Sundaram Short Duration Fund Direct-IDCW Monthly Reinvestment

Fund Details

NAV 13.1935

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 0.14%

3 Month 1.28%

6 Month 2.65%

1 Year 7.86%

3 Year 7.86%

5 Year 7.72%

Know This Fund

As on 23 Dec 2025

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

Equity (-0.46%) Market Cap Large Cap 48.86 Small Cap -69.91 Mid Cap 20.59 Top Sectors Consumer Staples 0 Top Holding HDFC AMC 0 Power Grid Corporation Of India 0 JIO Financial 0 Havells India 0 Colgate-Palmolive (India) 0 Dalmia Bharat 0 Reliance Industries -0.02 Mphasis 0 NCC 0 Ultratech Cement -0.01 Jubilant FoodWorks 0 IDFC First Bank -0.01 Sammaan Capital 0 Central Depository Services (India) 0 Max Financial Services 0 Prestige Estates Projects 0 Mankind Pharma 0 Adani Ports and Special Economic Zone 0 Bosch 0 Bharat Petroleum Corporation 0 Hindalco Industries -0.01 BSE 0 Bank of India 0 Kotak Mahindra Bank -0.01 Tata Power Company -0.01 Bharat Heavy Electricals 0 One97 Communications 0 Dabur India 0 Hindustan Zinc 0 Pidilite Industries 0 Yes Bank 0 LTIMindtree 0 Max Healthcare Institute 0 Marico -0.01 Divi's Laboratories 0 Tata Motors Passenger Vehicles 0 Tube Investments Of India 0 National Aluminium Company 0 Coforge 0 Indusind Bank 0 The Phoenix Mills 0 Solar Industries India 0 Tata Consumer Products 0 Mahindra & Mahindra -0.01 Bandhan Bank 0 Polycab India 0 Torrent Power 0 Manappuram Finance 0 Varun Beverages 0 The Federal Bank 0 Persistent Systems 0 PNB Housing Finance -0.01 Ambuja Cements 0 Lupin 0 Aditya Birla Capital -0.01 Eternal -0.02 Dixon Technologies (India) 0 Indian Railway Finance Corporation 0 Apollo Hospitals Enterprise 0 Patanjali Foods 0 Adani Green Energy 0 Hero Motocorp 0 Godrej Consumer 0 PB Fintech 0 NHPC 0 Sona BLW Precision Forgings 0 State Bank of India -0.01 ITC 0 Info Edge (India) 0 Coal India 0 Vodafone Idea -0.03 SRF 0 Hitachi Energy India 0 JSW Steel -0.01 Biocon 0 Petronet LNG 0 Delhivery 0 Tata Consultancy -0.01 L&T Fin 0 Hindustan Unilever 0 SBI Cards 0 Cyient 0 Titan Company -0.01 Kalyan Jewellers India 0 IEX 0 Bank of Baroda -0.01 Bharat Electronics 0 Samvardhana Motherson 0 Syngene International 0 Adani Energy Solutions 0 Grasim Industries -0.01 Glenmark Pharmaceuticals 0 HCL Technologies 0 HDFC Life Insurance 0 Inox Wind 0 Muthoot Finance 0 NTPC 0 Maruti Suzuki India 0 Godrej Properties -0.01 Shriram Finance -0.01 RBL Bank -0.01 Aurobindo Pharma 0 ICICI Bank -0.01 NMDC 0 Cummins India 0 PG Electroplast 0 Tata Technologies 0 IIFL Finance 0 The Indian Hotels Company 0 LIC Housing Fin. 0 Laurus Labs 0 Union Bank of India 0 CG Power 0 CAMS 0 Indus Towers -0.01 Bharat Dynamics 0 MCX -0.01 GMR Airports -0.01 Power Fin. Corp. 0 Crompton Greaves Con. Electricals 0 Torrent Pharmaceuticals 0 Jindal Steel 0 Canara Bank 0 Bajaj Finance 0 Asian Paints 0 Tech Mahindra 0 Punjab National Bank -0.01 UPL 0 NBCC (India) 0 Britannia Industries 0 Exide Industries 0 Steel Authority Of India 0 Hindustan Aero 0 REC 0 Kaynes Technology India 0 Container Corporation Of India 0 Hindustan Petroleum Corporation 0 ICICI Lombard Gen. Insurance 0 Trent 0 Nuvama Wealth Management 0 AU Small Finance Bank 0 Fortis Healthcare 0 APL Apollo Tubes 0 Lodha Developers 0 HFCL 0 United Spirits 0 Indian Bank 0 Vedanta -0.01 Bajaj Finserv 0 Housing & Urban Dev Corp 0 HDFC Bank -0.02 DLF 0 Alkem Laboratories 0 Oracle Financial Services Software 0 JSW Energy 0 Larsen & Toubro 0 UNO Minda 0 Supreme Industries 0 Eicher Motors 0 Mazagon Dock Shipbuilders 0 Bharti Airtel -0.01 Sun Pharmaceutical Industries 0 ICICI Prudential 0 Nestle India 0 Tata Steel 0 TVS Motor Company 0 Siemens 0 Suzlon Energy 0 Shree Cement 0 Life Insurance 0 Cipla 0

Debt & Others (100.46000000000001%) Sector Allocation Certificate of Deposit 0.92 Commercial Paper 5.82 CBLO 1.48 Debt Credit Ratings Cash & Call Money 78.12 A1+ 15.3 AAA 5.44 SOV 1.57 Others 0.02 Debt Category HDB Financial Services 0.62 National Bank Agr. Rur. Devp 0.44 ICICI Securities 0.18 Axis Money Market Direct-G 10.17

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Credit Risk Fund Regular-Bonus Ret 1M 0.0% Ret 1Y 13.18% Ret 3Y 10.6% Ret 5Y 9.06%

Equity, Flexi Cap funds Aditya Birla Sun Life Credit Risk Fund Regular-Growth Ret 1M 0.0% Ret 1Y 13.18% Ret 3Y 10.6% Ret 5Y 9.06%

Equity, Flexi Cap funds Aditya Birla Sun Life Credit Risk Fund Regular-IDCW Ret 1M 0.0% Ret 1Y 13.18% Ret 3Y 10.6% Ret 5Y 9.06%

Equity, Flexi Cap funds Aditya Birla Sun Life Credit Risk Fund Regular-IDCW Reinvestment Ret 1M 0.0% Ret 1Y 13.18% Ret 3Y 10.6% Ret 5Y 9.06%

Equity, Flexi Cap funds Axis Credit Risk Fund Regular-Growth Ret 1M 0.34% Ret 1Y 8.67% Ret 3Y 7.86% Ret 5Y 6.72%

Equity, Flexi Cap funds Axis Credit Risk Fund Regular-IDCW Monthly Payout Ret 1M 0.34% Ret 1Y 8.67% Ret 3Y 7.86% Ret 5Y 6.72%

Equity, Flexi Cap funds Axis Credit Risk Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.34% Ret 1Y 8.67% Ret 3Y 7.86% Ret 5Y 6.72%

Equity, Flexi Cap funds Axis Credit Risk Fund Regular-IDCW Weekly Payout Ret 1M 0.34% Ret 1Y 8.67% Ret 3Y 7.86% Ret 5Y 6.72%

Equity, Flexi Cap funds Axis Credit Risk Fund Regular-IDCW Weekly Reinvestment Ret 1M 0.34% Ret 1Y 8.67% Ret 3Y 7.86% Ret 5Y 6.72%

Equity, Flexi Cap funds Bandhan Credit Risk Fund Regular-Growth Ret 1M 0.09% Ret 1Y 6.11% Ret 3Y 6.38% Ret 5Y 5.27%

Equity, Flexi Cap funds Bandhan Credit Risk Fund Regular-IDCW Ret 1M 0.09% Ret 1Y 6.11% Ret 3Y 6.38% Ret 5Y 5.27%

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) 17

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.