Sundaram Short Duration Fund - IDCW Quarterly Payout
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Debt, Short Duration, Principal at moderate risk
1 Year Return 9.03% at 05 Feb 2026 10:53 AM
Fund Details
NAV 14.7535
Sub-Type Short Duration
Rating 4
Min. SIP Amount ₹250.0
Fund Age(Year) 4.1
Fund Size(in Crores) 217.05
Fund Performance
1 Month 0.13%
3 Month 2.61%
6 Month 4.74%
1 Year 9.03%
3 Year 7.44%
5 Year 7.87%
Know This Fund
As on 05 Feb 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 CBLO 2.62 Treasury Bills 4.64 Certificate of Deposit 18.48 Debt Credit Ratings AAA 49.15 A1+ 18.48 AA+ 14.89 AA 7.35 Cash & Call Money 5.07 Debt Category Union Bank of India 9.75 National Bank Agr. Rur. Devp 8.3 Godrej Industries 5.94 Others 5.49
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Global Emerging Opportunities Fund Regular-Growth Ret 1M 0.89% Ret 1Y 7.47% Ret 3Y 13.06% Ret 5Y 9.09%
Equity, Flexi Cap funds Aditya Birla Sun Life Global Emerging Opportunities Fund Regular-IDCW Payout Ret 1M 0.89% Ret 1Y 7.47% Ret 3Y 13.06% Ret 5Y 9.09%
Equity, Flexi Cap funds Aditya Birla Sun Life Global Emerging Opportunities Fund Regular-IDCW Reinvestment Ret 1M 0.89% Ret 1Y 7.47% Ret 3Y 13.06% Ret 5Y 9.09%
Equity, Flexi Cap funds Aditya Birla Sun Life Global Excellence Equity FoF Regular-Growth Ret 1M 2.77% Ret 1Y 14.69% Ret 3Y 20.58% Ret 5Y 14.75%
Equity, Flexi Cap funds Aditya Birla Sun Life Global Excellence Equity FoF Regular-IDCW Payout Ret 1M 2.77% Ret 1Y 14.69% Ret 3Y 20.58% Ret 5Y 14.75%
Equity, Flexi Cap funds Aditya Birla Sun Life Global Excellence Equity FoF Regular-IDCW Reinvestment Ret 1M 2.77% Ret 1Y 14.69% Ret 3Y 20.58% Ret 5Y 14.75%
Equity, Flexi Cap funds Aditya Birla Sun Life International Equity Fund Regular-Growth Ret 1M 1.95% Ret 1Y 31.67% Ret 3Y 14.99% Ret 5Y 11.89%
Equity, Flexi Cap funds Aditya Birla Sun Life International Equity Fund Regular-IDCW Ret 1M 1.95% Ret 1Y 31.67% Ret 3Y 14.99% Ret 5Y 11.89%
Equity, Flexi Cap funds Aditya Birla Sun Life International Equity Fund Regular-IDCW Reinvestment Ret 1M 1.95% Ret 1Y 31.67% Ret 3Y 14.99% Ret 5Y 11.89%
Equity, Flexi Cap funds Aditya Birla Sun Life US Equity Passive FoF Regular-Growth Ret 1M 0.81% Ret 1Y 22.81% Ret 3Y 29.16% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life US Equity Passive FoF Regular-IDCW Payout Ret 1M 0.81% Ret 1Y 22.81% Ret 3Y 29.16% Ret 5Y 0%
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) 20
Date of Incorporation 2022-01-01
Total AUM 2025-12-31
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.
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