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Apr 20, 2026


Category Debt
AUM (Cr.) 190.43
Exit Load (%) 0.00
Min Inv Lumpsum 5,000
Expense Ratio 0.72
Sharpe Ratio 31.67
Beta Ratio 0.00
Fund Manager Dwijendra Srivastava
Inception Date May 09, 2003
Risk Level Moderate

Investment Objective

To generate regular income and capital aprreciation through investments in debt instruments and related securities

Invest Now
Crisil Short-Term Bond Fund Index Activating the following links will update the content below.

Return Calculator

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Short Duration Fund (G) 0.5 2.04 5.3 6.97 5.99 6.88
Benchmark - Crisil Short-Term Bond Fund Index 0 0 0 0 0 0
Category Average - DEBT 0.5 1.87 5.23 6.86 6.02 6.85
Category Rank 10/7 10/7 10/7 10/7 6/7 7/7
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
JM Short Duration Fund - Regular (G) 12.4901 0.06 5.00 6.44 0.00 84.69 1.10 1,000.00 invest
JM Short Duration Fund - Regular (IDCW) 12.4907 0.06 5.01 6.44 0.00 84.69 1.10 1,000.00 invest
ICICI Pru Short Term Fund (IDCW-M) 12.1338 0.05 5.28 7.18 6.34 20,688.43 1.06 5,000.00 invest
ICICI Pru Short Term Fund (G) 62.9871 0.05 6.00 7.43 6.49 20,688.43 1.06 5,000.00 invest
AXIS Short Duration Fund (IDCW-W) 10.3967 -0.21 5.63 7.30 6.16 8,341.56 0.91 100.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Short Duration Fund (G) 0.5 2.04 5.3 6.97 5.99 6.88
Benchmark - Crisil Short-Term Bond Fund Index 0 0 0 0 0 0
Category Average - DEBT 0.5 1.87 5.23 6.86 6.02 6.85
Category Rank 10/7 10/7 10/7 10/7 6/7 7/7
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
JM Short Duration Fund - Regular (G) 12.4901 0.06 5.00 6.44 0.00 84.69 1.10 1,000.00 invest
JM Short Duration Fund - Regular (IDCW) 12.4907 0.06 5.01 6.44 0.00 84.69 1.10 1,000.00 invest
ICICI Pru Short Term Fund (IDCW-M) 12.1338 0.05 5.28 7.18 6.34 20,688.43 1.06 5,000.00 invest
ICICI Pru Short Term Fund (G) 62.9871 0.05 6.00 7.43 6.49 20,688.43 1.06 5,000.00 invest
AXIS Short Duration Fund (IDCW-W) 10.3967 -0.21 5.63 7.30 6.16 8,341.56 0.91 100.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Corporate Debts-S I D B I Mar 31, 2026 15.90 8.35 -0.30
Govt. Securities-Tamil Nadu 2029 Mar 31, 2026 15.05 7.90 -0.75
Corporate Debts-N A B A R D Mar 31, 2026 15.01 7.88 -0.55
Certificate of Deposits-Union Bank (I) Mar 31, 2026 14.02 7.36 0.00
Reverse Repo-TREPS Mar 31, 2026 10.31 5.41 -60.83
Corporate Debts-Power Fin.Corpn. Mar 31, 2026 10.06 5.28 -0.23
Corporate Debts-PNB Housing Mar 31, 2026 10.04 5.27 -0.26
Corporate Debts-REC Ltd Mar 31, 2026 10.00 5.25 -33.38
Corporate Debts-E X I M Bank Mar 31, 2026 9.99 5.25 -0.48
Corporate Debts-LIC Housing Fin. Mar 31, 2026 9.99 5.25 -0.14

latest news

SCHEME DETAILS

AMC Name
Sundaram Mutual Fund
Fund Name
Sundaram Short Duration Fund (G)
Contact Person
Dwijendra Srivastava
Registered Address
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Telephone No
044-2858 3362/3367
Fax No.
044-2858 3156
Email
customerservices:sundarammutual.com
Website
www.sundarammutual.com