Sundaram Short Duration Fund - IDCW Yearly Payout
Sundaram Short Duration Fund - IDCW Yearly Payout: Mutual Fund Overview
Sundaram Short Duration Fund - IDCW Yearly Payout is an Short Duration mutual fund with over 4.19 years of performance history. The scheme manages an AUM of ₹217.05 Cr and has a NAV of ₹14.9869. 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 9.03%.
Debt, Short Duration, Principal at moderate risk
1 Year Return 9.03% at 12 Mar 2026 08:17 PM
Fund Details
NAV 14.9869
Sub-Type Short Duration
Rating 4
Min. SIP Amount ₹250.0
Fund Age(Year) 4.19
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 12 Mar 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 Floating Rate Bond 1.4 Bonds 9.4 Repo 7.36 Debt Credit Ratings AAA 37.45 SOV 32.2 AA+ 20.51 Cash & Call Money 9.56 Others 0.28 Debt Category LIC Housing Fin. 4.64 Tamilnadu State 2.41 Hinduja Leyland Finance 2.32 PNB Housing Finance 4.67
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth Ret 1M 0.54% Ret 1Y 4.49% Ret 3Y 5.41% Ret 5Y 4.3%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Ret 1M 0.54% Ret 1Y 4.49% Ret 3Y 5.41% Ret 5Y 4.3%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment Ret 1M 0.54% Ret 1Y 4.49% Ret 3Y 5.41% Ret 5Y 4.3%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-Growth Ret 1M 0.53% Ret 1Y 7.23% Ret 3Y 7.47% Ret 5Y 6.33%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Ret 1M 0.53% Ret 1Y 7.23% Ret 3Y 7.47% Ret 5Y 6.33%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Quarterly Ret 1M 0.53% Ret 1Y 7.23% Ret 3Y 7.47% Ret 5Y 6.33%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Reinvestment Ret 1M 0.53% Ret 1Y 7.23% Ret 3Y 7.47% Ret 5Y 6.33%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-Bonus Ret 1M 0.52% Ret 1Y 7.55% Ret 3Y 7.6% Ret 5Y 6.19%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-Growth Ret 1M 0.52% Ret 1Y 7.55% Ret 3Y 7.6% Ret 5Y 6.19%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Payout Ret 1M 0.52% Ret 1Y 7.55% Ret 3Y 7.6% Ret 5Y 6.19%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.52% Ret 1Y 7.55% Ret 3Y 7.6% Ret 5Y 6.19%
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
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) 20
Date of Incorporation 2022-01-01
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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