Sundaram Short Term Fund-Growth
Debt
Short Term
₹0.05% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Yield & Duration
Fund Overview
- Rating
4 - Minimum Investment₹5000
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹181 Cr
- Created on2 May 2003
Fund Ranking
#10
/ 25 in Short Term
Risk Level
Low to Moderate
Low to Moderate
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Returns
Trailing Return
Rolling Return
- 6 Month2.5%
- 1 Year5.4%
- 3 Year (CAGR)6.9%
- All Time (CAGR)7.1%
Category Return
- 6 Month2.4%
- 1 Year5.1%
- 3 Year (CAGR)6.7%
- All Time (CAGR)7.1%
Asset Allocation
- Debt90.8%
- Other9.2%
Top 5 Holdings
- Can Fin Homes2.77%
- Cholamandalam Investment and Finance Company2.79%
- LIC Housing Fin.2.76%
- LIC Housing Fin.2.78%
- GOI6.06%
Fund Information
- Expense Ratio0.80%
- Exit LoadNo Exit Load
- Lock-In PeriodNo Lock-In
Managed By
Dwijendra Srivastava
Jan 2022 - Present
Sandeep Agarwal
Jan 2022 - Present
Kumaresh Ramakrishnan
June 2026 - Present
Ronak Shah
Aug 2026 - Present
Yield & Duration Metrics
- Mod Duration
Modified Duration measures a bond or debt fund’s price sensitivity to changes in interest rates. A higher value indicates greater price volatility when interest rates move. 1.68 - Net YTM
Net Yield to Maturity (Net YTM) represents the annualized return an investor can expect from a debt fund if the portfolio is held until maturity, after accounting for expenses. Higher values indicate better potential returns. 6.32