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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)

₹188 Cr

Lock In Period

N/A

Expense Ratio

0.68

Benchmark

NIFTY Short Duration Debt Index A-II

Exit Load

Nil

Summary

Latest details for Sundaram Short Duration Fund Growth include a ₹46.1208 NAV as of May 12,2026 and returns since inception of 21.72%. Minimum investments start at SIP ₹250. The Sundaram Short Duration Fund Growth AUM is ₹188 Cr, with a lock-in of N/A years, expense ratio of 0.68%, and benchmark NIFTY Short Duration Debt Index A-II. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.25% returns, against a category average of -0.01% and a category best of 192.10%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.25-0.01192.10
6M1.761.58192.10
1Y5.005.28192.10
3Y6.7714.25219.54

Portfolio Analysis

  • Equity:
  • Debt: 97.73%
  • Others
As on: 2026-04-15
View allocation % by

1. Union Bank of India - 16/03/20277.37%
2. TREPS5.95%
3. Small Industries Development Bank of India - 7.22% - 10/04/20295.71%
4. Power Finance Corporation Ltd - 7.77% - 15/04/20285.27%
5. PNB Housing Finance Ltd - 8.15% - 29/07/20275.26%
6. National Bank for Agriculture & Rural Development - 7.62% - 10/05/20295.25%
7. Export Import Bank of India - 7.35% - 27/07/20285.25%
8. Punjab National Bank - 05/02/20274.95%
9. 7.32% Government Securities-13/11/20302.69%
10. 7.04% Central Government Securities 03/06/20292.66%
11. Cholamandalam Investment and Finance Company Ltd - 8.54% - 12/04/20292.65%
12. LIC Housing Finance Ltd - 7.95% - 29/01/20282.63%
13. Muthoot Finance Ltd - 8.65% - 31/01/20282.63%
14. Can Fin Homes Ltd - 8.09% - 04/01/20272.63%
15. Hinduja Leyland Finance Ltd - 8.4% - 06/05/20272.62%
16. REC LTD - 7.56% - 31/08/20272.62%
17. National Housing Bank - 7.59% - 14/07/20272.62%
18. 360 One Prime Ltd - 8.95% - 04/06/20272.62%
19. National Bank for Agriculture & Rural Development - 7.48% - 15/09/20282.62%
20. Small Industries Development Bank of India - 7.43% - 31/08/20262.62%
21. REC LTD - 7.51% - 31/07/20262.61%
22. LIC Housing Finance Ltd - 6.17% - 03/09/20262.60%
23. 6.36% Central Government Securities 16/02/20312.59%
24. Canara Bank - 15/09/20262.54%
25. Corporate Debt Market Development Fund - Class A20.33%

1. 7.00% Tamil Nadu State Government Securities - 12/03/20297.84%
2. 7.44% Tamil Nadu State Government Securities -20/03/20342.60%

About Fund

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 0.68. 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
This FundBaroda BNP Paribas Short Duration Fund Growth2259.65 CR1.08
This FundHSBC Short Duration Fund - Growth43826.5 CR0.75
This FundSundaram Short Duration Fund Growth0187.9 CR0.68
This FundIDBI Short Term Bond Fund Growth025.49 CR0.75
This FundFranklin India Short Term Income Plan Growth036.54 CR1.53
Fund Name1Y3Y
This FundBaroda BNP Paribas Short Duration Fund Growth4.790721.4424
This FundHSBC Short Duration Fund - Growth5.045421.5201
This FundSundaram Short Duration Fund Growth5.002121.719
This FundIDBI Short Term Bond Fund Growth6.206223.353
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 0.68. 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 : 0.25%
  • 6 Months : 1.76%
  • 1 Year : 5.00%
  • 3 Years : 6.77%
Returns of Sundaram Short Duration Fund Growth are updated daily based on NAV of ₹ 46.1208 as on May 12,2026. Since inception, the return has been 21.72%.

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.
Min Inv Amount: ₹500