Sundaram Short Duration Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Sundaram Short Duration Fund Growth Fund Overview

Min. investment

SIP ₹250 & Lump. ₹5000

AUM (Fund size)

183 Cr

Lock In Period

N/A

Expense Ratio

0.8

Exit Load

Nil

Benchmark

NIFTY Short Duration Debt Index A-II

Sundaram Short Duration Fund Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.310.44192.10
6M2.922.57192.10
1Y5.055.18192.10
3Y6.9312.51219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.64%
  • Others
As on: 2026-07-15
View allocation % by

About Fund Sundaram Short Duration Fund Growth

Sundaram Short Duration Fund Growth managed by Sundaram Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹183 Crore. The fund benchmarks its performance against the NIFTY Short Duration Debt Index A-II while maintaining an expense ratio of 0.8. Under the expert guidance of Kumaresh Ramakrishnan ,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.

Fund Managers

Kumaresh Ramakrishnan

Mr. Kumaresh did his Engineering from Mumbai University and MBA from NMIMS (Mumbai). He has work experience of more than 13 years in Indian Fixed Income Markets. Prior to this, he has worked with Society General (SG) as Senior Credit Analyst and also as Senior Rating Analyst with Credit Analysis & Research Ltd.(CARE).

Peer Comparison

Fund Name1Y3Y
This FundBaroda BNP Paribas Short Duration Fund Growth4.709122.0443
This FundInvesco India Short Duration Fund Growth4.7722.2467
This FundSundaram Short Duration Fund Growth5.054422.2704
This FundHDFC Short Term Debt Fund - Growth5.481823.8471
This FundFranklin India Short Term Income Plan Growth192.0971219.539

Sundaram Short Duration Fund Growth 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 0.8. 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 : 0.31%
  • 6 Months : 2.92%
  • 1 Year : 5.05%
  • 3 Years : 6.93%
Returns of Sundaram Short Duration Fund Growth are updated daily based on NAV of ₹ 46.9408 as on Aug 03,2026. Since inception, the return has been 22.27%.

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 ₹183 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.