Sundaram Short Duration Fund-Growth

Fund Details

NAV 45.4252

Sub-Type Short Duration

Rating 3

Min. SIP Amount ₹250.0

Fund Age(Year) 22.61

Fund Size(in Crores) 193.66

Fund Performance

1 Month 0.14%

3 Month 1.26%

6 Month 2.37%

1 Year 7.29%

3 Year 7.31%

5 Year 7.11%

Know This Fund

As on 22 Dec 2025

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (98.41%) Market Cap Mid Cap 25.51 Small Cap 20.29 Large Cap 52.61 Top Sectors Financial 26.12 Services 15.47 Technology 10.1 Healthcare 7.98 Energy 6.79 Construction 5.16 Automobile 4.74 Communication 4.65 Consumer Staples 4.59 Capital Goods 3.72 Consumer Discretionary 3.54 Materials 2.51 Textiles 1.5 Chemicals 0.58 Insurance 0.52 Metals & Mining 0.42 Top Holding Arvind 1.5 Johnson Controls - Hitachi Air Conditioning India 0.48 Garware Hi-Tech Films 1.36 Motilal Oswal Financial Services 2.08 Embassy Developments 0.2 LG Electronics India 1.05 Travel Food Services 0.72 TVS Motor Company - Pref. Shares 0.01 CreditAccess Grameen 0.99 Jubilant FoodWorks 1.65 Bharti Airtel 4.65 Devyani International 0.73 Clean Science And Technology 0.58 Godfrey Phillips India 3.79 Dr. Reddy's Laboratories 2.02 One97 Communications 2.75 Eternal 2.03 Ujjivan Small Finance Bank 2.04 Punjab National Bank 1.03 Cholamandalam Investment and Finance Company 0.61 Star Health and Allied Insurance Company 0.52 Northern ARC Capital 0.68 Blue Jet Healthcare 0.4 Interglobe Aviation 1.18 Hindustan Petroleum Corporation 0.71 Larsen & Toubro 4.95 Oracle Financial Services Software 1.45 Onesource Specialty Pharma 1.08 360 One Wam 1.63 Restaurant King 1.16 Waaree Energies 0.95 Infosys 2.69 Varun Beverages 0.8 Ultratech Cement 1.16 Bharat Forge 0.95 Optiemus Infracom 0.49 HDB Financial Services 1.31 WeWork India Management 0.13 Hindalco Industries 0.42 Reliance Industries 5.13 Cohance Lifesciences 0.96 Mahindra & Mahindra Financial Services 0.59 HDFC Bank 3.35 Equitas Small Finance Bank 1.29 Maruti Suzuki India 1.85 IDFC First Bank 1 Bharat Heavy Electricals 1.38 Divi's Laboratories 1.08 Amber Enterprises India 2.01 State Bank of India 4.89 Tech Mahindra 4.64 Newgen Software Technologies 1.32 MCX 1.98 Hero Motocorp 1.54 Subros 0.38 Apollo Hospitals Enterprise 2.44 CG Power 0.83 Hindustan Aero 1.51 ICICI Bank 4.62 ICRA 1.24 Adani Ports and Special Economic Zone 1.41

Debt & Others (1.59%) Sector Allocation Net Receivables 1.28 CBLO 0.31 Debt Credit Ratings Debt Category Others 1.59

Comparison with same funds

Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - Growth Ret 1M -1.95% Ret 1Y -1.61% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Payout Ret 1M -1.95% Ret 1Y -1.61% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Reinvestment Ret 1M -1.95% Ret 1Y -1.61% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds 360 ONE Focused Fund Regular-Growth Ret 1M -1.03% Ret 1Y 2.45% Ret 3Y 14.94% Ret 5Y 16.3%

Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Ret 1M -1.03% Ret 1Y 2.45% Ret 3Y 14.94% Ret 5Y 16.3%

Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Reinvestment Ret 1M -1.03% Ret 1Y 2.45% Ret 3Y 14.94% Ret 5Y 16.3%

Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Payout Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Reinvestment Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-Growth Ret 1M -0.24% Ret 1Y 4.26% Ret 3Y 13.68% Ret 5Y 11.4%

Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-IDCW Ret 1M -0.24% Ret 1Y 4.26% Ret 3Y 13.68% Ret 5Y 11.4%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 0.89%

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 moderate risk

AMC and Fund details

Rank (total sets) 17

Date of Incorporation 2003-05-13

Total AUM 2025-11-30

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.