Sundaram Short Duration Fund Direct Plan Monthly Payout of Income Dis cum Cap Wdrl Plan
Fixed IncomeShort Duration
13.20
-0.00(-0.01%)
NAV as on 19 Dec, 2025
CAGR
7.66%
- AUM (Crs.)193.66
- Expense Ratio0.30 %
- Sharpe Ratio / Category Average0.68 / 0.80
- Standard Deviation / Category Average1.17 / 1.25
- Beta / Category Average1.49 / 1.39
- Portfolio Turnover / Category Average102.97 / 224.76
- Top 5 Debt Holdings Wt.34.18
- Top 10 Debt Holdings Wt.51.02
- Investment StyleLimited Sensitivity High Quality
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Credit Rating
Concentration
- No. of Debt Holdings--
- Top 10 Debt Holdings--
- Top 5 Debt Holdings--
View Holdings
Fundamentals
| Measures | Fund |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryDwijendra 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.
Riskometer
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