Sundaram Short Duration Fund-IDCW Monthly Reinvestment
Sundaram Short Duration Fund-IDCW Monthly Reinvestment: Mutual Fund Overview
Sundaram Short Duration Fund-IDCW Monthly Reinvestment is an Short Duration mutual fund with over 22.86 years of performance history. The scheme manages an AUM of ₹200.62 Cr and has a NAV of ₹13.005. It is rated '4' stars by analysts. Investors can begin a SIP with as little as ₹250.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 6.17%.
Debt, Short Duration, Principal at low to moderate risk
1 Year Return 6.17% at 24 Mar 2026 04:17 PM
Fund Details
NAV 13.005
Sub-Type Short Duration
Rating 4
Min. SIP Amount ₹250.0
Fund Age(Year) 22.86
Fund Size(in Crores) 200.62
Fund Performance
1 Month -0.09%
3 Month 0.91%
6 Month 1.97%
1 Year 6.17%
3 Year 7.07%
5 Year 7.26%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (100%) Sector Allocation GOI Securities 10.23 Cash/Net Current Assets 2.86 State Development Loan 10.08 Debt Credit Ratings AAA 43.15 SOV 20.3 AA+ 15.11 Cash & Call Money 13.94 A1+ 4.68 Debt Category Can Fin Homes 2.51 Export-Import Bank 5.03 National Bank Agr. Rur. Devp 7.57 Punjab National Bank 4.68
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth Ret 1M -0.37% Ret 1Y 3.47% Ret 3Y 5.02% Ret 5Y 4.06%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Ret 1M -0.37% Ret 1Y 3.47% Ret 3Y 5.02% Ret 5Y 4.06%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment Ret 1M -0.37% Ret 1Y 3.47% Ret 3Y 5.02% Ret 5Y 4.06%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-Growth Ret 1M -0.18% Ret 1Y 6.33% Ret 3Y 7.17% Ret 5Y 6.2%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Ret 1M -0.18% Ret 1Y 6.33% Ret 3Y 7.17% Ret 5Y 6.2%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Quarterly Ret 1M -0.18% Ret 1Y 6.33% Ret 3Y 7.17% Ret 5Y 6.2%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Reinvestment Ret 1M -0.18% Ret 1Y 6.33% Ret 3Y 7.17% Ret 5Y 6.2%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-Bonus Ret 1M -0.15% Ret 1Y 6.7% Ret 3Y 7.3% Ret 5Y 6.11%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-Growth Ret 1M -0.15% Ret 1Y 6.7% Ret 3Y 7.3% Ret 5Y 6.11%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Payout Ret 1M -0.15% Ret 1Y 6.7% Ret 3Y 7.3% Ret 5Y 6.11%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Reinvestment Ret 1M -0.15% Ret 1Y 6.7% Ret 3Y 7.3% Ret 5Y 6.11%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.68%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Sandeep Agarwal
Education Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Dwijendra Srivastava
Education Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at low to moderate risk
AMC and Fund details
Rank (total sets) 3
Date of Incorporation 2003-05-13
Total AUM 76017.49
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Sundaram Short Duration Fund-IDCW Monthly Reinvestment FAQs
How to invest in Sundaram Short Duration Fund-IDCW Monthly Reinvestment?
Investing in Sundaram Short Duration Fund-IDCW Monthly Reinvestment through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Sundaram Short Duration Fund-IDCW Monthly Reinvestment in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Sundaram Short Duration Fund-IDCW Monthly Reinvestment?
The term expense ratio for Sundaram Short Duration Fund-IDCW Monthly Reinvestment or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Sundaram Short Duration Fund-IDCW Monthly Reinvestment is 0.68% as of 24 Mar 2026.
What is the NAV of Sundaram Short Duration Fund-IDCW Monthly Reinvestment?
The NAV of Sundaram Short Duration Fund-IDCW Monthly Reinvestment is ₹13.005 as of 24 Mar 2026.
What is the AUM of Sundaram Short Duration Fund-IDCW Monthly Reinvestment?
The AUM (Assets Under Management) of Sundaram Short Duration Fund-IDCW Monthly Reinvestment is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Sundaram Short Duration Fund-IDCW Monthly Reinvestment is ₹200.62 Cr as of 24 Mar 2026.
What is the PE and PB ratio of Sundaram Short Duration Fund-IDCW Monthly Reinvestment?
The PE ratio of Sundaram Short Duration Fund-IDCW Monthly Reinvestment shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Sundaram Short Duration Fund-IDCW Monthly Reinvestment?
Yes, you can invest in Sundaram Short Duration Fund-IDCW Monthly Reinvestment through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Sundaram Short Duration Fund-IDCW Monthly Reinvestment in the last 5 years?
The return of Sundaram Short Duration Fund-IDCW Monthly Reinvestment in the last 5 years is 7.26%.
What is the minimum SIP investment required in Sundaram Short Duration Fund-IDCW Monthly Reinvestment?
The minimum SIP investment in Sundaram Short Duration Fund-IDCW Monthly Reinvestment depends on the fund's scheme rules and usually starts at a small amount. For Sundaram Short Duration Fund-IDCW Monthly Reinvestment, the minimum SIP amount is ₹250.0.
What is the current NAV of Sundaram Short Duration Fund-IDCW Monthly Reinvestment?
The NAV of Sundaram Short Duration Fund-IDCW Monthly Reinvestment, as of 24 Mar 2026, is ₹13.005.
Who manages the Sundaram Short Duration Fund-IDCW Monthly Reinvestment?
The fund managers responsible for Sundaram Short Duration Fund-IDCW Monthly Reinvestment are:
- Sandeep Agarwal
- Dwijendra Srivastava