Sundaram Short Duration Fund - Growth - Regular Plan

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  • 0.14 %Nav, as on 21-05-2025

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  • Net Change on 21-05-2025

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The scheme aims to generate regular income and capital appreciation through investment in debt instruments and related securities besides preservation of capital.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan 11.43 13.40 9.44 7.41 7.54 6.97
Crisil 10 Yr Gilt Index N/A N/A N/A N/A N/A N/A
Nifty Short Duration Debt Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Annualised, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan May 13, 2003 9.44 7.41 7.54 0.89 211.40
ICICI Prudential Short Term Fund - Growth Option Oct 25, 2001 9.27 7.98 6.95 1.02 20,968.84
Kotak Bond Short Term Plan-(Growth) May 02, 2002 9.45 7.34 6.17 1.12 17,821.39
HDFC Short Term Debt Fund - Growth Option Jun 25, 2010 9.63 7.82 6.82 0.73 15,030.08
SBI SHORT TERM DEBT FUND - REGULAR PLAN -GROWTH Jul 26, 2007 Unrated 9.53 7.43 6.13 0.85 14,429.29
Bandhan Bond Fund - Short Term Plan - Regular Plan-Growth Dec 14, 2000 9.68 7.62 6.18 0.81 9,815.71

Fund Holdings as on 30-April-2025

  • 7.10% Central Government Securities 08/04/2034

  • 7.37% Government Securities-23/10/2028

  • TREPS

  • Bharti Telecom Ltd - 8.9% - 04/12/2025**

  • Power Finance Corporation Ltd - 7.77% - 15/04/2028**

  • National Bank for Agriculture & Rural Development - 7.62% - 10/05/2029**

  • Export Import Bank of India - 7.35% - 27/07/2028

  • PNB Housing Finance Ltd - 8.15% - 29/07/2027**

  • 7.38% Central Government Securities 20/06/2027

  • 7.18% Government Securities - 24/07/2037

  • 7.32% Government Securities-13/11/2030

  • 7.44% Tamil Nadu State Government Securities -20/03/2034

  • Cash and Other Net Current Assets^

  • Cholamandalam Investment and Finance Co Ltd - 8.54% - 12/04/2029**

  • LIC Housing Finance Ltd - 7.95% - 29/01/2028**

  • National Housing Bank - 7.59% - 14/07/2027**

  • National Bank for Agriculture & Rural Development - 7.8% - 15/03/2027

  • Muthoot Finance Ltd - 8.65% - 31/01/2028**

  • Power Finance Corporation Ltd - 8.03% - 02/05/2026

  • Shriram Finance Ltd - 9.2% - 22/05/2026**

  • Can Fin Homes Ltd - 8.09% - 04/01/2027**

  • REC LTD - 7.56% - 30/06/2026**

  • REC LTD - 7.51% - 31/07/2026**

  • Small Industries Development Bank of India - 7.43% - 31/08/2026**

  • Power Finance Corporation Ltd - 7.13% - 15/07/2026**

  • Embassy Office Parks REIT - 7.77% - 05/06/2025**

  • LIC Housing Finance Ltd - 6.17% - 03/09/2026**

  • Can Fin Homes Ltd - 8.45% - 27/05/2026**

  • Corporate Debt Market Development Fund - Class A2

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  • Miscellaneous

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Fund Manager

  • Cash

  • CRISIL AA+

  • CRISIL AAA

  • ICRA AA+

  • ICRA AAA

  • IND AA+

  • Sovereign

  • Unrated

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About Sundaram Short Duration Fund

Scheme Analysis

Sundaram Short Duration Fund is a Debt - Short Duration Fund fund and belongs to Sundaram Mutual Fund. It was launched on 13-May-2003 and currently has an AUM of ₹211.40 crore. Sundaram Short Duration Fund is benchmarked against Crisil 10 Yr Gilt Index as primary index and Nifty Short Duration Debt Index as secondary index.

The NAV of Sundaram Short Duration Fund ended up ₹0.06(0.14%)yesterday to ₹44.2954.

Among its top 3 holdings the fund has exposure to 7.10% Central Government Securities 08/04/2034, and

The Sundaram Short Duration Fund is managed by Dwijendra Srivastava and Sandeep Agarwal.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156