31AG27 FVRS1LACFinancialDebenture2.67%
REC LIMITED SR 221 7.51 BD 31JL26 FVRS1LACFinancialDebenture2.66%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR I 7.43 BD 31AU26 FVRS1LACFinancialDebenture2.66%
HINDUJA LEYLAND FINANCE LIMITED SR II 8.40 NCD 06MY27 FVRS1LACFinancialDebenture2.66%
LIC HOUSING FINANCE LIMITED TR 412 6.17 LOA 03SP26 FVRS10LACFinancialDebenture2.65%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LACFinancialBonds2.65%
STATE DEVELOPMENT LOAN 34118 TN 20MR34 7.44 FV RS 100UnspecifiedState Development Loan2.63%
GOVERNMENT OF INDIA 37080 GOI 16FB31 6.36 FV RS 100EntitiesGOI Securities2.62%
CANARA BANK CD 15SEP26FinancialCertificate of Deposit2.59%
Cash/Net Current AssetsUnspecifiedCash/Net Current Assets2.56%
Others Class A2 AIFUnspecifiedAlternative Investment Fund0.34%
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+6.6%+7.2%+6.0%+7.1%
Category average (Debt Short Duration)+7.1%+5.9%+6.6%--
Rank (Debt Short Duration)92----

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

Compare similar funds

Name1Y3YFund Size(Cr)
HDFC Savings Fund Growth
HDFC Savings Fund Growth
+5.59%+8.23%5,433.30
ICICI Prudential Short Term Fund Growth
ICICI Prudential Short Term Fund Growth
+4.71%+7.02%21,449.58
Axis Short Duration Fund Growth
Axis Short Duration Fund Growth
+4.46%+6.89%8,955.23
Nippon India Short Duration Fund Growth
Nippon India Short Duration Fund Growth
+3.99%+6.80%7,295.13
Sundaram Short Term Debt Fund Growth
Sundaram Short Term Debt Fund Growth
+12.83%+5.33%361.74
Compare

Fund management

About Sundaram Short Duration Fund Growth

Sundaram Short Duration Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹75,524 Cr and the Latest NAV as of 05 Jun 2026 is ₹46.28. The Sundaram Short Duration Fund Growth is rated Low to 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₹75,523.60 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mail--
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,