• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Short Duration Fund (Growth)

Formerly Principal S/T Income Gr

Sundaram Mutual Fund

Sundaram Short Duration Fund (Growth)

DebtShort Term

37.2229

NAV (Mar 17)

5.6%
3 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in short term mutual funds.

Short term funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Rolling Returns

Poor

The performance of the fund on a Rolling Returns metric has been Poor

Scripbox Recommended Debt Funds
Want the Debt funds that are right for your short term investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

37.2229

NAV (Mar 17)

Fund Returns

Last 1Y

4%

Last 3Y

5.6%

Last 5Y

4.2%

Last 10Y

6.1%

Since Inception

6.8%

6 Month CAGR

2.8%

Scheme Information

Investment Objective

To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.

Expense Ratio

0.93

Launched (20y ago)

May 09, 2003

AUM in Crores

200.110

ISIN

INF173K01BA3

Lock-in

No Lock-in

Benchmark

Nifty Short Duration Debt TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

5.7

Standard Deviation (5yr)

6.1

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.168

Sharpe Ratio (5yr)

-0.108

YTM

7.53424

Fund Managers

Sandeep Agarwal

Fund Manager

Dwijendra Srivastava

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Short Duration Fund (Growth)70%810,001 77,3894.2%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2023-03-17

Top Debt Holdings

treps

21.8%
21.8%

7.38 6/20/2027 12:00:00 am

10%
10%

6.69 6/27/2024 12:00:00 am

7.4%
7.4%

lic housing finance limited

5%
5%

sikka ports & terminals limited

5%
5%
See all holdings

Compare Sundaram Short Duration Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 47,245 cr

₹ 14,457 cr

₹ 20,146 cr

₹ 13,095 cr

₹ 47,245 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 58,084 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,239 debt and 45 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    14.6%

    8.1%

    26.4%

    17.2%

    22.5%

    10.8%

    20.7%

    13.2%

    14.6%

    7.1%

    Sundaram Short Duration Fund (G) Review

    Sundaram Short Duration Fund (G) is a Short Term Debt fund and has delivered an annualised return of 6.8% over a period of 19 years. The fund was previously known as Principal S/T Income Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Sandeep Agarwal.

    Nav of Sundaram Short Duration Fund (G) as of 3/17/2023 is ₹37.22 with the total AUM as of 3/20/2023 is ₹200.11. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Short Duration Fund (G) was launched on May 09, 2003. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for Sundaram Short Duration Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Sundaram Short Duration Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to Nifty Short Duration Debt TR INR.

    Sundaram Short Duration Fund (G) is rated as a 1 fund in Debt and delivered 4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Sundaram Short Duration Fund (G).

    Frequently Asked Questions

    What is Sundaram Short Duration Fund (G)?

    Sundaram Short Duration Fund (G) is a Short Term Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

    How to invest in Sundaram Short Duration Fund (G)?

    You can invest in Sundaram Short Duration Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Sundaram Short Duration Fund (G)?

    The minimum sip amount for Sundaram Short Duration Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Sundaram Short Duration Fund (G) good to invest in?

    As per Scripbox experts, Sundaram Short Duration Fund (G) is a Not Recommended fund. You can investSundaram Short Duration Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Sundaram Short Duration Fund (G)?

    The expense ratio of the Sundaram Short Duration Fund (G) is 0.93% for regular plan.