Sundaram Short Duration Fund Growth Plan
Fund House: Sundaram Mutual Fund| Category: Debt: Short Duration |
| Launch Date: 01-01-2013 |
| Asset Class: Fixed Income |
| Benchmark: Nifty Short duration Debt Index A-II |
| TER: 0.8% As on (30-06-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 184.09 Cr As on 30-06-2026(Source:AMFI) |
| Turn over: - | Exit Load: NIL |
46.8217
-0.01 (-0.0162%)
7.15%
Benchmark: 8.06%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 3 YEAR SDL
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 3 Months
11 Years 2 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | 7.09 |
| Average Maturity | 2.05 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Sundaram Short Duration Fund Growth Plan | 01-01-2013 | 4.84 | 6.92 | 6.88 | 7.4 | 5.99 |
| ICICI Prudential Short Term Fund - Growth Option | 01-10-2001 | 5.52 | 7.25 | 7.29 | 6.55 | 7.15 |
| Axis Short Duration Fund - Retail Plan - Growth Option | 05-03-2010 | 5.3 | 7.35 | 7.23 | 6.22 | 6.92 |
| Axis Short Duration Fund - Regular Plan - Growth Option | 22-01-2010 | 5.3 | 7.35 | 7.24 | 6.23 | 6.93 |
| HDFC Short Term Debt Fund - Growth Option | 05-06-2010 | 5.27 | 7.24 | 7.31 | 6.31 | 7.16 |
| Bandhan Short Duration Fund - Regular Plan - Growth | 14-12-2000 | 5.18 | 7.23 | 7.2 | 6.0 | 6.71 |
| Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | 09-05-2003 | 5.16 | 7.11 | 7.08 | 6.26 | 6.97 |
| Nippon India Short Duration Fund-Growth Plan | 01-12-2002 | 5.06 | 7.22 | 7.17 | 6.11 | 6.73 |
| MahIndra Manulife Short Duration Fund - Regular Plan - Growth | 23-02-2021 | 5.01 | 6.8 | 6.82 | 5.71 | - |
| HSBC Short Duration Fund - Regular Growth | 01-01-2013 | 4.92 | 6.98 | 6.93 | 5.74 | 6.54 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
