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Sundaram Mutual Fund · Debt: Short Duration
Sundaram Short Duration Fund Growth Plan
The fund aims to generate income and capital appreciation from a portfolio of debt and money market instruments. The fund can be slotted between a cash fund and a bond fund.
Fixed IncomeBenchmark · Nifty Short duration Debt Index A-IITER · 0.80%Inception · 01-01-2013
NAV
₹47.14
+0.04% · as of 13-10-2026
Since inception
7.11%
CAGR
Benchmark (inception)
7.95%
CAGR
Fund size
₹176 Cr
AUM
Expense ratio
0.80%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +7.11% CAGR vs benchmark +7.95%.
Portfolio
Where the money is invested
Top holdings
7% State Government Securities8.20%
Union Bank of India (16-Mar-2027)7.77%
6.36% GOI 2031 (16-Feb-2031)5.96%
Power Finance Corporation Ltd.5.49%
Export-Import Bank of India5.47%
8.15% PNB Housing Finance Limited (29/07/2027)5.46%
National Bank for Agriculture and Rural Development5.37%
Punjab National Bank (05/02/2027)5.22%
7.22% Small Industries Dev Bank of India (10/04/2029)4.34%
7.32% Government of India2.81%
Sector allocation
Not available.
Riskometer
LowVery High
Moderate
What if you'd SIP'd here?
@ 7.1% p.a.₹10,000
10 years
Projected value
₹17,51,683
Invested: ₹12,00,000
Gained: ₹5,51,683
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
S
Sandeep Agarwal, Kumaresh Ramakrishnan
Manager since fund inception data not available
ISIN & identifiers
AMFI code
149585
ISIN (Growth)
INF173K01BA3
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Debt: Short Duration funds
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