Sundaram Short Term Fund Growth Return

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

Showing Funds Performance since Sep 07, 2020

Sundaram Short Term Fund Growth Fund Overview

Min. investment

SIP ₹250 & Lump. ₹5000

AUM (Fund size)

₹182 Cr

Lock In Period

N/A

Expense Ratio

0.8

Exit Load

Nil

Benchmark

NIFTY Short Duration Debt Index A-II

Sundaram Short Term Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.320.28192.10
6M2.503.02192.10
1Y5.435.53192.10
3Y6.8915.22219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.64%
  • Others
As on: 2026-08-15
View allocation % by

1. 6.36% Central Government Securities 16/02/20318.80%
2. Power Finance Corporation Ltd - 7.77% - 15/04/20285.54%
3. PNB Housing Finance Ltd - 8.15% - 29/07/20275.53%
4. Export Import Bank of India - 7.35% - 27/07/20285.53%
5. REC LTD - 7.28% - 31/08/20295.50%
6. National Bank for Agriculture & Rural Development - 6.66% - 12/10/20285.43%
7. Punjab National Bank - 05/02/20275.33%
8. Union Bank of India - 16/03/20275.29%
9. TREPS4.55%
10. Small Industries Development Bank of India - 7.42% - 12/03/20294.41%
11. 7.32% Government Securities-13/11/20302.85%
12. 7.04% Central Government Securities 03/06/20292.81%
13. Cholamandalam Investment and Finance Company Ltd - 8.54% - 12/04/20292.78%
14. LIC Housing Finance Ltd - 7.95% - 29/01/20282.77%
15. REC LTD - 7.56% - 31/08/20272.76%
16. National Housing Bank - 7.59% - 14/07/20272.76%
17. National Bank for Agriculture & Rural Development - 7.48% - 15/09/20282.76%
18. Can Fin Homes Ltd - 8.09% - 04/01/20272.76%
19. Hinduja Leyland Finance Ltd - 8.4% - 06/05/20272.75%
20. Muthoot Finance Ltd - 8.65% - 31/01/20282.75%
21. 360 One Prime Ltd - 8.95% - 04/06/20272.75%
22. National Bank for Financing Infrastructure and Development - 7.37% - 16/07/20292.75%
23. LIC Housing Finance Ltd - 6.17% - 03/09/20262.75%
24. 6.48% Central Government Securities 06/10/20352.70%
25. Kotak Mahindra Bank Ltd - 05/03/20272.65%
26. Cash and Other Net Current Assets2.38%
No Data Found
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About Fund Sundaram Short Term Fund Growth

Sundaram Short Term Fund Growth managed by Sundaram Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹182 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
SBI Short Term Fund - Retail Plan Growth013,828 CR0.87
Edelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Fund Growth0903 CR0.46
Sundaram Short Term Fund Growth0181 CR0.8
Bandhan Short Term Fund Growth59,431 CR0.84
Franklin India Short Term Income Plan Growth036 CR1.53
Fund Name1Y3Y
This FundSBI Short Term Fund - Retail Plan Growth5.08521.9961
This FundEdelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Fund Growth4.98322.0886
This FundSundaram Short Term Fund Growth5.433922.1193
This FundBandhan Short Term Fund Growth6.13423.3551
This FundFranklin India Short Term Income Plan Growth192.0971219.539

Sundaram Short Term Fund Growth FAQs

Sundaram Short Term 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 Term Fund Growth is 0.8. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Short Term Fund Growth’s fund performance is as follows:
  • 1 Month : 0.32%
  • 6 Months : 2.50%
  • 1 Year : 5.43%
  • 3 Years : 6.89%
Returns of Sundaram Short Term Fund Growth are updated daily based on NAV of ₹ 47.0582 as on Sep 02,2026. Since inception, the return has been 22.12%.

You can invest in Sundaram Short Term 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 Term Fund Growth is ₹182 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Short Term Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.