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Sundaram Short Term Fund Direct Growth
+7.49%
3Y annualised
-0.11% 1D
NAV: 11 Sep '26
₹51.32
Min. for SIP
₹250
Fund size (AUM)
₹178.26 Cr
Expense ratio
0.28%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,606 | +2.68% | |
| 3 years | ₹1,80,000 | ₹1,99,007 | +10.56% | |
| 5 years | ₹3,00,000 | ₹3,57,018 | +19.01% | |
| 10 years | ₹6,00,000 | ₹8,27,957 | +37.99% |
Holdings (28)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| PNB HOUSING FINANCE LIMITED SR LXV 8.15 NCD 29JL27 FVRS1LAC | Financial | Debenture | 5.63% |
| POWER FINANCE CORPORATION LTD. SR BS227B 7.77 BD 15AP28 FVRS1LAC | Financial | Debenture | 5.62% |
| EXPORT IMPORT BANK OF INDIA SR AA02 7.35 BD 27JL28 FVRS1LAC | Financial | Bonds | 5.61% |
| REC LIMITED SR 257 TR A 7.28 BD 31AG29 FVRS1LAC | Financial | Non Convertible Debenture | 5.55% |
| STATE DEVELOPMENT LOAN 29895 GUJ 06JN30 6.45 FV RS 100 | Industrials | State Development Loan | 5.50% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26A 6.66 BD 12OT28 FVRS1LAC | Financial | Debenture | 5.50% |
| PUNJAB NATIONAL BANK CD 05FEB27 | Financial | Certificate of Deposit | 5.45% |
| Union Bank of India (16/03/2027) ** # | Financial | Commercial Paper | 5.41% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR VII 7.42 BD 12MR29 FVRS1LAC | Financial | Bonds/NCDs | 4.46% |
| Repo | Unspecified | Repo | 3.73% |
| GOVERNMENT OF INDIA 33618 GOI 13NV30 7.32 FV RS 100 | Entities | GOI Securities | 2.88% |
| GOVERNMENT OF INDIA 34539 GOI 03JU29 7.04 FV RS 100 | Entities | GOI Securities | 2.85% |
| CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED SR 639 8.54 NCD 12AP29 FVRS1LAC | Financial | Bonds | 2.82% |
| LIC HOUSING FINANCE LIMITED TR- 359 7.95 LOA 29JN28 FVRS10LAC | Financial | Debenture | 2.81% |
| CAN FIN HOMES LIMITED SR 2 8.09 NCD 04JN27 FVRS1LAC | Financial | Debenture | 2.81% |
| NATIONAL HOUSING BANK 7.59 BD 14JL27 FVRS1LAC | Financial | Debenture | 2.81% |
| REC LIMITED SR 236-B 7.56 BD 31AG27 FVRS1LAC | Financial | Debenture | 2.81% |
| 360 ONE PRIME LIMITED 8.95 NCD 04JU27 FVRS1LAC | Financial | Non Convertible Debenture | 2.81% |
| HINDUJA LEYLAND FINANCE LIMITED SR II 8.40 NCD 06MY27 FVRS1LAC | Financial | Debenture | 2.81% |
| LIC HOUSING FINANCE LIMITED TR 412 6.17 LOA 03SP26 FVRS10LAC | Financial | Debenture | 2.80% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LAC | Financial | Bonds | 2.80% |
| NATIONAL BANK FOR FINANCING INFRASTRUCTURE AND DEVELOPMENT SR NABFID20272 7.3700 BD 16JL29 FVRS1LAC | Financial | Bonds | 2.78% |
| LIC HOUSING FINANCE LTD TR 456 6.90 NCD 17SP27 FVRS1LAC | Financial | Non Convertible Debenture | 2.78% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR IV 7.04 BD 09FB29 FVRS1LAC | Financial | Bonds | 2.77% |
| GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100 | Entities | GOI Securities | 2.72% |
| KOTAK MAHINDRA BANK LIMITED CD 05MAR27 | Financial | Certificate of Deposit | 2.71% |
| Cash/Net Current Assets | Unspecified | Cash/Net Current Assets | 2.39% |
| Others Class A2 AIF | Unspecified | Alternative Investment Fund | 0.37% |
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 | +7.5% | +8.0% | +6.6% | +7.4% |
| Category average (Debt Short Duration) | +7.4% | +6.7% | +6.8% | +7.5% |
| Rank (Debt Short Duration) | 12 | 2 | 13 | -- |
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
SASandeep AgarwalJan 2022 - PresentView details
SA
Sandeep Agarwal
Jan 2022 - Present
View details
KRKumaresh RamakrishnanJun 2026 - PresentView details
KR
Kumaresh Ramakrishnan
Jun 2026 - Present
View details
RSRonak ShahAug 2026 - PresentView details
RS
Ronak Shah
Aug 2026 - Present
View details
About Sundaram Short Term Fund Direct Growth
Sundaram Short Term 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. Sandeep Agarwal is the Current Fund Manager of Sundaram Short Term Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹83,817 Cr and the Latest NAV as of 11 Sep 2026 is ₹51.32.
The Sundaram Short Term 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₹83,817.48 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,