
S
Sundaram Short Duration Fund Direct - Growth
5 Year Absolute Returns
NAV (₹) on 27 Feb 2026
49.8375
1 Day NAV Change (₹)
0.00984
Morningstar
4
Value Research
About Fund
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
Based on Annualised Returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 35.72 L
6.70%
Total Investment
₹ 30,00,000
Returns
₹ 5,71,818 (19.06%)
Maturity Value
₹ 35,71,818
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Returns Comparison
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*The above returns are absolute.
Returns Vs Nifty 50
Historical Returns
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Start SIP with as Low as ₹100.
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Asset Allocation
AUM
₹199.18 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
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Fund Comparison
Fund Details
52W High NAV
₹ 49.8375
Min. SIP Amount
₹ 250.00
Min. Lumpsum Amount
₹ 5,000.00
AUM (in Cr.)
₹ 199.18
Expense Ratio
0.31%
Lock-in Period
No Lock in Period
52W Low NAV
₹ 46.3148
Inception Date
01 Jan 2013
Fund Age
13 Yrs
Benchmark
NIFTY Short Duration Debt Index A-II
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- Nil
Tax Implication
- Returns to be taxed as per your normal Income Tax slab.
Fund Managers
Name
Dwijendra Srivastava
Qualification
B.Tech, PGDM (Finance), CFA
Name
Sandeep Agarwal
Qualification
B.Com., ACA & CS.
Fund Objective
To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
Risk-O-Meter
Investors understand that their principal will be at
Moderate Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Sundaram Mutual Fund
Funds Managed
33
Assets Managed (₹ Cr)
₹ 75,715.44
Contact Details
Registered Address
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
Open NFOs
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View AllFAQs
When was Sundaram Short Duration Fund launched?
What is the current NAV of Sundaram Short Duration Fund?
What is the AUM of Sundaram Short Duration Fund?
What is the rate of return of Sundaram Short Duration Fund?
- In the past 1Y: 7.63%
- In the past 3Y: 7.98%
- In the past 5Y: 6.70%
What is the expense ratio of Sundaram Short Duration Fund?
What is exit load of Sundaram Short Duration Fund?
How risky is investing in Sundaram Short Duration Fund?
Who is the fund manager Sundaram Short Duration Fund?
What is the minimum investment required in Sundaram Short Duration Fund?
How to invest in Sundaram Short Duration Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.



