Mutual Fund Details

Sundaram Short Duration Fund Direct-Growth

Name: Sundaram Short Duration Fund Direct-Growth
Brand: Sundaram Mutual Fund

Debt Short Duration

NAV

₹44.1492

as on 26 Jul 2024, 10:45 PM

₹0.0293(0.07%)

Last Change

Scheme Ratings

rated by Value Research

Short Duration

Rankings based on | as on Invalid date

Schemes Managed By

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,25,160

₹1,27,363

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹27,364

Profit (absolute return)

27.36%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

2.34%

In the last 6 months

4.15%

In the last 1 year

7.50%

In the last 3 years

27.36%

In the last 5 years

43.96%

In the last 10 years

99.97%

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at moderate risk

Scheme Information

Sundaram Short Duration Fund Direct-Growth

as of 30 Jun 2024, 05:30 AM

₹187.41 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

No charges on withdrawal

0.29%

Expense Ratio

Plan

Growth

12.38%

Cash Holding

Benchmark

NIFTY Short Duration Debt Index A-II

Scheme Document

View

Benchmark

NIFTY Short Duration Debt Index A-II

Exit Load

No charges on withdrawal

Scheme Document

View

Companies Holding in this Mutual Fund

as on 30 Jun 2024

Sort By

Value

Company

GOI

32.22%

₹60.38 Cr

REC Ltd.

8.09%

₹15.16 Cr

Power Finance Corporation Ltd.

8.00%

₹14.99 Cr

National Housing Bank

5.34%

₹10.01 Cr

Others

46.35%

₹86.87 Cr

View All

Companies Holding in this Mutual Fund

as on 30 Jun 2024

Sort By

Value

Company

GOI

32.22%

₹60.38 Cr

REC Ltd.

8.09%

₹15.16 Cr

Power Finance Corporation Ltd.

8.00%

₹14.99 Cr

National Housing Bank

5.34%

₹10.01 Cr

Others

46.35%

₹86.87 Cr

View All

Funds in this Category

This fund's returns:

8.39%

Return Duration

3 Years

Bank of India Short Term Income Fund Direct-Growth

UTI Short Duration Direct-Growth

ICICI Prudential Short Term Fund Direct Plan-Growth

About Sundaram Short Duration Fund Direct-Growth

Sundaram Short Duration Fund Direct-Growth is a Debt mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers Sandeep Agarwal and Dwijendra Srivastava. It has an AUM of ₹187.41 Crores and the latest NAV decalared is ₹44.149 as on 27 Jul 2024 at 11:21 am.

Sundaram Short Duration Fund Direct-Growth scheme return performance in last 1 year is 7.50%, in last 3 years is 27.36% and 118.25% since scheme launch. The min. SIP amount to invest in this scheme is ₹250.