Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.31 | 0.44 | 192.10 |
| 6M | 2.92 | 2.57 | 192.10 |
| 1Y | 5.05 | 5.18 | 192.10 |
| 3Y | 6.93 | 12.51 | 219.54 |
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.
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).
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Baroda BNP Paribas Short Duration Fund Growth | 2 | 256 CR | 1.04 |
| Invesco India Short Duration Fund Growth | 1 | 725 CR | 1.07 |
| Sundaram Short Duration Fund Growth | 0 | 183 CR | 0.8 |
| HDFC Short Term Debt Fund - Growth | 4 | 15,120 CR | 0.71 |
| Franklin India Short Term Income Plan Growth | 0 | 36 CR | 1.53 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBaroda BNP Paribas Short Duration Fund Growth | 4.7091 | 22.0443 |
| This FundInvesco India Short Duration Fund Growth | 4.77 | 22.2467 |
| This FundSundaram Short Duration Fund Growth | 5.0544 | 22.2704 |
| This FundHDFC Short Term Debt Fund - Growth | 5.4818 | 23.8471 |
| This FundFranklin India Short Term Income Plan Growth | 192.0971 | 219.539 |