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Sundaram Short Duration Fund Growth Return

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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)

₹189 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 ₹46.5983 as of 25 Jun, 2026. Sundaram Short Duration Fund Growth has delivered 22.19% 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 ₹189 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 1.31% returns.

Sundaram Short Duration Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.310.23192.10
6M2.602.24192.10
1Y5.025.14192.10
3Y6.9112.70219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.66%
  • Others
As on: 2026-05-31
View allocation % by

1. Union Bank of India - 16/03/20277.57%
2. TREPS6.27%
3. Power Finance Corporation Ltd - 7.77% - 15/04/20285.35%
4. PNB Housing Finance Ltd - 8.15% - 29/07/20275.35%
5. National Bank for Agriculture & Rural Development - 7.62% - 10/05/20295.32%
6. Export Import Bank of India - 7.35% - 27/07/20285.32%
7. Punjab National Bank - 05/02/20275.08%
8. Small Industries Development Bank of India - 7.22% - 10/04/20294.22%
9. 7.32% Government Securities-13/11/20302.74%
10. 7.04% Central Government Securities 03/06/20292.71%
11. Cholamandalam Investment and Finance Company Ltd - 8.54% - 12/04/20292.69%
12. Muthoot Finance Ltd - 8.65% - 31/01/20282.68%
13. LIC Housing Finance Ltd - 7.95% - 29/01/20282.68%
14. Can Fin Homes Ltd - 8.09% - 04/01/20272.67%
15. Hinduja Leyland Finance Ltd - 8.4% - 06/05/20272.67%
16. 360 One Prime Ltd - 8.95% - 04/06/20272.67%
17. REC LTD - 7.51% - 31/07/20262.67%
18. REC LTD - 7.56% - 31/08/20272.67%
19. National Housing Bank - 7.59% - 14/07/20272.67%
20. Small Industries Development Bank of India - 7.43% - 31/08/20262.67%
21. National Bank for Agriculture & Rural Development - 7.48% - 15/09/20282.66%
22. LIC Housing Finance Ltd - 6.17% - 03/09/20262.66%
23. 6.36% Central Government Securities 16/02/20312.63%
24. Canara Bank - 15/09/20262.62%
25. 6.48% Central Government Securities 06/10/20352.58%
26. Cash and Other Net Current Assets1.86%

1. 7.00% Tamil Nadu State Government Securities - 12/03/20297.98%

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 ₹189 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 NameRatingsAUMExpense Ratio
Baroda BNP Paribas Short Duration Fund Growth2260.14 CR1.04
Invesco India Short Duration Fund Growth1722.34 CR0.99
Sundaram Short Duration Fund Growth0188.89 CR0.8
ICICI Prudential Short Term Fund Growth419456.8 CR1.04
Franklin India Short Term Income Plan Growth036.54 CR1.53
Fund Name1Y3Y
This FundBaroda BNP Paribas Short Duration Fund Growth4.694421.8688
This FundInvesco India Short Duration Fund Growth4.754121.8775
This FundSundaram Short Duration Fund Growth5.016822.1924
This FundICICI Prudential Short Term Fund Growth5.707523.7237
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 : 1.31%
  • 6 Months : 2.60%
  • 1 Year : 5.02%
  • 3 Years : 6.91%
Returns of Sundaram Short Duration Fund Growth are updated daily based on NAV of ₹ 46.5983 as on Jun 23,2026. Since inception, the return has been 22.19%.

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 ₹189 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.