Sundaram Short Duration Fund(G)

DebtDebt - Short Duration FundLow to Moderate

₹46.094627 Apr 2026

Invest Now

Minimum For SIP₹250

Fund Size₹190.43 Cr

Expense Ratio0.68%

Chart

PlanNormal

Returns (6 months)4.065%

Expense ratio0.68%

Min Investment5,000

AUM190.43 Cr

Inception date13 May 2003

Return Calculator

Monthly Investment

₹500₹1,00,00,000

Expected Return Rate (p.a)

1%30%

Time Period

1YR40YR

Investment Amount₹0

Estimated Returns₹0

Total Amount₹0

Benchmark Returns

BENCHMARK: Nifty Short Duration Debt Index

Annualised returns

NAME
Fund Returns
Benchmark Returns

1W	1M	3M	6M	1Y	3Y	5Y	INCEPTION
NA	8.37%	4.86%	4.07%	5.06%	6.87%	5.91%	6.87%
NA	NA	NA	NA	NA	NA	NA	NA

Holdings

Name
07.00% Tamil Nadu SDL - 12-Mar-2029
Union Bank Of India (16-Mar-2027)
Small Industries Development Bank of India SR-V 7.22% (10-Apr-2029)
Tri-Party Repo (TREPS)
Power Finance Corporation Ltd. SR-BS227B 7.77% (15-Apr-2028)
PNB Housing Finance Ltd SR-LXV 8.15% (29-Jul-2027)
National Bank For Agriculture & Rural Development SR 24H 07.62% (10-May-2029)
Export-Import Bank Of India SR-AA02 07.35% (27-Jul-2028)
Punjab National Bank (05-Feb-2027)
07.32% GOI - 13-Nov-2030
07.04% GOI - 03-Jun-2029
Cash & Cash Equivalent
Cholamandalam Investment and Finance Company Ltd. -SR-639 8.54% (12-Apr-2029)
Muthoot Finance Ltd. 08.65% (31-Jan-2028)
LIC Housing Finance Ltd. -TR-359 07.95% (29-Jan-2028)
Can Fin Homes Ltd. SR-2 08.09% (04-Jan-2027)
National Housing Bank 07.59% (14-Jul-2027)
REC Ltd.-SR-236-B 07.56% (31-Aug-2027)
360 One Prime Ltd. - 08.95% (04-Jun-2027)
Hinduja Leyland Finance Ltd. SR-II 08.40% (06-May-2027)
REC Ltd.-SR-221 07.51% (31-Jul-2026)
Small Industries Development Bank of India SR-I 7.43% (31-Aug-2026)
National Bank For Agriculture & Rural Development SR-25G 07.48% (15-Sep-2028)
LIC Housing Finance Ltd. -TR-412 06.17% (03-Sep-2026)
07.44% Tamil Nadu SDL - 20-Mar-2034
06.36% GOI - 16-Feb-2031
Canara Bank (15-Sep-2026)
Corporate Debt Market Development Fund

Instrument	Share %
Government Securities	7.90%
Certificate of Deposit	7.36%
Corporate Debt	5.73%
Cash & Cash Equivalents and Net Assets	5.41%
Corporate Debt	5.28%
Corporate Debt	5.27%
Corporate Debt	5.26%
Corporate Debt	5.25%
Certificate of Deposit	4.94%
Government Securities	2.67%
Government Securities	2.66%
Cash & Cash Equivalents and Net Assets	2.66%
Corporate Debt	2.65%
Corporate Debt	2.64%
Corporate Debt	2.64%
Corporate Debt	2.63%
Corporate Debt	2.63%
Corporate Debt	2.63%
Corporate Debt	2.62%
Corporate Debt	2.62%
Corporate Debt	2.62%
Corporate Debt	2.62%
Corporate Debt	2.62%
Corporate Debt	2.61%
Government Securities	2.60%
Government Securities	2.58%
Certificate of Deposit	2.54%
Alternative Investment Fund	0.33%

Risk Meter

Your investment is at

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Low

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Moderate

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Very High Risk

Fund Managers

Dwijendra Srivastava

Sandeep Agarwal

Lock in Period

Nil

Investment cannot be redeemed before this period completes.

Exit Load

Nil

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Sundaram Short Duration Fund(G)

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Benchmark Returns

Holdings

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