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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
₹46.76
-0.13% · as of 14-07-2026
Since inception
7.15%
CAGR
Benchmark (inception)
8.07%
CAGR
Fund size
₹184 Cr
AUM
Expense ratio
0.80%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +7.15% CAGR vs benchmark +8.07%.
Portfolio
Where the money is invested
Top holdings
7% State Government Securities7.98%
Union Bank of India (16-Mar-2027)7.57%
TREPS6.27%
8.15% PNB Housing Finance Limited (29/07/2027)5.35%
Power Finance Corporation Ltd.5.35%
National Bank for Agriculture and Rural Development5.32%
Export-Import Bank of India5.32%
Punjab National Bank (05/02/2027)5.08%
7.22% Small Industries Dev Bank of India (10/04/2029)4.22%
7.32% Government of India2.74%
Sector allocation
Not available.
Riskometer
LowVery High
Moderate
What if you'd SIP'd here?
@ 7.2% p.a.₹10,000
10 years
Projected value
₹17,55,608
Invested: ₹12,00,000
Gained: ₹5,55,608
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
D
Dwijendra Srivastava, Sandeep Agarwal
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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