A Oneindia Venture
Get Updates
Get notified about market trends, financial advice, and investment tips!
Click it and Unblock the Notifications
Sundaram Short Duration Fund
3 Year Absolute Returns
24.07% ↑
NAV (₹) on 27 Jun 2025
16.03
1 Day NAV Change
-0.01%
Risk Level
Moderate Risk
Rating
-
Sundaram Short Duration Fund is a Debt mutual fund categorized under STI, offered by Sundaram Asset Management Company Ltd.. Launched on 09 May 2003, investors can start with a minimum SIP of ₹100 or ... Read more
NAV History
Fund Details
Min. SIP Amount
₹100
Inception Date
09 May 2003
Min. Lumpsum Amount
₹ 5,000
Fund Age
22 Yrs
AUM
₹ 199.18 Cr.
Benchmark
NIFTY Short Duration Debt Index A-II
Expense Ratio
0.72%
Scheme Type
Open Ended
Exit Load
Nil%
Returns Calculator
Investment amount per month
₹1,000
Over the past
Would have become
On total investment of
*Calculation based on past performance of this fund.
Asset Allocation
AUM
₹ 199.18 Cr
Equity
0.32%
Debt
168.64%
Money Market & Cash
20.15%
Other Assets & Liabilities
10.89%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Debt | 55.70% |
| Government Securities | 12.80% |
| Treps/Reverse Repo | 10.43% |
| Finance & Investments | 10.14% |
| Others | 5.90% |
| Certificate of Deposits | 4.71% |
| Mutual Fund Units | 0.32% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| 7.10% Central Government Securities 08/04/2034 | 11.95% | ₹ 25.91 | Others |
| TREPS | 7.20% | ₹ 15.62 | Others |
| 7.37% Government Securities-23/10/2028 | 7.19% | ₹ 15.60 | Others |
| Bharti Telecom Ltd - 8.9% - 04/12/2025 | 5.10% | ₹ 11.05 | Others |
| National Bank for Agriculture & Rural Development - 7.62% - 10/05/2029 | 4.72% | ₹ 10.24 | Others |
| Power Finance Corporation Ltd - 7.77% - 15/04/2028 | 4.72% | ₹ 10.23 | Others |
| Export Import Bank of India - 7.35% - 27/07/2028 | 4.70% | ₹ 10.19 | Others |
| PNB Housing Finance Ltd - 8.15% - 29/07/2027 | 4.68% | ₹ 10.16 | Others |
| 7.38% Central Government Securities 20/06/2027 | 3.32% | ₹ 7.19 | Others |
| Cash and Other Net Current Assets | 2.52% | ₹ 5.47 | Others |
| 7.32% Government Securities-13/11/2030 | 2.41% | ₹ 5.24 | Others |
| 7.18% Government Securities - 24/07/2037 | 2.39% | ₹ 5.17 | Others |
| 7.04% Central Government Securities 03/06/2029 | 2.38% | ₹ 5.15 | Others |
| 7.44% Tamil Nadu State Government Securities -20/03/2034 | 2.38% | ₹ 5.17 | Finance & Investments |
| Cholamandalam Investment and Finance Company Ltd - 8.54% - 12/04/2029 | 2.37% | ₹ 5.14 | Others |
| LIC Housing Finance Ltd - 7.95% - 29/01/2028 | 2.36% | ₹ 5.11 | Others |
| National Housing Bank - 7.59% - 14/07/2027 | 2.35% | ₹ 5.09 | Others |
| Muthoot Finance Ltd - 8.65% - 31/01/2028 | 2.34% | ₹ 5.07 | Others |
| National Bank for Agriculture & Rural Development - 7.8% - 15/03/2027 | 2.34% | ₹ 5.08 | Others |
| REC LTD - 7.51% - 31/07/2026 | 2.33% | ₹ 5.04 | Others |
| Small Industries Development Bank of India - 7.43% - 31/08/2026 | 2.33% | ₹ 5.04 | Others |
| Shriram Finance Ltd - 9.2% - 22/05/2026 | 2.33% | ₹ 5.05 | Others |
| Power Finance Corporation Ltd - 8.03% - 02/05/2026 | 2.33% | ₹ 5.05 | Others |
| Can Fin Homes Ltd - 8.09% - 04/01/2027 | 2.33% | ₹ 5.05 | Others |
| REC LTD - 7.56% - 30/06/2026 | 2.32% | ₹ 5.04 | Others |
| Hinduja Leyland Finance Ltd - 8.4% - 06/05/2027 | 2.32% | ₹ 5.03 | Others |
| Power Finance Corporation Ltd - 7.13% - 15/07/2026 | 2.32% | ₹ 5.03 | Others |
| LIC Housing Finance Ltd - 6.17% - 03/09/2026 | 2.29% | ₹ 4.97 | Others |
| Can Fin Homes Ltd - 8.45% - 27/05/2026 | 1.40% | ₹ 3.03 | Others |
| Corporate Debt Market Development Fund - Class A2 | 0.28% | ₹ 0.61 | Others |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | 6.24% | 9.03% | 7.87% | 7.45% |
| Category returns | 3.66% | 6.75% | 13.79% | 21.59% |
Fund Objective
To generate regular income and capital appreciation / accretion through investment in debt instruments and related securities besides preservation of capital.
AMC Details
Name
Sundaram Asset Management Company Ltd.
Date of Incorporation
24 Aug 1996
CEO
Mr. Anand Radhakrishnan
CIO
Mr. Dwijendra Srivastava
Type
Pvt.Sector-Indian
Address
Sundaram Towers,
2nd Floor, 46 Whites Road,
Royapettah, Chennai (Madras), Tamil Nadu, India - 600014
Website
http://www.sundarammutual.com
Email
Top Funds from Debt - Short Duration
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Groww Short Duration Fund
STP
Regular
|
₹1,019.12 | 0.25% | 0.26% | 0.94% | ₹96 | 1.00% |
Moderate
|
|
Groww Short Duration Fund
STP
Regular
|
₹1,019.12 | 0.25% | 0.26% | 0.94% | ₹96 | 1.00% |
Moderate
|
|
ICICI Prudential Short Term Fund - Direct Plan
STP
Direct
|
₹68.58 | 8.18% | 27.04% | 41.87% | ₹22,748 | 0.45% |
Moderate
|
|
Nippon India Short Duration Fund - Direct Plan
STP
Direct
|
₹24.34 | 8.18% | 26.91% | 40.21% | ₹8,549 | 0.37% |
Moderate
|
|
Nippon India Short Duration Fund - Direct Plan
STP
Direct
|
₹24.34 | 8.18% | 26.91% | 40.21% | ₹8,549 | 0.37% |
Moderate
|
|
Nippon India Short Duration Fund - Direct Plan
STP
Direct
|
₹59.89 | 8.18% | 26.91% | 40.21% | ₹8,549 | 0.37% |
Moderate
|
|
Axis Short Duration Fund - Direct Plan
STP
Direct
|
₹35.21 | 8.20% | 26.68% | 39.23% | ₹11,652 | 0.38% |
Moderate
|
|
Axis Short Duration Fund - Direct Plan
STP
Direct
|
₹21.54 | 8.20% | 26.67% | 39.21% | ₹11,652 | 0.38% |
Moderate
|
|
Axis Short Duration Fund - Direct Plan
STP
Direct
|
₹21.54 | 8.20% | 26.67% | 39.21% | ₹11,652 | 0.38% |
Moderate
|
|
Aditya Birla Sun Life Short Term Fund - Direct Plan
STP
Direct
|
₹53.71 | 7.95% | 26.57% | 40.60% | ₹9,455 | 0.36% |
Moderate
|
Top Funds from Sundaram Asset Management Company Ltd.
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Sundaram NIFTY 100 Equal Weight Fund
Index
Regular
|
₹76.44 | 4.93% | 33.03% | 41.50% | ₹131 | 1.08% |
Very High
|
|
Sundaram NIFTY 100 Equal Weight Fund
Index
Regular
|
₹76.44 | 4.93% | 33.03% | 41.50% | ₹131 | 1.08% |
Very High
|
|
Sundaram NIFTY 100 Equal Weight Fund
Index
Regular
|
₹76.44 | 4.93% | 33.03% | 41.50% | ₹131 | 1.08% |
Very High
|
|
Sundaram Balanced Advantage Fund
Hybrid
Regular
|
₹34.65 | 6.70% | 32.74% | 49.94% | ₹1,705 | 2.06% |
Moderately High
|
|
Sundaram Small Cap Fund
MidsmallCap
Regular
|
₹30.97 | 3.93% | 30.69% | 46.40% | ₹3,285 | 1.94% |
Very High
|
|
Sundaram Small Cap Fund
MidsmallCap
Regular
|
₹30.97 | 3.93% | 30.69% | 46.40% | ₹3,285 | 1.94% |
Very High
|
|
Sundaram Financial Services Opportunities Fund
Sector
Regular
|
₹30.42 | 7.66% | 30.10% | 33.19% | ₹1,676 | 2.08% |
Very High
|
|
Sundaram Financial Services Opportunities Fund
Sector
Regular
|
₹30.42 | 7.66% | 30.10% | 33.19% | ₹1,676 | 2.08% |
Very High
|
|
Sundaram Flexicap Fund
Diversified
Regular
|
₹12.79 | 2.82% | 30.01% | 0.00% | ₹2,051 | 2.04% |
Very High
|
|
Sundaram Flexicap Fund
Diversified
Regular
|
₹12.79 | 2.82% | 30.01% | 0.00% | ₹2,051 | 2.04% |
Very High
|
FAQs
What is the current NAV of Sundaram Short Duration Fund Regular Principal Units?
The current Net Asset Value (NAV) of Sundaram Short Duration Fund Regular Principal Units is ₹16.03 as of 27 Jun 2025. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.
What is the fund size (AUM) of Sundaram Short Duration Fund Regular Principal Units?
The Assets Under Management (AUM) of Sundaram Short Duration Fund Regular Principal Units is ₹199.18 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.
What are the historical returns of Sundaram Short Duration Fund Regular Principal Units?
Sundaram Short Duration Fund Regular Principal Units has delivered returns of 9.03% (1 Year), 7.45% (3 Year), 0.00% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.
What is the risk level of Sundaram Short Duration Fund Regular Principal Units?
Sundaram Short Duration Fund Regular Principal Units has a risk rating of 'Moderate' as per the SEBI Riskometer. This indicates the fund is suitable for investors with balanced risk appetite. Investors should align their investment choices with their personal risk tolerance and financial goals.
What is the minimum investment amount for Sundaram Short Duration Fund Regular Principal Units?
The minimum lumpsum investment required for Sundaram Short Duration Fund Regular Principal Units is ₹5,000. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹100, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.
Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article
-
NPS vs Mutual Funds: बुढ़ापे के लिए कहां लगाएं पैसा? जानिए एनपीएस और म्यूचुअल फंड में कौन बेहतर -
Budget 2026 Expectations: बदल जाएंगे म्यूचुअल फंड के ये नियम? हो सकते हैं बड़े ऐलान! AMFI ने रखी 27 मांगें -
Indian Market: अगले 10 साल में बदल जाएगा देश का इन्वेस्टमेंट मैप? म्यूचुअल फंड AUM में होगा बड़ा धमाका -
ELSS vs Index Mutual Funds: कहां मिलेगा मोटा रिटर्न! निवेशकों को कौन-सा चुनना चाहिए और क्यों? -
बच्चे का फ्यूचर प्लान कर रहे हैं? SSY, PPF या Mutual Fund...कौन देगा सबसे ज्यादा रिटर्न? -
म्यूचुअल फंड रूल्स पर SEBI की सख्ती से हिला कैपिटल मार्केट! HDFC AMC; Nuvama के शेयर धड़ाम -
Lump Sum Investment: 11 लाख रुपये के निवेश से बनेगा 9 करोड़ का फंड! -
Jio Blackrock NFO को निवेशकों से तगड़ा रिस्पांस! जुटाए 17800 करोड़ रुपए, 30 जून को लॉन्च किए थे 3 फंड्स -
New Rules: 1 जून से लागू होगा म्यूचुअल फंड स्कीम्स से जुड़ा ये नियम, फटाफट कर लें चेक -
JioBlackrock को SEBI से मिली हरी झंडी, म्यूचुअल फंड मार्केट में होगी एंट्री, सिड स्वामीनाथन होंगे MD & CEO
Top Mutual Fund House in India
Notifications
Settings
Clear Notifications
Notifications
Use the toggle to switch on notifications
-
Block for 8 hours
-
Block for 12 hours
-
Block for 24 hours
-
Don't block
Stay Informed.
Get news and videos anytime and anywhere.
Sign in with Google By signing in, you agree to our Terms and Privacy Policy
Gender
Select your Gender
- Male
- Female
- Others
Age
Select your Age Range
- Under 18
- 18 to 25
- 26 to 35
- 36 to 45
- 45 to 55
- 55+