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Sundaram Short Duration Fund Growth Return

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  • 1Y
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Showing Funds Performance since Sep 07, 2020

Sundaram Short Duration Fund Growth Fund Overview

Min. investment

SIP ₹250 & Lump. ₹5000

AUM (Fund size)

₹188 Cr

Lock In Period

N/A

Expense Ratio

0.8

Exit Load

Nil

Benchmark

NIFTY Short Duration Debt Index A-II

Summary

Sundaram Short Duration Fund Growth NAV is ₹46.1290 as of 3 Jun, 2026. Sundaram Short Duration Fund Growth has delivered 21.20% returns since its launch. The minimum SIP investment amount in Sundaram Short Duration Fund Growth is ₹250. The AUM of Sundaram Short Duration Fund Growth is ₹188 Cr. The expense ratio of the fund is 0.8%, and its benchmark is NIFTY Short Duration Debt Index A-II. The current exit load of the fund is Nil. In the last 1M months, Sundaram Short Duration Fund Growth has delivered 0.12% returns.

Sundaram Short Duration Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.120.23192.10
6M1.501.68192.10
1Y3.994.99192.10
3Y6.6214.37219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.66%
  • Others
As on: 2026-05-15
View allocation % by

1. Union Bank of India - 16/03/20277.52%
2. TREPS7.47%
3. Small Industries Development Bank of India - 7.22% - 10/04/20295.76%
4. Power Finance Corporation Ltd - 7.77% - 15/04/20285.34%
5. PNB Housing Finance Ltd - 8.15% - 29/07/20275.33%
6. Export Import Bank of India - 7.35% - 27/07/20285.31%
7. National Bank for Agriculture & Rural Development - 7.62% - 10/05/20295.30%
8. Punjab National Bank - 05/02/20275.05%
9. 7.32% Government Securities-13/11/20302.72%
10. 7.04% Central Government Securities 03/06/20292.70%
11. Muthoot Finance Ltd - 8.65% - 31/01/20282.67%
12. LIC Housing Finance Ltd - 7.95% - 29/01/20282.67%
13. Cholamandalam Investment and Finance Company Ltd - 8.54% - 12/04/20292.67%
14. 360 One Prime Ltd - 8.95% - 04/06/20272.66%
15. REC LTD - 7.51% - 31/07/20262.66%
16. Hinduja Leyland Finance Ltd - 8.4% - 06/05/20272.66%
17. REC LTD - 7.56% - 31/08/20272.66%
18. Small Industries Development Bank of India - 7.43% - 31/08/20262.66%
19. Can Fin Homes Ltd - 8.09% - 04/01/20272.66%
20. National Housing Bank - 7.59% - 14/07/20272.66%
21. LIC Housing Finance Ltd - 6.17% - 03/09/20262.65%
22. National Bank for Agriculture & Rural Development - 7.48% - 15/09/20282.65%
23. 6.36% Central Government Securities 16/02/20312.61%
24. Canara Bank - 15/09/20262.60%
25. Cash and Other Net Current Assets2.07%

1. 7.00% Tamil Nadu State Government Securities - 12/03/20297.95%

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 ₹188 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 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.

Fund Managers

Dwijendra Srivastava

Mr. Dwijendra holds Chartered Financial Analyst from CFA Institute, USA. He is also a Textile Engineer with Post Graduate Diploma in Finance. He was associated with Deutsche Asset Management (India) Ltd., as Vice President and Fund Manager since 2007, spearheading debt schemes. He was also involved in new product development. Before that he was with JM and Tata Asset Management Company Private Ltd., as fund manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Baroda BNP Paribas Short Duration Fund Growth2259.67 CR1.04
HSBC Short Duration Fund - Growth43885.11 CR0.75
Sundaram Short Duration Fund Growth0187.85 CR0.8
IDBI Short Term Bond Fund Growth025.49 CR0.75
Franklin India Short Term Income Plan Growth036.54 CR1.53
Fund Name1Y3Y
This FundBaroda BNP Paribas Short Duration Fund Growth3.533520.8646
This FundHSBC Short Duration Fund - Growth3.79120.9914
This FundSundaram Short Duration Fund Growth3.9921.202
This FundIDBI Short Term Bond Fund Growth6.206223.353
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 : 0.12%
  • 6 Months : 1.50%
  • 1 Year : 3.99%
  • 3 Years : 6.62%
Returns of Sundaram Short Duration Fund Growth are updated daily based on NAV of ₹ 46.1290 as on Jun 01,2026. Since inception, the return has been 21.20%.

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 ₹188 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.