Sundaram Short Duration Fund Direct Growth
NAV as on 29-04-2025
₹ 47.49
Inception Returns
7.2%
/yr
Historical NAV & Returns
About Sundaram Short Duration Fund Direct Growth
Sundaram Short Duration Fund Direct Growth 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 Growth has ₹202 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.
Returns
Sundaram Short Duration Fund Direct Growth has given a CAGR return of 7.17% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 9.94%, 7.56% and 6.99% respectively.
Holdings
Sundaram Short Duration Fund Direct Growth has allocated its funds majorly in Financial Services, Corporate, Government, Cash Equivalent, Industrial, Energy, Consumer Cyclical. Its top holdings are 7.1% Govt Stock 2034, 7.37% Govt Stock 2028, Bharti Telecom Limited, Power Finance Corporation Ltd., National Bank For Agriculture And Rural Development
Taxation
As it is a short duration mutual fund the taxation is as follows:If the fund is debt oriented i.e. asset allocation of more than 65% in debt instruments:Invested before 1 April 2023 and held for less than 24 months, STCG will be taxed at your income slab rate.Invested before 1 April 2023 and held for more than 24 months, LTCG will be taxed at 12.5%.Invested after 1 April 2023, capital gains will be taxed at your income slab rate.Dividends will always be taxed at slab rate.
Investment objective of Sundaram Short Duration Fund Direct Growth
To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 250.00. Sundaram Short Duration Fund Direct Growth has no lock in period.
Sundaram Short Duration Fund Direct Growth Overview
| Expense ratio | 0.31% |
Benchmark | Nifty Short Duration Debt TR INR |
| AUM | ₹202 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹5000/₹250 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 104.27% |
| STCG | Selling mutual fund within 36 months, gains taxed at slab rates. |
| LTCG | Holding over 3 years, gains taxed at slab rates without indexation. |
| Risk |   Moderate Risk |
Trailing Returns
as on (29-Apr-25)
Fund Distribution
as on (31-Dec-69)
- AUM of the fund stands at 201.9 Cr as of Mar'25
- AUM decreased by 11.2 Cr between Mar'25 and Feb'25
Top 3 Sectors in March were Financial Services, Corporate & Government
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 7.1% Govt Stock 2034 | 12.46% | 0% | |
7.37% Govt Stock 2028 | 7.44% | 0% | |
Bharti Telecom Limited | 5.28% | -36.4% | |
Power Finance Corporation Ltd. | 4.87% | 0% | |
National Bank For Agriculture And Rural Development | 4.87% | 0% |
Funds | 1Y Returns | 3Y Returns | 5Y Returns | Since Inception |
|---|---|---|---|---|
Sundaram Short Duration Fund Direct Growth | 9.94% | 7.56% | 6.99% | 7.17% |
 Bank of India Short Term Income Fund Direct Plan Growth | 11.04% | 9.93% | 8.71% | 6.99% |
 Kotak Bond Short Term Plan Direct Growth | 10.04% | 7.65% | 6.99% | 8.16% |
 Mahindra Manulife Short Duration Fund Direct Growth | 9.95% | 7.67% | - | 6.8% |
Mutual Fund Insights
Sundaram Short Duration Fund Direct Growth Highlights
Moderate Risk
About the fund
AUM size ₹202 Cr
Expense Ratio 0.31%
More funds from Sundaram
5Y CAGR
▲ 6.00
5Y CAGR
▲ 5.80
Frequently Asked Questions for Sundaram Short Duration Fund Direct Growth
Sundaram Short Duration Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 1.34% | 1.34% |
6 Month Returns | 4.93% | 4.93% |
1 Year Returns | 9.94% | 9.94% |
3 Years Returns | 24.45% | 7.56% |
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- 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.
AAA | 79.22 |
AA | 20.78 |