Sundaram Short Duration Fund - Growth - Direct Plan

Other Plans and Options
  • 0.03 %Nav, as on 18-02-2026

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  • Net Change on 18-02-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct 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)- Direct Plan - Growth Option 8.61 4.66 7.63 7.92 6.61 7.10
CRISIL 10 Year 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)- Direct Plan - Growth Option Jan 01, 2013 7.63 7.92 6.61 0.31 197.74
ICICI Prudential Short Term Fund - Direct Plan - Growth Option Jan 01, 2013 8.22 8.33 7.19 0.45 22,707.35
Kotak Bond Short Term Plan-(Growth) - Direct Jan 01, 2013 7.71 8.02 6.62 0.39 17,557.58
HDFC Short Term Debt Fund - Growth Option - Direct Plan Jan 01, 2013 7.82 8.07 6.73 0.40 17,416.20
SBI SHORT TERM DEBT FUND - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated 7.86 7.90 6.44 0.40 17,219.19
Axis Short Duration Fund - Direct Plan - Growth Option Jan 01, 2013 8.26 8.18 6.80 0.38 11,708.64

Fund Holdings as on 31-January-2026

  • 6.79% Central Government Securities 07/10/2034

  • TREPS

  • 7.00% Tamil Nadu State Government Securities - 12/03/2029

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

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

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

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

  • Cash and Other Net Current Assets^

  • 7.32% Government Securities-13/11/2030

  • 7.04% Central Government Securities 03/06/2029

  • 7.18% Government Securities - 24/07/2037

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

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

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

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

  • National Bank for Agriculture & Rural Development - 7.48% - 15/09/2028

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

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

  • REC LTD - 7.56% - 31/08/2027**

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

  • Hinduja Leyland Finance Ltd - 8.4% - 06/05/2027**

  • 360 One Prime Ltd - 8.95% - 04/06/2027**

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

  • 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**

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

  • Corporate Debt Market Development Fund - Class A2

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  • Miscellaneous

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Fund Manager

  • CARE AA+

  • Cash

  • CRISIL AA+

  • CRISIL AAA

  • ICRA AA

  • ICRA AA+

  • ICRA AAA

  • Sov

  • 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 01-Jan-2013 and currently has an AUM of ₹197.74 crore. Sundaram Short Duration Fund is benchmarked against CRISIL 10 Year Gilt Index as primary index and Nifty Short Duration Debt Index as secondary index.

The NAV of Sundaram Short Duration Fund ended up ₹0.01(0.03%)yesterday to ₹49.7602.

Among its top 3 holdings the fund has exposure to 6.79% Central Government Securities 07/10/2034, 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