Sundaram Short Term Fund(G)

DebtDebt - Short Term FundLow to Moderate

₹47.013723 Oct 2026

Invest Now

Minimum For SIP₹1,000

Fund Size₹176.09 Cr

Expense Ratio0.8%

Chart

PlanNormal

Returns (6 months)4.059%

Expense ratio0.8%

Min Investment5,000

AUM176.09 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	-3.69%	1.63%	4.06%	4.09%	6.69%	5.91%	6.81%
NA	NA	NA	NA	NA	NA	NA	NA

Holdings

Name
PNB Housing Finance Ltd SR-LXV 8.15% (29-Jul-2027)
Power Finance Corporation Ltd. SR-BS227B 7.77% (15-Apr-2028)
Export-Import Bank Of India SR-AA02 07.35% (27-Jul-2028)
REC Ltd.-SR-257 07.28% (31-Aug-2029)
National Bank For Agriculture & Rural Development SR-26A 06.66% (12-Oct-2028)
Punjab National Bank (05-Feb-2027)
06.45% Gujarat SDL - 06-Jan-2030
Union Bank Of India (16-Mar-2027)
Cash & Cash Equivalent
Small Industries Development Bank of India SR-VII 07.42% (12-Mar-2029)
Tri-Party Repo (TREPS)
07.32% GOI - 13-Nov-2030
07.04% GOI - 03-Jun-2029
Can Fin Homes Ltd. SR-2 08.09% (04-Jan-2027)
National Housing Bank 07.59% (14-Jul-2027)
Cholamandalam Investment and Finance Company Ltd. -SR-639 8.54% (12-Apr-2029)
LIC Housing Finance Ltd. -TR-359 07.95% (29-Jan-2028)
Tata Capital Housing Finance Ltd. 08.2% (25-Sep-2029)
360 One Prime Ltd. - 08.95% (04-Jun-2027)
Hinduja Leyland Finance Ltd. SR-II 08.40% (06-May-2027)
National Bank For Agriculture & Rural Development SR-25G 07.48% (15-Sep-2028)
LIC Housing Finance Ltd. 06.90% (17-Sep-2027)
National Bank For Financing Infrastructure And Development SR-NABFID2027-2 BD 7.37% (16-Jul-2029)
Small Industries Development Bank of India Sr IV 07.04% (09-Feb-2029)
06.53% Tamil Nadu SDL - 06-Jan-2031
Power Finance Corporation Ltd. SR-259A 06.96% (02-Mar-2028)
Corporate Debt Market Development Fund

Instrument	Share %
Corporate Debt	5.68%
Corporate Debt	5.68%
Corporate Debt	5.66%
Corporate Debt	5.61%
Corporate Debt	5.56%
Certificate of Deposit	5.55%
Government Securities	5.53%
Certificate of Deposit	5.51%
Cash & Cash Equivalents and Net Assets	4.98%
Corporate Debt	4.50%
Cash & Cash Equivalents and Net Assets	4.08%
Government Securities	2.88%
Government Securities	2.86%
Corporate Debt	2.84%
Corporate Debt	2.84%
Corporate Debt	2.84%
Corporate Debt	2.84%
Corporate Debt	2.84%
Corporate Debt	2.84%
Corporate Debt	2.84%
Corporate Debt	2.82%
Corporate Debt	2.82%
Corporate Debt	2.81%
Corporate Debt	2.79%
Government Securities	2.75%
Corporate Debt	1.69%
Alternative Investment Fund	0.37%

Risk Meter

Your investment is at

Moderately Low

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Moderately Low

Moderate

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Very High Risk

Fund Managers

Sandeep Agarwal

Kumaresh Ramakrishnan

Ronak Shah

Lock in Period

Nil

Investment cannot be redeemed before this period completes.

Exit Load

Nil

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Sundaram Short Term Fund(G)

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Benchmark Returns

Holdings

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