Sundaram Short Duration Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan
Get the latest NAV of Sundaram Short Duration Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹13.14
NAV as on 20 Mar 2026
5.28%/per year
Since Inception
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Sundaram Short Duration Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan Performance vs. Short Duration Index
Fund returns vs Benchmark returns vs Category Average returns as on (20-Mar-26)
The fund has consistently outperformed the benchmark (Short Duration Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Sundaram Short Duration Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Short Duration Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Sundaram Short Duration Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Corporate & Government
Financial Services
85%
Corporate
51%
Government
33%
Financial Services
85%
Corporate
48%
Government
36%
Sundaram Short Duration Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.31% |
Benchmark | Nifty Short Duration Debt TR INR |
| AUM | ₹201 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹5,000/₹250 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 102.97% |
| Risk |   Low to Moderate Risk |
About Sundaram Short Duration Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan
Sundaram Short Duration Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan 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 Monthly Reinvestment of Income Dis cum Cap Wdrl Plan has ₹201 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.3.
Returns
Sundaram Short Duration Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan has given a CAGR return of 5.28% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.94%, 7.68% and 6.30% respectively.
Holdings
Sundaram Short Duration Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan has allocated its funds majorly in Financial Services, Corporate, Government, Cash Equivalent, Industrial, Energy, Consumer Cyclical. Its top holdings are 7.0% Tamilnadu Sgs 2029, Small Industries Development Bank Of India, Power Finance Corporation Limited, National Bank For Agriculture And Rural Development, Pnb Housing Finance Limited
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 Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan
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 Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan has no lock in period.
Fund Manager
Dwijendra Srivastava
Fund Manager of Sundaram Short Duration Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan, since 1 January 2022
Sandeep Agarwal
Fund Manager of Sundaram Short Duration Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan, since 1 January 2022
- AUM of the fund stands at 200.6 Cr as of Feb'26
- AUM increased by 2.9 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Sundaram Short Duration Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan
How do I invest in Sundaram Short Duration Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan?
- Download the INDmoney app.
- Search for ‘Sundaram Short Duration Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.