DS
Dwijendra SrivastavaFund Manager Since 1 Jan 2022
Fixed IncomeShort Duration
Sundaram Short Duration Fund Direct Plan Growth Option
3Y Annualised
7.93%
0.04% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.51%
0.04% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
9 years 1 months
NIFTY 50
6 years 1 months
FD
9 years 7 months
Fund info
Fund size
₹197.74 Cr
Min. SIP amount
₹250
Min. Lumpsum amount
₹5000
Exit load
0%
Nil
Risk Profile
Moderate Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Kotak Bond Short Term Plan Direct Normal Reinvestment of Inc Dis cum Cap Wdrl
6.90%
2nd
Kotak Bond Short Term Plan Direct Normal Payout of Inc Dis cum Cap Wdrl
6.90%
3rd
ICICI Prudential Short Term Fund Institutional Fortnightly Payout of Income Dist cum Cap Wdrl
2.67%
4th
ICICI Prudential Short Term Fund Bonus
2.67%
5th
ICICI Prudential Short Term Fund Institutional Growth
2.67%
155th
Sundaram Short Duration Fund Direct Plan Growth Option
0.51%
Fund Managers
SA
Sandeep AgarwalFund Manager Since 1 Jan 2022
About Sundaram Short Duration Fund Direct Plan Growth Option
Sundaram Short Duration Fund Direct Plan Growth Option is a Fixed Income mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 13 years, having been launched on 2013-01-01. Sundaram Short Duration Fund Direct Plan Growth Option has ₹197.74 Cr worth of assets under management (AUM) as of Fri Mar 13 2026. The latest Net Asset Value (NAV) of Sundaram Short Duration Fund Direct Plan Growth Option as of Thu Mar 12 2026 is ₹49.8237. The fund has an expense ratio of 0.31%, which is medium comparable to most other Fixed Income funds.
Sundaram Short Duration Fund Direct Plan Growth Option returns for the last 1 year are 7.47%. Since launch, it has delivered 7.09% average annual returns.
The Sundaram Short Duration Fund Direct Plan Growth Option has the majority of its money invested in null sectors.
Top 5 Holdings of Sundaram Short Duration Fund Direct Plan Growth Option.
- 7.0% Tamilnadu Sgs 2029: 7.57%
- Small Industries Development Bank of India 7.22%: 5.49%
- Power Finance Corporation Limited: 5.05%
- National Bank For Agriculture And Rural Development: 5.05%
- Pnb Housing Finance Limited: 5.04%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| customer@principalindia.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Principal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing,,NSE Building, Bandra Kurla Complex,,Bandra (East) |
Tax Implications of Sundaram Short Duration Fund Direct Plan Growth Option
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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expense ratio
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fund size
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
