Sundaram Short Term Fund Direct Growth

Sundaram Short Term Fund Direct Growth

+7.35%
3Y annualised
-0.06% 1D
NAV: 13 Nov '26
₹51.57
Min. for SIP
₹250
Fund size (AUM)
₹189.58 Cr
Expense ratio
0.28%
Rating
4

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,447
+2.41%
3 years₹1,80,000₹1,97,719
+9.84%
5 years₹3,00,000₹3,55,202
+18.40%
10 years₹6,00,000₹8,24,559
+37.43%

Holdings (28)

NameSectorInstrumentsAssets
INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 131 8.55 LOA 21FB29 FVRS10LACFinancialNon Convertible Debenture7.44%
RepoUnspecifiedRepo6.94%
PNB HOUSING FINANCE LIMITED SR LXV 8.15 NCD 29JL27 FVRS1LACFinancialDebenture5.27%
POWER FINANCE CORPORATION LTD. SR BS227B 7.77 BD 15AP28 FVRS1LACFinancialDebenture5.24%
EXPORT IMPORT BANK OF INDIA SR AA02 7.35 BD 27JL28 FVRS1LACFinancialBonds5.21%
PUNJAB NATIONAL BANK CD 05FEB27FinancialCertificate of Deposit5.17%
REC LIMITED SR 257 TR A 7.28 BD 31AG29 FVRS1LACFinancialNon Convertible Debenture5.14%
Union Bank of India (16/03/2027) ** #FinancialCommercial Paper5.13%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26A 6.66 BD 12OT28 FVRS1LACFinancialDebenture5.12%
STATE DEVELOPMENT LOAN 29895 GUJ 06JN30 6.45 FV RS 100IndustrialsState Development Loan5.08%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR VII 7.42 BD 12MR29 FVRS1LACFinancialBonds/NCDs4.14%
MUTHOOT FINANCE LIMITED 8.60 NCD 02MR28 FVRS1LACFinancialNon Convertible Debenture3.67%
GOVERNMENT OF INDIA 33618 GOI 13NV30 7.32 FV RS 100EntitiesGOI Securities2.64%
360 ONE PRIME LIMITED 8.95 NCD 04JU27 FVRS1LACFinancialNon Convertible Debenture2.63%
NATIONAL HOUSING BANK 7.59 BD 14JL27 FVRS1LACFinancialDebenture2.63%
HINDUJA LEYLAND FINANCE LIMITED SR II 8.40 NCD 06MY27 FVRS1LACFinancialDebenture2.63%
CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED SR 639 8.54 NCD 12AP29 FVRS1LACFinancialBonds2.61%
8.2% Tata Capital Housing Finance Limited (25/09/2029)FinancialDebenture2.61%
LIC HOUSING FINANCE LTD TR 456 6.90 NCD 17SP27 FVRS1LACFinancialNon Convertible Debenture2.61%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LACFinancialBonds2.60%
NATIONAL BANK FOR FINANCING INFRASTRUCTURE AND DEVELOPMENT SR NABFID20272 7.3700 BD 16JL29 FVRS1LACFinancialBonds2.58%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR IV 7.04 BD 09FB29 FVRS1LACFinancialBonds2.57%
REC LIMITED SR 247 A 6.87 BD 31MY30 FVRS1LACFinancialBonds2.53%
STATE DEVELOPMENT LOAN 29901 TN 06JN31 6.53 FV RS 100UnspecifiedState Development Loan2.52%
Cash/Net Current AssetsUnspecifiedCash/Net Current Assets2.17%
POWER FINANCE CORPORATION LIMITED SR 259A 6.96 BD 02MR28 FVRS1LACFinancialDebenture1.56%
REC LTD - 8.3% - 31/10/2031FinancialDebenture1.22%
Others Class A2 AIFUnspecifiedAlternative Investment Fund0.35%

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹500
Min. for SIP
₹250

Returns and rankings

Name3Y5Y10YAll
Fund returns+7.3%+6.6%+6.5%+7.4%
Category average (Debt Short Term)+7.2%+6.5%+6.7%+7.5%
Rank (Debt Short Term)10814--

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

Fund management

Education
MBA, B. Com
Experience
Prior to joining the Sundaram AMC, he was associated with Tata AIA Life Insurance Co. Ltd and Derivium Tradition and Securities (P) Ltd.

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 ₹75,387 Cr and the Latest NAV as of 13 Nov 2026 is ₹51.57. The Sundaram Short Term Fund Direct Growth is rated 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₹75,387.24 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,