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)

₹178 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(%)
1M0.16-1.35192.10
6M2.893.79192.10
1Y4.864.30192.10
3Y6.7813.74219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.62%
  • Others
As on: 2026-08-31
View allocation % by

1. PNB Housing Finance Ltd - 8.15% - 29/07/20275.63%
2. Power Finance Corporation Ltd - 7.77% - 15/04/20285.62%
3. Export Import Bank of India - 7.35% - 27/07/20285.61%
4. REC LTD - 7.28% - 31/08/20295.55%
5. National Bank for Agriculture & Rural Development - 6.66% - 12/10/20285.50%
6. Punjab National Bank - 05/02/20275.45%
7. Union Bank of India - 16/03/20275.41%
8. Small Industries Development Bank of India - 7.42% - 12/03/20294.46%
9. TREPS3.73%
10. 7.32% Government Securities-13/11/20302.88%
11. 7.04% Central Government Securities 03/06/20292.85%
12. Cholamandalam Investment and Finance Company Ltd - 8.54% - 12/04/20292.82%
13. LIC Housing Finance Ltd - 7.95% - 29/01/20282.81%
14. Can Fin Homes Ltd - 8.09% - 04/01/20272.81%
15. National Housing Bank - 7.59% - 14/07/20272.81%
16. REC LTD - 7.56% - 31/08/20272.81%
17. 360 One Prime Ltd - 8.95% - 04/06/20272.81%
18. Hinduja Leyland Finance Ltd - 8.4% - 06/05/20272.81%
19. LIC Housing Finance Ltd - 6.17% - 03/09/20262.80%
20. National Bank for Agriculture & Rural Development - 7.48% - 15/09/20282.80%
21. National Bank for Financing Infrastructure and Development - 7.37% - 16/07/20292.78%
22. LIC Housing Finance Ltd - 6.9% - 17/09/20272.78%
23. Small Industries Development Bank of India - 7.04% - 09/02/20292.77%
24. 6.48% Central Government Securities 06/10/20352.72%
25. Kotak Mahindra Bank Ltd - 05/03/20272.71%
26. Cash and Other Net Current Assets2.39%

1. 6.45% Gujarat State Development Loan - 06/01/20305.50%
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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 ₹178 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
UTI Short Term Fund Growth31,798 CR0.84
HSBC Short Term Fund - Growth43,844 CR0.7
Sundaram Short Term Fund Growth0178 CR0.8
IDBI Short Term Bond Fund Growth025 CR0.75
Franklin India Short Term Income Plan Growth036 CR1.53
Fund Name1Y3Y
This FundUTI Short Term Fund Growth4.633221.6227
This FundHSBC Short Term Fund - Growth4.69621.6696
This FundSundaram Short Term Fund Growth4.856721.7639
This FundIDBI Short Term Bond Fund Growth6.206223.353
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 : 0.16%
  • 6 Months : 2.89%
  • 1 Year : 4.86%
  • 3 Years : 6.78%
Returns of Sundaram Short Term Fund Growth are updated daily based on NAV of ₹ 47.0906 as on Sep 28,2026. Since inception, the return has been 21.76%.

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 ₹178 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.
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