- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Short Duration Fund Direct Growth
Sundaram Short Duration Fund Direct Plan Growth
₹ 47.04
NAV (Apr 04)
The category is one of the largest categories within the Debt Segment (9% of the total assets).
We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.
Sundaram Short Duration Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment1,64,294
Wealth Gained8,96,906
Total Corpus Created (₹)
With CAGR of 8.329 % in 5 yearsHistorical NAV
₹ 47.0378
NAV (Apr 4)
Fund Returns
Last 1Y | 9.2% |
Last 3Y | 7.3% |
Last 5Y | 8.3% |
Last 10Y | 7% |
Since Inception | 7.6% |
6 Month CAGR | 4.5% |
Scheme Information
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.
Expense Ratio | 0.31 % |
Launched 12Y ago | 2013-01-01 |
AUM in Crores | 213.1 |
ISIN | INF173K01GP0 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Short Duration Debt Index A-II |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 1 |
Beta | 2 |
Sharpe Ratio | 0.5 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Short Duration Fund Direct (G) | 8,96,906 | 1,64,294 | 8.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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 before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
GOI
15.79%Others
13.82%GOI
7.93%GOI
5.26%REC Ltd.
5.26%
Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,714 cr | ||
₹ 15,117 cr | ||
₹ 14,435 cr | ||
₹ 4,444 cr | ||
₹ 7,712 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
20.4% | 18% | ||
7.3% | 7.6% | ||
12.8% | 12% | ||
14% | 20.1% | ||
17.7% | 14% |
Sundaram Short Duration Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment1,64,294
Wealth Gained8,96,906
Total Corpus Created (₹)
With CAGR of 8.329 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Sundaram Short Duration Fund Direct Plan Growth?
What is the current AUM of Sundaram Short Duration Fund Direct Growth?
What is the latest NAV of Sundaram Short Duration Fund Direct Growth?
What is the Riskometer rating for Sundaram Short Duration Fund Direct Plan Growth?
Which are the top sector holdings in Sundaram Short Duration Fund Direct Plan?
Which are the top stock holdings in Sundaram Short Duration Fund Direct Plan?
What is the asset allocation of Sundaram Short Duration Fund Direct Plan Growth?
What has been the performance of Sundaram Short Duration Fund Direct Growth returns?
Does Sundaram Short Duration Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Sundaram Short Duration Fund Direct Plan Growth?
How to invest in Sundaram Short Duration Fund Direct Growth?
How can I redeem my investment in Sundaram Short Duration Fund Direct Plan?