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Sundaram Short Duration Fund Direct Plan Growth Option

Fixed IncomeShort Duration

49.41

-0.01(-0.02%)

NAV as on 05 Jan, 2026

CAGR

7.90%

Top Performer

This scheme has consistently delivered the best returns in its Short Duration category across .

Returns

AUM (Crs.)193.66
Expense Ratio0.30 %
Sharpe Ratio / Category Average1.20 / 0.74
Standard Deviation / Category Average1.02 / 1.28
Beta / Category Average1.32 / 1.38
Portfolio Turnover / Category Average102.97 / 214.52
Top 5 Debt Holdings Wt.34.23
Top 10 Debt Holdings Wt.50.85
Investment StyleLimited Sensitivity High Quality
Morningstar Rating

Performance

LumpsumSIPQuarterlyBest & Worst

Absolute and Annualised Returns

Yearly Returns

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Portfolio

Asset Allocation

Equity%
Debt%
Cash%
Derivatives%

Weightage by Credit Rating

Concentration

No. of Debt Holdings--
Top 10 Debt Holdings--
Top 5 Debt Holdings--

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Fundamentals

Measures	Fund

Risk Metrics

Peers

1Y3Y5Y10Y

Mutual Fund	AUM (cr.)	3YReturns

Holdings

Stocks

Sector

About

Fund Manager(s)Check History
Dwijendra Srivastava, Sandeep Agarwal
Launch Date01 Jan, 2013
BenchmarkS&P BSE 500

Objective

To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.

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