DS
Dwijendra SrivastavaFund Manager Since 1 Jan 2022
Fixed IncomeShort Duration
Sundaram Short Term Fund Direct Plan Growth Option
3Y Annualised
7.48%
0.06% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.37%
0.06% 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 7 months
NIFTY 50
8 years 10 months
FD
9 years 7 months
Fund info
Fund size
₹180.84 Cr
Min. SIP amount
₹250
Min. Lumpsum amount
₹5000
Exit load
0%
Nil
Risk Profile
Low to 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 Payout Inc Dist cum Cap Wdrl
2.67%
94th
Sundaram Short Term Fund Direct Plan Growth Option
0.37%
Fund Managers
SA
Sandeep AgarwalFund Manager Since 1 Jan 2022
About Sundaram Short Term Fund Direct Plan Growth Option
Sundaram Short Term 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 Term Fund Direct Plan Growth Option has ₹180.84 Cr worth of assets under management (AUM) as of Thu Sep 03 2026. The latest Net Asset Value (NAV) of Sundaram Short Term Fund Direct Plan Growth Option as of Wed Sep 02 2026 is ₹51.2369. The fund has an expense ratio of 0.24%, which is medium comparable to most other Fixed Income funds.
Sundaram Short Term Fund Direct Plan Growth Option returns for the last 1 year are 5.97%. Since launch, it has delivered 7.04% average annual returns.
The Sundaram Short Term Fund Direct Plan Growth Option has the majority of its money invested in null sectors.
Top 5 Holdings of Sundaram Short Term Fund Direct Plan Growth Option.
- 6.36% Govt Stock 2031: 8.80%
- Power Finance Corporation Limited: 5.54%
- Pnb Housing Finance Limited: 5.53%
- Export Import Bank Of India: 5.53%
- Rec Limited: 5.50%
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 Term 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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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
