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 (29-09-2026) |
| 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 |
47.1522
0.01 (0.0286%)
7.11%
Benchmark: 7.95%
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 | 4.66 | 6.11 | 6.89 | 5.96 | 5.82 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
