Sundaram Short Term Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan
Get the latest NAV of Sundaram Short Term 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.
₹13.19
▲0.1%1D
NAV as on 16 Sep 2026
5.31%/per year
Since Inception
▲▼
Sundaram Short Term 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 (16-Sep-26)
The fund has consistently outperformed the benchmark (Short Duration Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Sundaram Short Term 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 Term Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan Asset Allocation
See fund asset allocation details as on (14-Sep-26)
Fund Distribution
as on (14-Sep-26)
Sundaram Short Term Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan Sector Allocation
See fund sector allocation details as on (14-Sep-26)
Sector Allocation
Top 3 Sectors in August were Financial Services, Corporate & Government
Financial Services
85%
Corporate
57%
Government
34%
Financial Services
85%
Corporate
49%
Government
39%
Sundaram Short Term 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 | 0.24% |
Benchmark | Nifty Short Duration Debt TR INR |
| AUM | ₹178 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹5,000/₹250 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 62.42% |
| Risk |   Low to Moderate Risk |
About Sundaram Short Term Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan
Sundaram Short Term 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 Sandeep Agarwal, Ronak Shah, Kumaresh Ramakrishnan. This fund is suitable to keep your money safe.
Key Parameters
- Sundaram Short Term Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan has ₹178 Cr worth of assets under management (AUM) as on Sep 2026 and is more than category average.
- The fund has an expense ratio 0.2.
Returns
Sundaram Short Term Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan has given a CAGR return of 5.31% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 5.52%, 7.13% and 6.22% respectively.
Holdings
Sundaram Short Term 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 Pnb Housing Finance Limited, Power Finance Corporation Limited, Export Import Bank Of India, Rec Limited, 6.45% Gujarat Sdl 2030
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 Term 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 Term Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan has no lock in period.
Fund Manager
Sandeep Agarwal
Fund Manager of Sundaram Short Term Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan, since 1 January 2022
Ronak Shah
Fund Manager of Sundaram Short Term Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan, since 13 August 2026
Kumaresh Ramakrishnan
Fund Manager of Sundaram Short Term Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan, since 9 June 2026
- AUM of the fund stands at 180.8 Cr as of Aug'26
- AUM has remained same between Aug'26 and Jul'26
Frequently Asked Questions for Sundaram Short Term Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan
How do I invest in Sundaram Short Term Fund Direct Plan Monthly Reinvestment of Income Dis cum Cap Wdrl Plan?
- Download the INDmoney app.
- Search for ‘Sundaram Short Term 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.