Sundaram Short Duration Fund - Direct (G) logo

Sundaram Short Duration Fund Direct Growth

Debt | Short Duration Fund

NAV ₹48.00 as on 20 Jun 2025

RiskModerate

Fund Size₹216.31Cr

NAV₹48.00 as on 20 Jun 2025
RiskModerate
Fund Size₹216.31Cr
Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹5,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹250

Min Additional Amount

₹500

Exit Load

Nil

Basic Details

Age

12 years 5 months (Since Jan 02, 2013)

Return since Launch

7.18%

Expense ratio

0.3%

Type

OPEN

AUM (Fund Size)

₹216.31

Risk Grade

Moderate

Benchmark

NIFTY Short Duration Debt Index A-II

Calculate Your Returns
Select Duration
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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Dwijendra Srivastava

Experience:

He has over 11 years of experience in the financial sector.Prior to joining Sundaram MF he has worked with JM Financial AMC ,Tata AMC Privated Ltd., Tower Capital and Securities , Indo Swiss Financial and Gontermann Pipers.

Asset Allocation

Currently, data not available

See All

GSEC2034 12.10%

Power Fin.Corpn. 9.40%

GSEC2028 7.24%

N A B A R D 7.10%

TREPS 7.05%

Bharti Telecom 5.11%

E X I M Bank 4.72%

PNB Housing 4.68%

REC Ltd 4.67%

LIC Housing Fin. 4.65%

Can Fin Homes 3.74%

GSEC2027 3.33%

GSEC2030 2.44%

TAMIL NADU 2034 2.43%

GSEC2037 2.41%

Gsec2029 2.39%

Cholaman.Inv.&Fn 2.37%

Natl. Hous. Bank 2.36%

Shriram Finance 2.34%

Muthoot Finance 2.34%

S I D B I 2.33%

Hinduja Ley.Fin. 2.32%

Net CA & Others 2.17%

CDMDF (Class A2) 0.28%

See All
Scheme Holding Summary

Debt Others

67.66%

Govt. Securities

32.34%

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Govt. Securities

Debt Others

National Bank for Agriculture & Rural Development

7.10%

Bharti Telecom Ltd

5.11%

Export-Import Bank of India

4.72%

REC Ltd

4.67%

National Housing Bank

2.36%

Small Industries Development Bank of India Ltd

2.33%

Hinduja Leyland Finance Ltd

2.32%
See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Moderate Risk

Fund house & investment objective
Rank (total assets)#21 in India
Total AUM₹65,593.02Cr
Date of Incorporation26 Feb 1996
Sundaram Short Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 02 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹65,593.02 Cr and the Latest NAV as of 20 Jun 2025 is ₹48.00.
The Sundaram Short Duration Fund Direct Growth is rated Moderate. Minimum SIP Investment is set to ₹250 . Minimum Lumpsum Investment is ₹5,000. Exit load of Nil.
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Returns and Rankings

Category: Debt Short Duration Fund

1Y3Y5YAll
Fund returns9.76%2.63%1.53%0.58%
Category average9.28%2.51%1.26%-
Rank within category9112-

FAQ’s

What kind of returns does Sundaram Short Duration Fund Direct Growth provide?

Sundaram Short Duration Fund Direct Growth has given a return of 8.10% in the past 3 years.

What is the expense ratio charged by Sundaram Short Duration Fund Direct Growth?

The Expense Ratio charged by Sundaram Short Duration Fund Direct Growth is 0.3%.

What is the AUM size of Sundaram Short Duration Fund Direct Growth?

The AUM size of Sundaram Short Duration Fund Direct Growth is ₹216.31Cr.

What is the minimum SIP amount that you can invest in Sundaram Short Duration Fund Direct Growth?

₹250 is the minimum SIP amount that you can invest in Sundaram Short Duration Fund Direct Growth .

What are the top stock holdings of Sundaram Short Duration Fund Direct Growth?

The top stock holdings of Sundaram Short Duration Fund Direct Growth include

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start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.