DS
Dwijendra SrivastavaFund Manager Since 1 Jan 2022
Fixed IncomeShort Duration
Sundaram Short Duration Fund Direct Quarterly Income Dist cum Cap Wdrl
3Y Annualised
8.09%
0.09% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.40%
0.09% 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
8 years 11 months
NIFTY 50
4 years 1 months
FD
9 years 7 months
Fund info
Fund size
₹214.18 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
ICICI Prudential Short Term Fund Institutional Fortnightly Payout of Income Dist cum Cap Wdrl
2.67%
2nd
ICICI Prudential Short Term Fund Bonus
2.67%
3rd
ICICI Prudential Short Term Fund Institutional Growth
2.67%
4th
PGIM India Short Duration Fund Bonus
2.67%
5th
PGIM India Short Duration Fund Weekly Reinvestment Inc Dist cum Cap Wdrl
2.67%
299th
Sundaram Short Duration Fund Direct Quarterly Income Dist cum Cap Wdrl
0.40%
Fund Managers
SA
Sandeep AgarwalFund Manager Since 1 Jan 2022
About Sundaram Short Duration Fund Direct Quarterly Income Dist cum Cap Wdrl
Sundaram Short Duration Fund Direct Quarterly Income Dist cum Cap Wdrl is a Fixed Income mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 3 years, having been launched on 2022-01-03. Sundaram Short Duration Fund Direct Quarterly Income Dist cum Cap Wdrl has ₹214.18 Cr worth of assets under management (AUM) as of Wed Jun 18 2025. The latest Net Asset Value (NAV) of Sundaram Short Duration Fund Direct Quarterly Income Dist cum Cap Wdrl as of Tue Jun 17 2025 is ₹15.1071. The fund has an expense ratio of 0.3%, which is medium comparable to most other Fixed Income funds.
Sundaram Short Duration Fund Direct Quarterly Income Dist cum Cap Wdrl returns for the last 1 year are 9.78%. Since launch, it has delivered 7.27% average annual returns.
The Sundaram Short Duration Fund Direct Quarterly Income Dist cum Cap Wdrl has the majority of its money invested in null sectors.
Top 5 Holdings of Sundaram Short Duration Fund Direct Quarterly Income Dist cum Cap Wdrl.
- 7.1% Govt Stock 2034: 12.30%
- 7.37% Govt Stock 2028: 7.35%
- Bharti Telecom Limited: 5.16%
- National Bank For Agriculture And Rural Development: 4.82%
- Power Finance Corporation Ltd.: 4.81%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2022-01-03 |
| 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 Quarterly Income Dist cum Cap Wdrl
| 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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Sundaram Banking & PSU Fund Regular Growth
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fund size
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FAQs
What is the current NAV of Sundaram Short Duration Fund Direct Quarterly Income Dist cum Cap Wdrl?
What are the average returns of Sundaram Short Duration Fund Direct Quarterly Income Dist cum Cap Wdrl?
How do I invest in Sundaram Short Duration Fund Direct Quarterly Income Dist cum Cap Wdrl?
What is the expense ratio of Sundaram Short Duration Fund Direct Quarterly Income Dist cum Cap Wdrl?
What are net assets under management (AUM) of Sundaram Short Duration Fund Direct Quarterly Income Dist cum Cap Wdrl?
What is the PE and PB ratio of Sundaram Short Duration Fund Direct Quarterly Income Dist cum Cap Wdrl?
What are the top 5 holdings of Sundaram Short Duration Fund Direct Quarterly Income Dist cum Cap Wdrl?
What are the top 3 sectors that Sundaram Short Duration Fund Direct Quarterly Income Dist cum Cap Wdrl has invested in?
Who is the manager of Sundaram Short Duration Fund Direct Quarterly Income Dist cum Cap Wdrl?
What is the exit load of Sundaram Short Duration Fund Direct Quarterly Income Dist cum Cap Wdrl?
How to Redeem Sundaram Short Duration Fund Direct Quarterly Income Dist cum Cap Wdrl?
Can I invest in SIP and a Lump Sum of Sundaram Short Duration Fund Direct Quarterly Income Dist cum Cap Wdrl?
