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 (30-08-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 500.0 |
| Total Assets: 178.26 Cr As on 31-08-2026(Source:AMFI) |
| Turn over: - | Exit Load: NIL |
47.1146
0.02 (0.0492%)
7.13%
Benchmark: 8.0%
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 | 7.12 |
| Average Maturity | 1.98 |
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 | 5.07 | 6.32 | 6.84 | 7.36 | 5.9 |
| Bandhan Short Term Fund - Regular Plan - Growth | 14-12-2000 | 5.78 | 6.82 | 7.2 | 5.97 | 6.64 |
| ICICI Prudential Short Term Fund - Growth Option | 01-10-2001 | 5.63 | 6.87 | 7.14 | 6.43 | 7.03 |
| Axis Short Term Fund - Retail Plan - Growth Option | 05-03-2010 | 5.41 | 6.94 | 7.17 | 6.14 | 6.83 |
| Axis Short Term Fund - Regular Plan - Growth Option | 22-01-2010 | 5.41 | 6.94 | 7.18 | 6.15 | 6.83 |
| HDFC Short Term Fund - Regular Plan - Growth Option | 05-06-2010 | 5.34 | 6.71 | 7.15 | 6.18 | 7.05 |
| Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | 09-05-2003 | 5.26 | 6.6 | 6.95 | 6.14 | 6.8 |
| Nippon India Short Term Fund -Growth Plan | 01-12-2002 | 5.2 | 6.72 | 7.06 | 5.99 | 6.6 |
| HSBC Short Term Fund - Regular Growth | 01-01-2013 | 5.02 | 6.5 | 6.85 | 5.67 | 6.44 |
| Mahindra Manulife Short Term Fund - Regular Plan - Growth | 23-02-2021 | 4.97 | 6.28 | 6.67 | 5.6 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
