- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Short Duration Fund (G)
Sundaram Short Duration Fund (G)
₹ 15.87
NAV (May 09)
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.
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 | 1.14 % |
Launched | - |
AUM in Crores | 211.4 |
ISIN | INF903JA1KI5 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Short Duration Debt Index A-II |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 1 |
Beta | 2.1 |
Sharpe Ratio | - |
YTM | - |
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 | |
|---|---|---|
₹ 10,935 cr | ||
₹ 7,768 cr | ||
₹ 15,014 cr | ||
₹ 4,544 cr | ||
₹ 13,293 cr |
Sundaram Short Duration Fund (G) Review
Sundaram Short Duration Fund (G) is a Short Term Debt fund and has delivered an annualised return of 7.24%. The fund is managed by Sundaram Mutual Fund. The fund managers are Dwijendra Srivastava, Sandeep Agarwal.
Nav of Sundaram Short Duration Fund (G) as of 5/9/2025 is ₹15.87 with the total AUM as of 5/10/2025 is ₹211.4. With Scripbox you can compare and check the latest nav for all mutual funds in India. The category risk of the fund is Moderate.
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 Index A-II.
Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Debt category and delivered 9.02% 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).