Sundaram Short Duration Fund-Growth
Sundaram Short Duration Fund-Growth: Mutual Fund Overview
Sundaram Short Duration Fund-Growth is an Short Duration mutual fund with over 22.83 years of performance history. The scheme manages an AUM of ₹200.62 Cr and has a NAV of ₹45.9071. 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 6.86%.
Debt, Short Duration, Principal at moderate risk
1 Year Return 6.86% at 12 Mar 2026 07:15 PM
Fund Details
NAV 45.9071
Sub-Type Short Duration
Rating 4
Min. SIP Amount ₹250.0
Fund Age(Year) 22.83
Fund Size(in Crores) 200.62
Fund Performance
1 Month 0.47%
3 Month 1.13%
6 Month 2.51%
1 Year 6.86%
3 Year 7.32%
5 Year 7.39%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (74.25%) Market Cap Small Cap 7.72 Mid Cap 12.49 Large Cap 54.04 Top Sectors Financial 23.47 Services 7.09 Automobile 6.72 Capital Goods 5.45 Energy 5.13 Technology 4.72 Consumer Staples 4.35 Healthcare 4 Construction 3.04 Communication 2.34 Materials 2.31 Consumer Discretionary 1.8 Chemicals 1.67 Insurance 1.45 Metals & Mining 0.71 Top Holding Power Fin. Corp. 2.26 Jyothy Labs 0.42 Max Healthcare Institute 0.85 JK Cement 1.17 Tata Consultancy 0.94 Titan Company 0.98 Varun Beverages 0.91 ICICI Bank 4.16 GE Vernova T&D 1.38 State Bank of India 2.99 Sonata Software 0.25 TVS Motor Company 1.05 Tata Power Company 0.79 Axis Bank 2.42 Oberoi Realty 0.86 Eternal 1.45 Bharat Petroleum Corporation 0.61 Coal India 1.14 Bharti Airtel 2.34 Vinati Organics 0.63 Godrej Consumer 0.73 Bharat Electronics 1.03 PVR Inox 0.45 Britannia Industries 0.43 Larsen & Toubro 2.18 KEC International 0.38 Mahindra & Mahindra 0.55 Sun Pharmaceutical Industries 1.03 SBI Life Insurance Company 0.93 Navin Fluorine International 0.58 Kei Industries 1.29 Bajaj Auto 0.75 Hindustan Aero 0.66 Info Edge (India) 0.62 Max Financial Services 1.02 One97 Communications 0.36 Bajaj Finance 1.57 Reliance Industries 2.66 Tata Steel 0.71 Voltas 0.82 Piramal Pharma 0.44 TVS Motor Company - Pref. Shares 0.02 Maruti Suzuki India 0.93 UNO Minda 0.91 Prudent Corporate Advisory Services 0.67 Interglobe Aviation 0.93 Jubilant FoodWorks 0.71 FSN E-Commerce Ventures 0.58 Divi's Laboratories 1.02 CG Power 0.71 BSE 0.91 Cholamandalam Financial 0.99 ITC 1.03 Samvardhana Motherson 1.86 ICICI Lombard Gen. Insurance 0.52 Indian Bank 1.24 HDFC Bank 5.54 NTPC 1.07 Motherson Wiring 0.65 PI Industries 0.46 Tech Mahindra 1.1 United Spirits 0.83 The Indian Hotels Company 0.82 JB Chemicals 0.66 WeWork India Management 0.26 PNB Housing Finance 0.61 Infosys 2.43
Debt & Others (25.75%) Sector Allocation Non Convertible Debenture 2.43 Bonds/Debentures 0.22 GOI Securities 5.14 Debt Credit Ratings AAA 12.41 SOV 6.96 Cash & Call Money 5.07 A1+ 1.31 Debt Category Power Fin. Corp. 0.22 Bajaj Housing Finance 0.22 Small Industries 1.55 Andhra Pradesh State 0.23
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Income Fund Regular-Growth Ret 1M 0.85% Ret 1Y 4.58% Ret 3Y 6.65% Ret 5Y 5.81%
Equity, Flexi Cap funds Aditya Birla Sun Life Income Fund Regular-IDCW Ret 1M 0.85% Ret 1Y 4.58% Ret 3Y 6.65% Ret 5Y 5.81%
Equity, Flexi Cap funds Aditya Birla Sun Life Income Fund Regular-IDCW Quarterly Ret 1M 0.85% Ret 1Y 4.58% Ret 3Y 6.65% Ret 5Y 5.81%
Equity, Flexi Cap funds Aditya Birla Sun Life Income Fund Regular-IDCW Quarterly Reinvestment Ret 1M 0.85% Ret 1Y 4.58% Ret 3Y 6.65% Ret 5Y 5.81%
Equity, Flexi Cap funds Aditya Birla Sun Life Income Fund Regular-IDCW Reinvestment Ret 1M 0.85% Ret 1Y 4.58% Ret 3Y 6.65% Ret 5Y 5.81%
Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-Growth Ret 1M 0.45% Ret 1Y 3.78% Ret 3Y 5.96% Ret 5Y 4.67%
Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-IDCW Half Yearly Ret 1M 0.45% Ret 1Y 3.78% Ret 3Y 5.96% Ret 5Y 4.67%
Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-IDCW Half Yearly Reinvestment Ret 1M 0.45% Ret 1Y 3.78% Ret 3Y 5.96% Ret 5Y 4.67%
Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-IDCW Periodic Ret 1M 0.45% Ret 1Y 3.78% Ret 3Y 5.96% Ret 5Y 4.67%
Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-IDCW Periodic Reinvestment Ret 1M 0.45% Ret 1Y 3.78% Ret 3Y 5.96% Ret 5Y 4.67%
Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-IDCW Quarterly Ret 1M 0.45% Ret 1Y 3.78% Ret 3Y 5.96% Ret 5Y 4.67%
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 moderate risk
AMC and Fund details
Rank (total sets) 6
Date of Incorporation 2003-05-13
Total AUM 75674.2
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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