Sundaram Short Duration Fund
2,000
Min SIP
5,000
Min Lumpsum
0.28 %
Expense Ratio
Rating
190
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 7.1% | 7.8% | 5.1% | 6.9% | ||||
| Category Average | 14.1% | 24.8% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
GSEC2027
GSEC2025
GSEC2024
Citicorp Fin. (I
Sikka Ports
Others
Advance Ratio
0.43
Alpha
1.37
SD
0.1
Beta
0.46
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
To generate regular income and capital aprreciation through investments in debt instruments and related securities
Fund Managers
Dwijendra Srivastava
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Debt .
- Short Duration .
-
- 437
-
7.7%Fund Size - 437
-
8.5%Fund Size - 437
-
5.7%Fund Size - 437
-
- Debt .
- Short Duration .
-
- 25
-
6.9%Fund Size - 25
-
8.4%Fund Size - 25
-
7.1%Fund Size - 25
-
- Debt .
- Short Duration .
-
- 2,356
-
7.2%Fund Size - 2,356
-
7.6%Fund Size - 2,356
-
5.7%Fund Size - 2,356
-
- Debt .
- Short Duration .
-
- 16,488
-
8.4%Fund Size - 16,488
-
6.8%Fund Size - 16,488
-
8.1%Fund Size - 16,488
-
- Debt .
- Short Duration .
-
- 5,533
-
7.4%Fund Size - 5,533
-
6.4%Fund Size - 5,533
-
7.6%Fund Size - 5,533
AMC Contact Details
Sundaram Mutual Fund
AUM:
39,953 Cr
Address:
Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com
Frequently Asked Questions
How to invest in Sundaram Short Duration Fund ?
You can invest in Sundaram Short Duration Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Sundaram Short Duration Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Sundaram Short Duration Fund ?
The NAV of Sundaram Short Duration Fund is ₹40.7 as of 01 June 2023.
How to redeem Sundaram Short Duration Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Sundaram Short Duration Fund?
The minimum SIP amount of Sundaram Short Duration Fund is ₹2000
How much returns have Sundaram Short Duration Fund generated ?
The Sundaram Short Duration Fund has delivered 6.9% since inception
What is the expense ratio of Sundaram Short Duration Fund ?
The expense ratio of Sundaram Short Duration Fund is 0.28 % as of 01 June 2023.
What is the AUM of Sundaram Short Duration Fund?
The AUM of Sundaram Short Duration Fund is ₹39,953 Cr as of 01 June 2023
What are the top stock holdings of Sundaram Short Duration Fund?
The top stock holdings of Sundaram Short Duration Fund are
- GSEC2027 - 12.07%
- GSEC2025 - 9.19%
- GSEC2024 - 7.16%
- Citicorp Fin. (I - 5.69%
- Sikka Ports - 4.77%