Sundaram Short Duration Fund Direct-Growth
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Debt, Short Duration, Principal at moderate risk
1 Year Return 7.96% at 22 Dec 2025 06:32 PM
Fund Details
NAV 49.2963
Sub-Type Short Duration
Rating 3
Min. SIP Amount ₹250.0
Fund Age(Year) 12.97
Fund Size(in Crores) 193.66
Fund Performance
1 Month 0.19%
3 Month 1.41%
6 Month 2.67%
1 Year 7.96%
3 Year 7.91%
5 Year 7.74%
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 (100.08%) Market Cap Small Cap 13.98 Mid Cap 31.17 Large Cap 54.94 Top Sectors Consumer Staples 20.84 Technology 16.34 Capital Goods 15.14 Services 9.53 Financial 8.25 Automobile 5.49 Healthcare 5.33 Chemicals 5.31 Materials 3.87 Metals & Mining 3.5 Energy 3.28 Textiles 2.45 Construction 0.74 Top Holding Castrol India 0.79 Indiamart 0.49 KPIT Technologies 1.29 Anand Rathi Wealth 1.13 HDFC AMC 3.72 Solar Industries India 1.98 Glaxosmithkline Pharma 1.09 Page Industries 2.45 Hero Motocorp 4.66 Gillette India 0.62 Garden Reach Shipbuilders & Engineers 0.5 Schneider Electric 0.31 Emami 0.79 National Aluminium Company 1.91 Hindustan Zinc 1.59 Tata Elxsi 1.11 Dr. Lal Pathlabs 0.69 Torrent Pharmaceuticals 2.29 Dixon Technologies (India) 3.29 Marico 3.49 CAMS 1.73 Infosys 4.11 MCX 4.15 Tata Consultancy 4.07 3M India 0.56 Oracle Financial Services Software 1.28 IEX 1.01 Motherson Wiring 0.83 KFin Technologies 0.86 Nippon Life India Asset Management 1.18 HCL Technologies 4.48 Britannia Industries 3.81 ITC 3.95 Aditya Birla AMC 0.35 Indian Railway Catering & Tourism 1.43 Nestle India 4.18 Hindustan Aero 4.02 Colgate-Palmolive (India) 2.55 NBCC (India) 0.74 Pidilite Industries 2.54 Waaree Energies 2.56 Cummins India 4.05 Coal India 3.87 Mazagon Dock Shipbuilders 1.34 Premier Energies 0.72 Authum Investment & Infrastructure 1.01 Abbott India 1.26 ABB India 1.63 Procter & Gamble Hygiene and Health Care 0.89 CRISIL 0.72
Debt & Others (-0.08%) Sector Allocation Reverse Repo 0.12 Net Payables -0.21 Debt Credit Ratings Debt Category Others -0.08
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): 0.3%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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.
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) 18
Date of Incorporation 2013-01-01
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.
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