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  • Sundaram-short-duration-fund-formerly-known-as-principal-short-term-debt-fund-regular-plan-growth-14051311-2066

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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹250 & Lump. ₹5000

AUM (Fund size)

₹201 Cr

Lock In Period

N/A

Expense Ratio

0.72

Benchmark

NIFTY Short Duration Debt Index A-II

Exit Load

Nil

Summary

Latest details for Sundaram Short Duration Fund Growth include a ₹45.8677 NAV as of Mar 12,2026 and returns since inception of 23.69%. Minimum investments start at SIP ₹250. The Sundaram Short Duration Fund Growth AUM is ₹201 Cr, with a lock-in of N/A years, expense ratio of 0.72%, and benchmark NIFTY Short Duration Debt Index A-II. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.48% returns, against a category average of -1.27% and a category best of 192.10%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.48-1.27192.10
6M2.511.99192.10
1Y6.875.31192.10
3Y7.3412.30219.54

Portfolio Analysis

  • Equity:
  • Debt: 94.10%
  • Others
As on: 2026-02-15
View allocation % by

1. TREPS10.43%
2. Power Finance Corporation Ltd - 7.77% - 15/04/20285.10%
3. National Bank for Agriculture & Rural Development - 7.62% - 10/05/20295.09%
4. Export Import Bank of India - 7.35% - 27/07/20285.07%
5. PNB Housing Finance Ltd - 8.15% - 29/07/20275.07%
6. Punjab National Bank - 05/02/20274.71%
7. 7.32% Government Securities-13/11/20302.61%
8. 7.04% Central Government Securities 03/06/20292.58%
9. 7.18% Government Securities - 24/07/20372.58%
10. Cholamandalam Investment and Finance Company Ltd - 8.54% - 12/04/20292.56%
11. LIC Housing Finance Ltd - 7.95% - 29/01/20282.55%
12. Muthoot Finance Ltd - 8.65% - 31/01/20282.55%
13. National Bank for Agriculture & Rural Development - 7.48% - 15/09/20282.54%
14. REC LTD - 7.56% - 31/08/20272.53%
15. National Housing Bank - 7.59% - 14/07/20272.53%
16. Can Fin Homes Ltd - 8.09% - 04/01/20272.53%
17. Hinduja Leyland Finance Ltd - 8.4% - 06/05/20272.52%
18. Shriram Finance Ltd - 9.2% - 22/05/20262.52%
19. 360 One Prime Ltd - 8.95% - 04/06/20272.52%
20. 6.79% Central Government Securities 07/10/20342.52%
21. REC LTD - 7.56% - 30/06/20262.51%
22. REC LTD - 7.51% - 31/07/20262.51%
23. Small Industries Development Bank of India - 7.43% - 31/08/20262.51%
24. 6.36% Central Government Securities 16/02/20312.51%
25. LIC Housing Finance Ltd - 6.17% - 03/09/20262.49%
26. Corporate Debt Market Development Fund - Class A20.32%

1. 7.00% Tamil Nadu State Government Securities - 12/03/20297.62%
2. 7.44% Tamil Nadu State Government Securities -20/03/20342.52%

About Fund

Sundaram Short Duration Fund Growth managed by Sundaram Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹201 Crore. The fund benchmarks its performance against the NIFTY Short Duration Debt Index A-II while maintaining an expense ratio of 0.72. Under the expert guidance of Dwijendra Srivastava ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundBank of India Short Term Income Fund Growth3279.29 CR1.07
This FundBaroda BNP Paribas Short Duration Fund Growth2297.06 CR1.08
This FundSundaram Short Duration Fund Growth0200.63 CR0.72
This FundHDFC Short Term Debt Fund - Growth417271.28 CR0.7
This FundFranklin India Short Term Income Plan Growth036.54 CR1.53
Fund Name1Y3Y
This FundBank of India Short Term Income Fund Growth6.493423.5549
This FundBaroda BNP Paribas Short Duration Fund Growth6.877823.6846
This FundSundaram Short Duration Fund Growth6.865623.6881
This FundHDFC Short Term Debt Fund - Growth7.429125.051
This FundFranklin India Short Term Income Plan Growth192.0971219.539

FAQs

Sundaram Short Duration Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Short Duration Fund Growth is 0.72. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Short Duration Fund Growth’s fund performance is as follows:
  • 1 Month : 0.48%
  • 6 Months : 2.51%
  • 1 Year : 6.87%
  • 3 Years : 7.34%
Returns of Sundaram Short Duration Fund Growth are updated daily based on NAV of ₹ 45.8677 as on Mar 12,2026. Since inception, the return has been 23.69%.

You can invest in Sundaram Short Duration Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Short Duration Fund Growth is ₹201 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Short Duration Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500