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Jun 19, 2026


Category Debt
AUM (Cr.) 186.76
Exit Load (%) 0.00
Min Inv Lumpsum 5,000
Expense Ratio 0.80
Sharpe Ratio 33.27
Beta Ratio 0.00
Fund Manager Sandeep Agarwal
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

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Sundaram Short Duration Fund (IDCW-M) -70.48 -70.08 -69.2 -29.11 -17.36 1.16
Benchmark - Crisil Short-Term Bond Fund Index 0 0 0 0 0 0
Category Average - DEBT 1.34 2.4 4.84 6.81 6.05 6.85
Category Rank 6/5 8/5 9/5 7/5 6/5 5/5
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
JM Short Duration Fund - Regular (IDCW) 12.5984 0.03 4.52 6.37 0.00 79.59 1.09 1,000.00 invest
JM Short Duration Fund - Regular (G) 12.5978 0.03 4.52 6.36 0.00 79.59 1.09 1,000.00 invest
HDFC Short Term Debt Fund (IDCW-F) 10.2220 0.03 -68.29 -27.91 -16.29 14,864.06 0.71 100.00 invest
HDFC Short Term Debt Fund (G) 33.8085 0.02 5.35 7.33 6.29 14,864.06 0.71 100.00 invest
Nippon India Short Duration Fund - (IDCW-Q) 14.8612 -1.53 -72.73 -31.66 -19.44 7,246.59 0.94 100.00 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-N A B A R D May 31, 2026 14.91 7.98 -0.15
Govt. Securities-Tamil Nadu 2029 May 31, 2026 14.90 7.98 -0.28
Certificate of Deposits-Union Bank (I) May 31, 2026 14.13 7.57 0.00
Corporate Debts-S I D B I May 31, 2026 12.87 6.89 -18.66
Reverse Repo-TREPS May 31, 2026 11.71 6.27 -16.54
Corporate Debts-Power Fin.Corpn. May 31, 2026 10.00 5.35 -0.29
Corporate Debts-PNB Housing May 31, 2026 9.99 5.35 -0.16
Corporate Debts-REC Ltd May 31, 2026 9.98 5.34 -0.19
Corporate Debts-LIC Housing Fin. May 31, 2026 9.97 5.34 -0.14
Corporate Debts-E X I M Bank May 31, 2026 9.94 5.32 -0.32

latest news

SCHEME DETAILS

AMC Name
Sundaram Mutual Fund
Fund Name
Sundaram Short Duration Fund (IDCW-M)
Contact Person
Sandeep Agarwal
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