Sundaram Short Duration Fund Direct-Growth

Q: What are the returns of Sundaram Short Duration Fund?

The Sundaram Short Duration Fund is a 12 yrs 3 m old fund and has delivered average annual returns of 7.61% since inception. Sundaram Short Duration Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception 9.95% 7.56% 8.42% 7.09% 7.61%

NAV as of Apr 23, 2025	Returns since inception	ET Money Rank	VRO Ratings
₹47.4363+0.04% 1 day change	7.61% p.a.	#NA View Ranked Funds	4

Historical NAV & returns

NAV: ₹47.4363 as on Apr 23, 2025

This fund Category average

Sundaram Short Duration Fund overview

VRO rating	4
Expense ratio	0.31% as on Mar 31, 2025
Exit load	0% Exit load of 0.50% if redeemed within 6 months!
AUM (Fund size)	₹202 Crs
Lock-in	No Lockin
Age	12 yrs 3 m since Jan 01, 2013
Benchmark	NIFTY SD Debt Index A-II
Min. investment	SIP ₹2000 & Lump. ₹5000
Risk	Moderate
Tax on your gains	Profits are added to your income and taxed as per your slab rate

Sundaram Short Duration Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Apr 24, 2025

Period	This fund	Category average
1 month	1.74%	1.75%
3 months	3.12%	3.18%
6 months	4.95%	5.1%
1 year	9.95%	9.88%
3 years	7.56%	7.63%
5 years	8.42%	7.33%
7 years	6.66%	7.27%
10 years	7.09%	7.54%

Asset allocationas on Mar 31, 2025

Large Cap 0.0%

Mid Cap 0.0%

Small Cap 0.0%

Other Cap 0.0%

Top holdings

Bifurcation by Holding is not available for this fund

Top sectors

Bifurcation by Sector is not available for this fund

AAA 42.341814%

SOV 31.67023%

AA+ 19.410365%

Cash & Call Money 6.280365%

Top Debt Holdings

GOI 29.12%

National Bank For Agriculture & Rural Development 7.53%

Power Finance Corporation Ltd. 7.49%

Bharti Telecom Ltd. 5.47%

Allocation by Instruments

Debenture 50.265260999999995%

GOI Securities 29.113973999999995%

Bonds 7.5054289999999995%

Cash/Net Current Assets 3.263068%

Other Holdings

Others 3.26%

Peer comparison

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
Sundaram Short Duration Fund	N.A.	₹202 Crs	12 yrs 3 m	0.31%
ICICI Prudential Short Term Fund	N.A.	₹20,428 Crs	12 yrs 3 m	0.45%
UTI Short Duration Fund	N.A.	₹2,566 Crs	12 yrs 3 m	0.42%
Aditya Birla Sun Life Short Term Fund	N.A.	₹8,068 Crs	12 yrs 3 m	0.37%
Baroda BNP Paribas Short Duration Fund	N.A.	₹204 Crs	12 yrs 3 m	0.38%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Sundaram Short Duration Fund	1.74%	4.95%	9.95%	7.56%	8.42%	7.09%
ICICI Prudential Short Term Fund	1.72%	5.06%	9.76%	8.27%	7.8%	8.34%
UTI Short Duration Fund	1.71%	4.82%	9.42%	7.65%	8.15%	6.95%
Aditya Birla Sun Life Short Term Fund	1.79%	5.14%	10.04%	7.92%	7.93%	8.15%
Baroda BNP Paribas Short Duration Fund	1.84%	5.06%	9.9%	7.6%	6.77%	7.84%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Sundaram Short Duration Fund	1.03	2.1	0.74	1.01
ICICI Prudential Short Term Fund	0.86	1.47	1.69	2.08
UTI Short Duration Fund	0.95	1.9	0.89	1.18
Aditya Birla Sun Life Short Term Fund	1.01	1.9	1.04	1.41
Baroda BNP Paribas Short Duration Fund	1.25	2.67	0.5	0.52

View all Short Duration funds

Key risk & return ratios Compared to other funds in the category

Alpha	5.12 vs. 3.75 Higher outperformance against benchmark
Sharpe	0.74 vs. 3.95 Poor risk-adjusted returns
Beta	2.1 vs. 1.29 More sensitive to market's ups & downs
Standard deviation	1.03 vs. 1.08 More stable returns

Compare Sundaram Short Duration Fund in detail with

About this fund

About Sundaram Short Duration Fund

Sundaram Short Duration Fund Direct-Growth is a Short Duration mutual fund scheme from Sundaram Mutual Fund. This fund has been in existence for 12 yrs 3 m, having been launched on 01/01/2013. Sundaram Short Duration Fund Direct-Growth has ₹202 Crores worth of assets under management (AUM) as on 31/03/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Sundaram Short Duration Fund Direct-Growth as of 23/04/2025 is ₹47.44. The fund has an expense ratio of 0.31%, which is close to what most other Short Duration funds charge.

Sundaram Short Duration Fund Direct-Growth returns of last 1-year are 9.95%. Since launch, it has delivered 7.62% average annual returns. The fund has doubled the money invested in it every 11 yrs.
Sundaram Short Duration Fund Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is above average.
The fund's credit profile is high indicating it has lent to borrowers whose quality is great. Most funds in this category lend to better borrowers and hence the risk of default in this fund is higher than the category.
The fund's top holdings are in GOI, National Bank For Agriculture & Rural Development, Power Finance Corporation Ltd., Bharti Telecom Ltd., Export-Import Bank Of India.

...

Fund AUM	₹202 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

Fund managers

Dwijendra Srivastava

Mr. Srivastava is B.Tech , PGDM (Finance) and CFA. Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.

Sandeep Agarwal

Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS. Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.

Investment objective

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.

Sundaram Mutual Fund details

No. of schemes	30 view all schemes
Total AUM	₹65,593 Crs as on Mar 31, 2025
Address	Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road, Royapettah Chennai, 600014
Phone	1860-425-7237

More funds from Sundaram Mutual Fund

Fund name	ETM Rank	AUM (in Crs.)	1Y	3Y
Sundaram Low Duration Fund	N.A.	₹342 Crs	8.52%	7.29%
Sundaram Banking & PSU Fund	N.A.	₹353 Crs	9.79%	7.16%
Sundaram Ultra Short Duration Fund	N.A.	₹1,723 Crs	7.89%	7.16%
Sundaram Corporate Bond Fund	N.A.	₹699 Crs	10.0%	7.15%
Sundaram Money Market Fund	N.A.	₹1,292 Crs	8.01%	7.07%

See all Debt funds from this AMC

Frequently asked questions

What is the current NAV of Sundaram Short Duration Fund?

The current Net Asset Value (NAV) of the Sundaram Short Duration Fund - Direct Growth plan is approximately ₹47.4363 as of Apr 23, 2025.

What are the returns of this mutual fund scheme?

The Sundaram Short Duration Fund is a 12 yrs 3 m old fund and has delivered average annual returns of 7.61% since inception.

Sundaram Short Duration Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
9.95%	7.56%	8.42%	7.09%	7.61%

How much does this mutual fund charge as expense ratio?

The Sundaram Short Duration Fund - Direct Growth has an expense ratio of 0.31%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

What is the AUM or fund size of this mutual fund?

The Sundaram Short Duration Fund currently has assets under management (AUM) or fund size valued at approximately ₹202 Crs crore as of Mar 31, 2025.

To whom does Sundaram Short Duration Fund lend to?

The top 3 debt holdings of Sundaram Short Duration Fund are as follows

Holding Name	Percentage of Portfolio
GOI	29.12%
National Bank For Agriculture & Rural Development	7.53%
Power Finance Corporation Ltd.	7.49%

What is the quality of borrowers this mutual fund scheme lends to?

The credit rating of the instruments in which the fund invests represents the quality of the borrower.

The Sundaram Short Duration Fund allocation by credit quality is given below

Credit Quality	Percentage of Portfolio
AAA	42.341814%
SOV	31.67023%
AA+	19.410365%

What is risk level of Sundaram Short Duration Fund?

This is a Short Duration fund comes with Moderate risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How do I invest in Sundaram Short Duration Fund?

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Sundaram Short Duration Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Sundaram Short Duration Fund is complete.

How can I redeem my investments in Sundaram Short Duration Fund?

Redeeming your investments in Sundaram Short Duration Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Sundaram Short Duration Fund from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

in Short Duration

#NA

Volatility Protection: This fund is one of the best in protecting against volatility in it's category.
Return Outperformance: This fund has generated highest return amongst Short Duration funds in the last 5 Years.
Exit Load: This fund has no exit load.
Return/Risk: The fund is performing poorly than its category.