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Sep 17, 2026


Category Debt
AUM (Cr.) 178.26
Exit Load (%) 0.00
Min Inv Lumpsum 5,000
Expense Ratio 0.80
Sharpe Ratio 32.71
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 Term Fund - Regular (G) 0.03 2.68 5.01 6.84 5.94 6.85
Benchmark - Crisil Short-Term Bond Fund Index 0 0 0 0 0 0
Category Average - DEBT -0.02 2.68 4.91 6.76 5.99 6.29
Category Rank 9/12 9/12 10/12 9/12 9/12 12/12
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Mahindra Manulife Short Term Fund - Reg (IDCW) 11.5117 0.05 4.92 6.69 5.60 81.27 1.24 1,000.00 invest
Mahindra Manulife Short Term Fund - Reg (G) 13.5468 0.05 4.92 6.69 5.60 81.27 1.24 1,000.00 invest
LIC MF Short Term Fund - Regular (IDCW-M) 15.1470 0.04 2.75 5.84 0.00 124.04 1.15 5,000.00 invest
LIC MF Short Term Fund - Regular (IDCW) 15.4475 0.04 4.79 6.53 5.24 124.04 1.15 5,000.00 invest
Aditya Birla SL Short Term Fund (IDCW) 15.1406 -0.01 6.05 7.25 6.30 5,782.05 0.96 1,000.00 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-LIC Housing Fin. Aug 31, 2026 14.97 8.40 49.30
Corporate Debts-REC Ltd Aug 31, 2026 14.90 8.36 -0.78
Corporate Debts-N A B A R D Aug 31, 2026 14.79 8.30 -0.61
Corporate Debts-S I D B I Aug 31, 2026 12.88 7.23 60.76
Corporate Debts-PNB Housing Aug 31, 2026 10.03 5.63 -0.23
Corporate Debts-Power Fin.Corpn. Aug 31, 2026 10.02 5.62 -0.56
Corporate Debts-E X I M Bank Aug 31, 2026 9.99 5.61 -0.60
Govt. Securities-GSEC2030 Aug 31, 2026 9.81 5.50 0.00
Certificate of Deposits-Punjab Natl.Bank Aug 31, 2026 9.72 5.45 0.25
Certificate of Deposits-Union Bank (I) Aug 31, 2026 9.65 5.41 0.25

latest news

SCHEME DETAILS

AMC Name
Sundaram Mutual Fund
Fund Name
Sundaram Short Term Fund - Regular (G)
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