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Home Mf Research Sundaram Short Term Fund Regular Plan Growth
SUNDARAM MUTUAL FUND

Mutual Fund Research

Sundaram Short Term Fund - Regular Plan - Growth

SUNDARAM MUTUAL FUND Debt Debt Short Duration

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,002.14 +0.21%
Two Week 2026-10-19 ₹1,000.00 ₹1,000.86 +0.09%
One Month 2026-10-05 ₹1,000.00 ₹999.72 -0.03%
Three Months 2026-08-05 ₹3,000.00 ₹3,002.89 +0.10%
Six Months 2026-05-07 ₹6,000.00 ₹6,047.42 +0.79%
One Year 2025-11-03 ₹12,000.00 ₹12,268.63 +2.24%
Three Year 2023-11-06 ₹36,000.00 ₹39,349.17 +9.30%
Since Inception 2021-12-30 ₹59,000.00 ₹68,683.04 +16.41%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

CRISIL AAA 31.55%
ICRA AAA 19.74%
Sovereign 14.03%
Other 9.43%
IND AAA 5.68%
CRISIL A1+ 5.55%
ICRA A1+ 5.51%
ICRA AA+ 2.84%
ICRA AA 2.84%
CRISIL AA+ 2.84%

Top Holdings

Company-wise portfolio exposure

PNB Housing Finance Ltd - 8.15% - 29/07/2027** 5.68%
Power Finance Corporation Ltd - 7.77% - 15/04/2028** 5.68%
Export Import Bank of India - 7.35% - 27/07/2028** 5.66%
REC LTD - 7.28% - 31/08/2029** 5.61%
National Bank for Agriculture & Rural Development - 6.66% - 12/10/2028** 5.56%
Small Industries Development Bank of India - 7.42% - 12/03/2029** 4.50%
Can Fin Homes Ltd - 8.09% - 04/01/2027** 2.84%
National Housing Bank - 7.59% - 14/07/2027** 2.84%
Cholamandalam Investment and Finance Company Ltd - 8.54% - 12/04/2029** 2.84%
LIC Housing Finance Ltd - 7.95% - 29/01/2028** 2.84%
Tata Capital Housing Finance Ltd - 8.2% - 25/09/2029 2.84%
360 One Prime Ltd - 8.95% - 04/06/2027** 2.84%
Hinduja Leyland Finance Ltd - 8.4% - 06/05/2027** 2.84%
National Bank for Agriculture & Rural Development - 7.48% - 15/09/2028 2.82%
LIC Housing Finance Ltd - 6.9% - 17/09/2027 2.82%
National Bank for Financing Infrastructure and Development - 7.37% - 16/07/2029** 2.81%
Small Industries Development Bank of India - 7.04% - 09/02/2029** 2.79%
Power Finance Corporation Ltd - 6.96% - 02/03/2028** 1.69%
Punjab National Bank - 05/02/2027** 5.55%
Union Bank of India - 16/03/2027 5.51%
6.45% Gujarat State Development Loan - 06/01/2030 5.53%
7.32% Government Securities-13/11/2030 2.88%
7.04% Central Government Securities 03/06/2029 2.86%
6.53% Tamil Nadu State Development Loan 06/01/2031 2.75%
TREPS 4.08%
Corporate Debt Market Development Fund - Class A2 0.37%
Cash and Other Net Current Assets^ 4.98%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
N/A
Return volatility
β
Beta
N/A
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
1.9 Years
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Low to Moderate Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
ICICI Prudential Short Term Fund - Regular Plan - Growth 4.45% 6.84% 7.72%
Axis Short Term Fund - Regular Plan - Growth 4.42% 7.02% 7.38%
Axis Short Term Fund - Retail Plan - Growth 4.40% 7.02% 7.36%
Groww Short Term Fund - Regular Plan - Growth 4.30% 6.42% 6.25%
Trustmf Short Term Fund - Regular Plan - Growth 4.09% 6.46% 5.60%
Aditya Birla Sun Life Short Term Fund - Regular Plan - Growth 4.08% 6.76% 7.14%
Baroda Bnp Paribas Short Term Fund (Scheme Has Two Segregated Portfolio) - Regular Plan - Growth 4.04% 6.61% 7.18%
Mahindra Manulife Short Term Fund - Regular Plan - Growth 4.00% 6.47% 5.44%
HSBC Short Term Fund - Regular Plan - Growth 3.99% 6.64% 7.18%
Canara Robeco Short Term Fund - Regular Plan - Growth 3.99% 6.21% 6.55%

Returns are historical and do not guarantee future performance.

View All Debt Short Duration Funds

Fund Family

Compare schemes from SUNDARAM MUTUAL FUND by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Sundaram Global Brand Theme-Equity Active FOF - Regular Plan - Growth 16.72% 18.97% 8.06%
Sundaram Liquid Fund - Regular Plan - Growth 6.31% 6.74% 27.33%
Sundaram Arbitrage Fund - Regular Plan - Growth 6.26% 6.43% 5.95%
Sundaram Money Market Fund - Regular Plan - Growth 6.21% 7.06% 6.20%
Sundaram Overnight Fund - Regular Plan - Growth 5.13% 5.89% 5.12%
Sundaram Ultra Short Term Fund - Regular Plan - Growth 5.13% 5.90% 35.03%
Sundaram Ultra Short To Short Term Fund - Regular Plan - Growth 4.86% 6.40% 29.57%
Sundaram Short Term Fund - Regular Plan - Growth 4.25% 6.68% 5.99%
Sundaram Banking And PSU Debt Fund - Regular Plan - Growth 3.86% 6.67% 7.20%
Sundaram Corporate Bond Fund - Regular Plan - Growth 3.49% 6.57% 6.84%

Returns are historical and do not guarantee future performance.

View All SUNDARAM MUTUAL FUND Funds

Scheme Objective

The investment mandate and purpose of this scheme

To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments. No Guarantee: Investors are neither being offered any guaranteed/indicated returns nor any guarantee on repayment of capital by the Scheme. There is also no guarantee of capital or return either by the mutual fund or by the sponsor or Trustees by the Asset management Company.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
0.80%
Expense Ratio (Direct)
0.28%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty Short Duration Debt Index A-II

Exit Load

Charges that may apply when you redeem units

N/A
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