Sundaram Short Duration Fund Direct Plan Growth Option
Debt
Direct
Short Duration
NAV: ₹ 43.1 as on 18-04-2024
Fund Performance
49 people have invested ₹ 8.2L in Sundaram Short Duration Fund Direct Plan Growth Option in the last three months
Mutual Fund Insights
In the last 5 years, ICICI Prudential Short Term Fund Direct Plan Growth Option has given 7.87% return, outperforming this fund by 3.09% per annum.
This fund has one of the lowest expense ratio in the category (short duration). Its expense ratio is 0.29% which is lower than the category average expense ratio of 0.7%.
In the last 3 years, UTI - Short Duration Fund - Direct Plan - Growth Option has given 7.67% return, outperforming this fund by 1.91% per annum.
Over the last 3 months, this fund has experienced a 3.6% drop in AUM moving from 199.97 Cr to 192.74 Cr.
In the last 1 year, ICICI Prudential Short Term Fund Direct Plan Growth Option has given 8.07% return, outperforming this fund by 0.89%.
About the Sundaram Short Duration Fund Direct Plan Growth Option
Sundaram Short Duration Fund Direct Plan Growth Option is a debt fund. This fund was started on 1 January, 2013. The fund is managed by Dwijendra Srivastava, Sandeep Agarwal. This fund is suitable to keep your money safe.
Key Parameters
- Sundaram Short Duration Fund Direct Plan Growth Option has ₹193 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
- The fund has an expense ratio 0.3.
Sundaram Short Duration Fund Direct Plan Growth Option Overview
 | 0.29% |
 Benchmark | CRISIL Short Term Bond Fund TR INR |
 | ₹193 Cr |
 | 1 January, 2013 |
 | ₹5000/₹250 |
 | 0% |
 | No Lock-in |
 TurnOver | 193% |
Sundaram Short Duration Fund Direct Plan Growth Option Distribution as on (31-Dec-69)
Credit rating breakup
AAA
96%
AA
4%
Sector Allocation
Corporate
38.5%
Government
32.7%
Cash Equivalent
28.8%
Top Holdings of Sundaram Short Duration Fund Direct Plan Growth Option as on (31-Mar-24)
Debt Holdings21
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 7.18% Govt Stock 2033 | 17.26% | 0% | |
7.06% Govt Stock 2028 | 7.78% | 0% | |
Rural Electrification Corporation Limited | 5.26% | 0% | |
7.38% Govt Stock 2027 | 5.23% | 0% | |
Power Finance Corporation Ltd. | 5.23% | 0% |
See all
Sundaram Short Duration Fund Direct Plan Growth Option: Monthly Changes Updates
All changes are between Oct'69 and Dec'69
AUM Change
- AUM of the fund stands at 192.7 Cr as of Mar'24
- AUM increased by 1.3 Cr between Mar'24 and Feb'24
Fund Portfolio Changes
Peer Analysis
Sundaram Short Duration Fund Direct Plan Growth Option Fund Manager
Dwijendra Srivastava
Fund Manager of Sundaram Short Duration Fund Direct Plan Growth Option, since 1 January 2022
Top funds managed
Sandeep Agarwal
Fund Manager of Sundaram Short Duration Fund Direct Plan Growth Option, since 1 January 2022
Top funds managed
Sundaram Short Duration Fund Direct Plan Growth Option Highlights
Moderate Risk
Investors understand that their principal will be at Moderate Risk
About the fund
This fund has delivered an average annual returns of 6.93% since inception which is more than its category average return of 5.61%
AUM size ₹193 Cr
This fund has AUM of ₹193 Cr which is less than its category average of ₹ 3558 Cr
Expense Ratio 0.29%
This fund has an expense ratio of 0.29% which is less than its category average expense ratio of 0.68%
Frequently Asked Questions
The current NAV of Sundaram Short Duration Fund Direct Plan Growth Option is ₹43.1 as on 18-Apr-2024.
Existing (Absolute + CAGR) as on 18-Apr-2024.
Sundaram Short Duration Fund Direct Plan Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | 0.4% | 0.4% |
6 Month Returns | 3.9% | 3.9% |
1 Year Returns | 7.19% | 7.19% |
3 Years Returns | 18.29% | 5.76% |
5 Years Returns | 26.3% | 4.78% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
0.29% as on March 2024
₹193 Cr as on March 2024
7.18% Govt Stock 2033(17.26%), 7.06% Govt Stock 2028(7.78%), Rural Electrification Corporation Limited(5.26%), 7.38% Govt Stock 2027(5.23%), Power Finance Corporation Ltd.(5.23%) as on March 2024
Corporate(38.52%), Government(32.65%), Cash Equivalent(28.83%) as on March 2024
Yield to Maturity is 7.53 as on March 2024. Yield to Maturity is the total return earned on your bond investments if you hold the bond investments till maturity & all bonds' proceeds are reinvested in it.
Modified Duration is 2.86 as on March 2024. Modified Duration tells the sensitivity of the price of a bond to a change in interest rate.
AAA | 95.96 |
AA | 4.04 |
Dwijendra Srivastava, Sandeep Agarwal are the fund managers of Sundaram Short Duration Fund Direct Plan Growth Option
The Exit load of Sundaram Short Duration Fund Direct Plan Growth Option is 0%