Sundaram Short Duration Growth Direct Plan
SIP amount
Min. ₹250
Lumpsum amount
Min. ₹5,000

Sundaram Short Duration Growth Direct Plan

NAV
₹47.9340
-0.06%
(13 Jun)
AUM
214 Cr
TER
0.3%
Risk
Moderate Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+10.8%
+10.1%
+9.8%
+9.8%
+9.7%
3Y
+10.4%
+8.3%
+8.4%
+8.1%
+8.8%
5Y
+10.7%
+7.2%
+7.7%
+8.0%
+7.6%
ALL
+7.0%
+8.3%
+8.7%
+7.2%
+8.6%
VOL
3.6%
1.5%
1.6%
1.4%
1.6%
TER
0.5%
0.4%
0.4%
0.3%
0.5%
AUM
₹137 Cr
₹6,692 Cr
₹9,193 Cr
₹214 Cr
₹21,284 Cr
INFO
1.96
5.68
5.31
5.20
5.25
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Short Duration (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 15th May
Top holdings
7.1% Govt Stock 2034
12.3%
7.37% Govt Stock 2028
7.3%
Treps
5.9%
Bharti Telecom Limited - NCD & Bonds - NCD & Bonds
5.2%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
4.8%
Power Finance Corporation Ltd. - NCD & Bonds - NCD & Bonds
4.8%
Export-Import Bank Of India - NCD & Bonds - NCD & Bonds
4.8%
PNb Housing Finance Limited - NCD & Bonds - NCD & Bonds
4.7%
7.38% Govt Stock 2027
3.4%
7.18% Govt Stock 2037
2.5%
Other information
Minimum SIP
₹250
Minimum lumpsum
₹5,000
Additional lumpsum
₹500
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
Fund manager(s)
Dwijendra Srivastava
Sandeep Agarwal

FAQs