- Home
- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Short Duration Fund Direct-growth
Fund Overview of Sundaram Short Duration Fund Direct-growth
-
₹215.5 CrAUM
-
₹49.20NAV
-
0.30%Expense Ratio
-
DebtFund Category
As on Wed Nov 19, 2025
Returns of Sundaram Short Duration Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 1.32% | NA | 1.00% |
| 6 Months | 3.67% | NA | 4.64% |
| 1 Year | 8.26% | 8.26% | 8.71% |
| 2 Years | 18.04% | 8.65% | 8.38% |
| 3 Years | 26.52% | 8.16% | 7.90% |
| 5 Years | 45.72% | 7.82% | 6.75% |
| 7 Years | 57.43% | 6.70% | NA |
| 10 Years | 96.04% | 6.96% | 7.45% |
View More
As on Wed Nov 19, 2025
Asset Allocation
debt instruments
94.69%other assets or cash equivalents
5.31%Detailed Portfolio Analysis
As on Wed Nov 19, 2025
Invest Now
Sundaram Short Duration Fund Direct-growth is one Debt mutual fund offered by Sundaram Mutual Fund. Launched on 01 Jan 2013, the fund aims Income over a medium term investment horizon. Investment in Debt & Money Market Instruments It manages assets worth ₹215.5 crore as on Thu Jul 31, 2025. The expense ratio stands at 0.3%. Fund Manager Manager Education Fund Manager Manager Education
About FundAbout Sundaram Short Duration Fund Direct-growth
The portfolio allocation consists of 94.69% in debt instruments, 5.31% in other assets or cash equivalents. Managed by Sandeep Agarwal, it has delivered a return of 8.26% in the last year, a total return since inception of 7.57%.
Dwijendra Srivastava
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Sandeep Agarwal
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Key Metrics of Sundaram Short Duration Fund Direct-growth
-
Standard Deviation1.04%
-
Sharpe Ratio1.22%
-
Alpha5.96%
-
Beta2.53%
Fund Details
|
|
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
UTI Short Duration Direct-flexi Idcw  |
₹3,296 | 0.49% | 1.75% | 8.30% | 8.08% | 7.50% |
| ICICI Prudential Short Term Fund Direct Plan-growth |
₹22,070 | 0.67% | 1.99% | 8.87% | 8.42% | 7.10% |
| UTI Short Duration Regular Plan-flexi Idcw |
₹3,296 | 0.45% | 1.64% | 7.83% | 7.52% | 6.90% |
| Aditya Birla Sun Life Short Term Direct Fund Direct-growth |
₹10,524 | 0.67% | 2.09% | 8.96% | 8.31% | 6.88% |
| ICICI Prudential Short Term Fund-growth |
₹22,070 | 0.61% | 1.84% | 8.24% | 7.76% | 6.38% |
| Aditya Birla Sun Life Short Term Fund Regular-growth |
₹10,524 | 0.61% | 1.93% | 8.30% | 7.61% | 6.17% |
| Invesco India Short Duration Fund Direct-discretionary Idcw |
₹994 | 0.56% | 1.86% | 8.72% | 7.95% | 6.10% |
| Canara Robeco Short Duration Fund Direct-growth |
₹496 | 0.48% | 1.73% | 8.03% | 7.52% | 5.85% |
| Invesco India Short Duration Fund-discretionary Idcw |
₹994 | 0.50% | 1.68% | 8.02% | 7.31% | 5.36% |
| Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-growth |
₹17 | 0.09% | 1.13% | 5.22% | 5.44% | 3.82% |
View More
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Sundaram Short Duration Fund-growth
|
₹215 | 0.45% | 1.69% | 2.62% | 7.70% | 7.46% |
|
Sundaram Short Duration Fund-idcw Monthly
|
₹215 | 0.45% | 1.69% | 2.62% | 7.70% | 7.46% |
|
Sundaram Short Duration Fund Direct-idcw Monthly
|
₹215 | 0.50% | 1.84% | 2.92% | 8.37% | 8.07% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
I want to invest
Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
Expected return
Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Total Investment
Wealth Gained
Total Wealth
I want to save
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
Expected return
Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Total Investment
Wealth Gained
Monthly Investment
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Short Term Fund-growth |
₹22,070 | ₹61.86 | 7.76% | 6.38% | 7.46% |
| ICICI Prudential Short Term Fund Direct Plan-growth |
₹22,070 | ₹67.62 | 8.42% | 7.10% | 8.25% |
| Aditya Birla Sun Life Short Term Direct Fund Direct-growth |
₹10,524 | ₹53.04 | 8.31% | 6.88% | 8.08% |
| Aditya Birla Sun Life Short Term Fund Regular-growth |
₹10,524 | ₹48.90 | 7.61% | 6.17% | 7.36% |
| UTI Short Duration Direct-flexi Idcw |
₹3,296 | ₹19.14 | 8.08% | 7.50% | 6.80% |
| UTI Short Duration Regular Plan-flexi Idcw |
₹3,296 | ₹18.57 | 7.52% | 6.90% | 6.25% |
| Invesco India Short Duration Fund Direct-discretionary Idcw |
₹994 | ₹2,856.10 | 7.95% | 6.10% | 7.28% |
| Invesco India Short Duration Fund-discretionary Idcw |
₹994 | ₹2,728.44 | 7.31% | 5.36% | 6.50% |
| Canara Robeco Short Duration Fund Direct-growth |
₹496 | ₹28.41 | 7.52% | 5.85% | 7.21% |
| Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-growth |
₹17 | ₹13.34 | 5.44% | 3.82% | - |
View More
Top funds are based on Fund AUM
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 12.09% | ₹26.06 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 13.19% | ₹25.73 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | - | — |
| Government Of India 35031 Goi 07ot34 6.79 Fv Rs 100 | Entities | 10.45% | ₹20.27 Cr |
| Government Of India 35031 Goi 07ot34 6.79 Fv Rs 100 | Entities | 10.45% | ₹20.27 Cr |
| 7.37% Goi Cg 23-10-2028 | Entities | 7.26% | ₹15.64 Cr |
| 7.37% Goi Cg 23-10-2028 | Entities | 7.99% | ₹15.60 Cr |
| 7.37% Goi Cg 23-10-2028 | Entities | - | — |
| State Development Loan 35697 Tn 12mr29 7 Fv Rs 100 | Unspecified | 7.83% | ₹15.19 Cr |
| State Development Loan 35697 Tn 12mr29 7 Fv Rs 100 | Unspecified | 7.83% | ₹15.19 Cr |
| Repo | Unspecified | 6.75% | ₹14.54 Cr |
| Bharti Telecom Limited Sr Xvi 8.90 Ncd 04dc25 Fvrs1lac | Technology | 5.14% | ₹11.06 Cr |
| National Bank For Agriculture And Rural Development Sr 24h 7.62 Bd 10my29 Fvrs1lac | Financial | 4.77% | ₹10.27 Cr |
| Power Finance Corporation Ltd. Sr Bs227b 7.77 Bd 15ap28 Fvrs1lac | Financial | 4.76% | ₹10.26 Cr |
| National Bank For Agriculture And Rural Development Sr 24h 7.62 Bd 10my29 Fvrs1lac | Financial | 5.28% | ₹10.25 Cr |
| National Bank For Agriculture And Rural Development Sr 24h 7.62 Bd 10my29 Fvrs1lac | Financial | 5.28% | ₹10.25 Cr |
| Power Finance Corporation Ltd. Sr Bs227b 7.77 Bd 15ap28 Fvrs1lac | Financial | 5.28% | ₹10.24 Cr |
| Power Finance Corporation Ltd. Sr Bs227b 7.77 Bd 15ap28 Fvrs1lac | Financial | 5.28% | ₹10.24 Cr |
| Export Import Bank Of India Sr Aa02 7.35 Bd 27jl28 Fvrs1lac | Financial | 4.74% | ₹10.22 Cr |
| Power Finance Corporation Ltd. Sr Bs227b 7.77 Bd 15ap28 Fvrs1lac | Financial | 5.24% | ₹10.22 Cr |
| Power Finance Corporation Ltd. Sr Bs227b 7.77 Bd 15ap28 Fvrs1lac | Financial | - | — |
| National Bank For Agriculture And Rural Development Sr 24h 7.62 Bd 10my29 Fvrs1lac | Financial | 5.24% | ₹10.22 Cr |
| National Bank For Agriculture And Rural Development Sr 24h 7.62 Bd 10my29 Fvrs1lac | Financial | - | — |
| Export Import Bank Of India Sr Aa02 7.35 Bd 27jl28 Fvrs1lac | Financial | 5.26% | ₹10.21 Cr |
| Export Import Bank Of India Sr Aa02 7.35 Bd 27jl28 Fvrs1lac | Financial | 5.26% | ₹10.21 Cr |
| Export Import Bank Of India Sr Aa02 7.35 Bd 27jl28 Fvrs1lac | Financial | 5.22% | ₹10.18 Cr |
| Export Import Bank Of India Sr Aa02 7.35 Bd 27jl28 Fvrs1lac | Financial | - | — |
| Pnb Housing Finance Limited Sr Lxv 8.15 Ncd 29jl27 Fvrs1lac | Financial | 4.72% | ₹10.17 Cr |
| Pnb Housing Finance Limited Sr Lxv 8.15 Ncd 29jl27 Fvrs1lac | Financial | 5.20% | ₹10.14 Cr |
| Pnb Housing Finance Limited Sr Lxv 8.15 Ncd 29jl27 Fvrs1lac | Financial | - | — |
| Pnb Housing Finance Limited Sr Lxv 8.15 Ncd 29jl27 Fvrs1lac | Financial | 5.23% | ₹10.14 Cr |
| Pnb Housing Finance Limited Sr Lxv 8.15 Ncd 29jl27 Fvrs1lac | Financial | 5.23% | ₹10.14 Cr |
| Government Of India 31719 Goi 20ju27 7.38 Fv Rs 100 | Entities | 3.34% | ₹7.21 Cr |
| Government Of India 31719 Goi 20ju27 7.38 Fv Rs 100 | Entities | 3.68% | ₹7.19 Cr |
| Government Of India 31719 Goi 20ju27 7.38 Fv Rs 100 | Entities | - | — |
| Government Of India 31719 Goi 20ju27 7.38 Fv Rs 100 | Entities | 3.70% | ₹7.18 Cr |
| Government Of India 31719 Goi 20ju27 7.38 Fv Rs 100 | Entities | 3.70% | ₹7.18 Cr |
| Bharti Telecom Limited Sr Xvi 8.90 Ncd 04dc25 Fvrs1lac | Technology | 3.08% | ₹6.02 Cr |
| Bharti Telecom Limited Sr Xvi 8.90 Ncd 04dc25 Fvrs1lac | Technology | - | — |
| Cash/net Current Assets | Unspecified | 2.80% | ₹5.46 Cr |
| Repo | Unspecified | 2.81% | ₹5.45 Cr |
| Repo | Unspecified | 2.81% | ₹5.45 Cr |
| Government Of India 33618 Goi 13nv30 7.32 Fv Rs 100 | Entities | 2.45% | ₹5.27 Cr |
| Government Of India 33618 Goi 13nv30 7.32 Fv Rs 100 | Entities | 2.70% | ₹5.24 Cr |
| Government Of India 33618 Goi 13nv30 7.32 Fv Rs 100 | Entities | 2.70% | ₹5.24 Cr |
| Government Of India 33618 Goi 13nv30 7.32 Fv Rs 100 | Entities | 2.68% | ₹5.22 Cr |
| Government Of India 33618 Goi 13nv30 7.32 Fv Rs 100 | Entities | - | — |
| Goi Sec 7.18 24/07/2037 | Entities | 2.42% | ₹5.22 Cr |
| State Development Loan 34118 Tn 20mr34 7.44 Fv Rs 100 | Unspecified | 2.41% | ₹5.18 Cr |
| Government Of India 34539 Goi 03ju29 7.04 Fv Rs 100 | Entities | 2.40% | ₹5.18 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 2.66% | ₹5.16 Cr |
| Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100 | Entities | 2.66% | ₹5.16 Cr |
| Government Of India 34539 Goi 03ju29 7.04 Fv Rs 100 | Entities | 2.66% | ₹5.16 Cr |
| Government Of India 34539 Goi 03ju29 7.04 Fv Rs 100 | Entities | 2.66% | ₹5.16 Cr |
| Government Of India 34539 Goi 03ju29 7.04 Fv Rs 100 | Entities | 2.64% | ₹5.16 Cr |
| Government Of India 34539 Goi 03ju29 7.04 Fv Rs 100 | Entities | - | — |
| Cholamandalam Investment And Finance Company Limited Sr 639 8.54 Ncd 12ap29 Fvrs1lac | Financial | 2.66% | ₹5.16 Cr |
| Cholamandalam Investment And Finance Company Limited Sr 639 8.54 Ncd 12ap29 Fvrs1lac | Financial | 2.66% | ₹5.16 Cr |
| Cholamandalam Investment And Finance Company Limited Sr 639 8.54 Ncd 12ap29 Fvrs1lac | Financial | 2.64% | ₹5.14 Cr |
| Cholamandalam Investment And Finance Company Limited Sr 639 8.54 Ncd 12ap29 Fvrs1lac | Financial | - | — |
| Goi Sec 7.18 24/07/2037 | Entities | 2.64% | ₹5.14 Cr |
| Goi Sec 7.18 24/07/2037 | Entities | - | — |
| Cholamandalam Investment And Finance Company Limited Sr 639 8.54 Ncd 12ap29 Fvrs1lac | Financial | 2.39% | ₹5.14 Cr |
| Goi Sec 7.18 24/07/2037 | Entities | 2.65% | ₹5.13 Cr |
| Goi Sec 7.18 24/07/2037 | Entities | 2.65% | ₹5.13 Cr |
| Lic Housing Finance Limited Tr- 359 7.95 Loa 29jn28 Fvrs10lac | Financial | 2.38% | ₹5.12 Cr |
| Lic Housing Finance Limited Tr- 359 7.95 Loa 29jn28 Fvrs10lac | Financial | 2.64% | ₹5.11 Cr |
| Lic Housing Finance Limited Tr- 359 7.95 Loa 29jn28 Fvrs10lac | Financial | 2.64% | ₹5.11 Cr |
| Lic Housing Finance Limited Tr- 359 7.95 Loa 29jn28 Fvrs10lac | Financial | 2.61% | ₹5.10 Cr |
| Lic Housing Finance Limited Tr- 359 7.95 Loa 29jn28 Fvrs10lac | Financial | - | — |
| National Housing Bank 7.59 Bd 14jl27 Fvrs1lac | Financial | 2.37% | ₹5.10 Cr |
| State Development Loan 34118 Tn 20mr34 7.44 Fv Rs 100 | Unspecified | 2.63% | ₹5.09 Cr |
| State Development Loan 34118 Tn 20mr34 7.44 Fv Rs 100 | Unspecified | 2.63% | ₹5.09 Cr |
| National Bank For Agriculture And Rural Development Sr 25g 7.48 Bd 15sp28 Fvrs1lac | Financial | 2.63% | ₹5.09 Cr |
| National Bank For Agriculture And Rural Development Sr 25g 7.48 Bd 15sp28 Fvrs1lac | Financial | 2.63% | ₹5.09 Cr |
| National Bank For Agriculture And Rural Development Sr 24e 7.80 Bd 15mr27 Fvrs1lac | Financial | 2.36% | ₹5.09 Cr |
| National Bank For Agriculture And Rural Development Sr 25g 7.48 Bd 15sp28 Fvrs1lac | Financial | 2.61% | ₹5.09 Cr |
| National Bank For Agriculture And Rural Development Sr 25g 7.48 Bd 15sp28 Fvrs1lac | Financial | - | — |
| Muthoot Finance Limited 8.65 Ncd 31jn28 Fvrs1lac | Financial | 2.36% | ₹5.08 Cr |
| Muthoot Finance Limited 8.65 Ncd 31jn28 Fvrs1lac | Financial | 2.62% | ₹5.08 Cr |
| Muthoot Finance Limited 8.65 Ncd 31jn28 Fvrs1lac | Financial | 2.62% | ₹5.08 Cr |
| National Housing Bank 7.59 Bd 14jl27 Fvrs1lac | Financial | 2.62% | ₹5.08 Cr |
| National Housing Bank 7.59 Bd 14jl27 Fvrs1lac | Financial | 2.62% | ₹5.08 Cr |
| National Housing Bank 7.59 Bd 14jl27 Fvrs1lac | Financial | 2.60% | ₹5.07 Cr |
| National Housing Bank 7.59 Bd 14jl27 Fvrs1lac | Financial | - | — |
| Muthoot Finance Limited 8.65 Ncd 31jn28 Fvrs1lac | Financial | 2.60% | ₹5.07 Cr |
| Muthoot Finance Limited 8.65 Ncd 31jn28 Fvrs1lac | Financial | - | — |
| State Development Loan 34118 Tn 20mr34 7.44 Fv Rs 100 | Unspecified | 2.60% | ₹5.06 Cr |
| State Development Loan 34118 Tn 20mr34 7.44 Fv Rs 100 | Unspecified | - | — |
| Shriram Finance Limited Sr Ppd Xxi Op2 Tr3 9.20 Ncd 22my26 Fvrs1lac | Financial | 2.35% | ₹5.06 Cr |
| Can Fin Homes Limited Sr 2 8.09 Ncd 04jn27 Fvrs1lac | Financial | 2.35% | ₹5.06 Cr |
| Can Fin Homes Limited Sr 2 8.09 Ncd 04jn27 Fvrs1lac | Financial | 2.59% | ₹5.05 Cr |
| Can Fin Homes Limited Sr 2 8.09 Ncd 04jn27 Fvrs1lac | Financial | - | — |
| Can Fin Homes Limited Sr 2 8.09 Ncd 04jn27 Fvrs1lac | Financial | 2.61% | ₹5.05 Cr |
| Can Fin Homes Limited Sr 2 8.09 Ncd 04jn27 Fvrs1lac | Financial | 2.61% | ₹5.05 Cr |
| Power Finance Corporation Ltd Sr-147 Bonds 8.03 02/05/2026 | Financial | 2.35% | ₹5.05 Cr |
| Rec Limited Sr 221 7.51 Bd 31jl26 Fvrs1lac | Financial | 2.34% | ₹5.05 Cr |
| Rural Electrification Corporation Limited Sr 218 A 7.56 Bd 30ju26 Fvrs1lac | Financial | 2.34% | ₹5.05 Cr |
| Small Industries Development Bank Of India Sr I 7.43 Bd 31au26 Fvrs1lac | Financial | 2.34% | ₹5.05 Cr |
| Shriram Finance Limited Sr Ppd Xxi Op2 Tr3 9.20 Ncd 22my26 Fvrs1lac | Financial | 2.59% | ₹5.05 Cr |
| Shriram Finance Limited Sr Ppd Xxi Op2 Tr3 9.20 Ncd 22my26 Fvrs1lac | Financial | - | — |
| Hinduja Leyland Finance Limited Sr Ii 8.40 Ncd 06my27 Fvrs1lac | Financial | 2.34% | ₹5.04 Cr |
| Power Finance Corporation Ltd Sr-147 Bonds 8.03 02/05/2026 | Financial | 2.58% | ₹5.04 Cr |
| Power Finance Corporation Ltd Sr-147 Bonds 8.03 02/05/2026 | Financial | - | — |
| Shriram Finance Limited Sr Ppd Xxi Op2 Tr3 9.20 Ncd 22my26 Fvrs1lac | Financial | 2.60% | ₹5.04 Cr |
| Shriram Finance Limited Sr Ppd Xxi Op2 Tr3 9.20 Ncd 22my26 Fvrs1lac | Financial | 2.60% | ₹5.04 Cr |
| Rural Electrification Corporation Limited Sr 218 A 7.56 Bd 30ju26 Fvrs1lac | Financial | 2.58% | ₹5.04 Cr |
| Rural Electrification Corporation Limited Sr 218 A 7.56 Bd 30ju26 Fvrs1lac | Financial | - | — |
| Rec Limited Sr 221 7.51 Bd 31jl26 Fvrs1lac | Financial | 2.58% | ₹5.03 Cr |
| Rec Limited Sr 221 7.51 Bd 31jl26 Fvrs1lac | Financial | - | — |
| Small Industries Development Bank Of India Sr I 7.43 Bd 31au26 Fvrs1lac | Financial | 2.58% | ₹5.03 Cr |
| Small Industries Development Bank Of India Sr I 7.43 Bd 31au26 Fvrs1lac | Financial | - | — |
| Hinduja Leyland Finance Limited Sr Ii 8.40 Ncd 06my27 Fvrs1lac | Financial | 2.60% | ₹5.03 Cr |
| Hinduja Leyland Finance Limited Sr Ii 8.40 Ncd 06my27 Fvrs1lac | Financial | 2.60% | ₹5.03 Cr |
| Power Finance Corporation Ltd Sr-147 Bonds 8.03 02/05/2026 | Financial | 2.59% | ₹5.03 Cr |
| Power Finance Corporation Ltd Sr-147 Bonds 8.03 02/05/2026 | Financial | 2.59% | ₹5.03 Cr |
| Power Finance Corporation Ltd. Sr Bs216 7.13 Bd 15jl26 Fvrs10lac | Financial | 2.33% | ₹5.03 Cr |
| Rural Electrification Corporation Limited Sr 218 A 7.56 Bd 30ju26 Fvrs1lac | Financial | 2.59% | ₹5.03 Cr |
| Rural Electrification Corporation Limited Sr 218 A 7.56 Bd 30ju26 Fvrs1lac | Financial | 2.59% | ₹5.03 Cr |
| Rec Limited Sr 221 7.51 Bd 31jl26 Fvrs1lac | Financial | 2.59% | ₹5.03 Cr |
| Rec Limited Sr 221 7.51 Bd 31jl26 Fvrs1lac | Financial | 2.59% | ₹5.03 Cr |
| Hinduja Leyland Finance Limited Sr Ii 8.40 Ncd 06my27 Fvrs1lac | Financial | 2.58% | ₹5.03 Cr |
| Hinduja Leyland Finance Limited Sr Ii 8.40 Ncd 06my27 Fvrs1lac | Financial | - | — |
| Small Industries Development Bank Of India Sr I 7.43 Bd 31au26 Fvrs1lac | Financial | 2.59% | ₹5.03 Cr |
| Small Industries Development Bank Of India Sr I 7.43 Bd 31au26 Fvrs1lac | Financial | 2.59% | ₹5.03 Cr |
| Rec Limited Sr 250a 6.60 Bd 30ju27 Fvrs1lac | Financial | 2.58% | ₹5.00 Cr |
| Rec Limited Sr 250a 6.60 Bd 30ju27 Fvrs1lac | Financial | 2.58% | ₹5.00 Cr |
| Lic Housing Finance Limited Tr 412 6.17 Loa 03sp26 Fvrs10lac | Financial | 2.57% | ₹4.98 Cr |
| Lic Housing Finance Limited Tr 412 6.17 Loa 03sp26 Fvrs10lac | Financial | 2.57% | ₹4.98 Cr |
| Lic Housing Finance Limited Tr 412 6.17 Loa 03sp26 Fvrs10lac | Financial | 2.31% | ₹4.98 Cr |
| Lic Housing Finance Limited Tr 412 6.17 Loa 03sp26 Fvrs10lac | Financial | 2.55% | ₹4.97 Cr |
| Lic Housing Finance Limited Tr 412 6.17 Loa 03sp26 Fvrs10lac | Financial | - | — |
| Cash/net Current Assets | Unspecified | 2.50% | ₹4.85 Cr |
| Cash/net Current Assets | Unspecified | 2.50% | ₹4.85 Cr |
| Cash/net Current Assets | Unspecified | 2.16% | ₹4.65 Cr |
| Repo | Unspecified | 2.26% | ₹4.40 Cr |
| Can Fin Homes Limited 8.45 Ncd 27my26 Fvrs1lac | Financial | 1.41% | ₹3.04 Cr |
| Can Fin Homes Limited 8.45 Ncd 27my26 Fvrs1lac | Financial | 1.55% | ₹3.03 Cr |
| Can Fin Homes Limited 8.45 Ncd 27my26 Fvrs1lac | Financial | - | — |
| Can Fin Homes Limited 8.45 Ncd 27my26 Fvrs1lac | Financial | 1.56% | ₹3.03 Cr |
| Can Fin Homes Limited 8.45 Ncd 27my26 Fvrs1lac | Financial | 1.56% | ₹3.03 Cr |
| Others Class A2 Aif | Unspecified | 0.32% | ₹0.62 Cr |
| Others Class A2 Aif | Unspecified | 0.32% | ₹0.62 Cr |
| Others Class A2 Aif | Unspecified | 0.32% | ₹0.62 Cr |
| Others Class A2 Aif | Unspecified | 0.28% | ₹0.61 Cr |
View More
Top Debt Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| UTI Short Duration Direct-flexi Idcw |
₹19.14 | 8.08% | 7.50% | - |
| ICICI Prudential Short Term Fund Direct Plan-growth |
₹67.62 | 8.42% | 7.10% | - |
| UTI Short Duration Regular Plan-flexi Idcw |
₹18.57 | 7.52% | 6.90% | - |
| Aditya Birla Sun Life Short Term Direct Fund Direct-growth |
₹53.04 | 8.31% | 6.88% | - |
| ICICI Prudential Short Term Fund-growth |
₹61.86 | 7.76% | 6.38% | - |
| Aditya Birla Sun Life Short Term Fund Regular-growth |
₹48.90 | 7.61% | 6.17% | - |
| Invesco India Short Duration Fund Direct-discretionary Idcw |
₹2,856.10 | 7.95% | 6.10% | - |
| Canara Robeco Short Duration Fund Direct-growth |
₹28.41 | 7.52% | 5.85% | - |
| Invesco India Short Duration Fund-discretionary Idcw |
₹2,728.44 | 7.31% | 5.36% | - |
| Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-growth |
₹13.34 | 5.44% | 3.82% | - |
View More
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Short Duration Fund Direct-growth
What is the current AUM of Sundaram Short Duration Fund Direct-growth?
As of Thu Jul 31, 2025, Sundaram Short Duration Fund Direct-growth manages assets worth ₹215.5 crore
How has Sundaram Short Duration Fund Direct-growth performed recently?
- 3 Months: 1.32%
- 6 Months: 3.67%
What is the long-term performance of Sundaram Short Duration Fund Direct-growth?
- 3 Years CAGR: 8.16%
- 5 Years CAGR: 7.82%
- Since Inception: 7.57%
What is the portfolio composition of Sundaram Short Duration Fund Direct-growth?
Debt: 94.69%, Others: 5.31%.
Who manages Sundaram Short Duration Fund Direct-growth?
Sundaram Short Duration Fund Direct-growth is managed by Sandeep Agarwal from Sundaram Mutual Fund.
Which are the top companies Sundaram Short Duration Fund Direct-growth has invested in?
- GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 – 12.09% of the fund's portfolio
- GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 – 13.19% of the fund's portfolio
- GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100 – 1.00% of the fund's portfolio
- GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 – 10.45% of the fund's portfolio
- GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 – 10.45% of the fund's portfolio
Which are the major sectors Sundaram Short Duration Fund Direct-growth focuses on?
- Financial – 245.60% of the fund's portfolio
- Entities – 118.43% of the fund's portfolio
- Unspecified – 52.75% of the fund's portfolio
- Technology – 9.22% of the fund's portfolio
View more FAQ's
Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.
Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.
Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.
For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.
For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved
^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
