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)₹179 Cr
- Created on2 May 2003
Fund Ranking
#9
/ 25 in Short Term
Risk Level
Low to Moderate
Low to Moderate
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Returns
Trailing Return
Rolling Return
- 6 Month2.8%
- 1 Year4.8%
- 3 Year (CAGR)6.8%
- All Time (CAGR)7.1%
Category Return
- 6 Month2.8%
- 1 Year4.6%
- 3 Year (CAGR)6.6%
- All Time (CAGR)7.1%
Asset Allocation
- Debt93.9%
- Other6.1%
Top 5 Holdings
- Can Fin Homes2.81%
- Cholamandalam Investment and Finance Company2.82%
- Kotak Mahindra Bank2.71%
- LIC Housing Fin.2.80%
- LIC Housing Fin.2.81%
Fund Information
- Expense Ratio0.80%
- Exit LoadNo Exit Load
- Lock-In PeriodNo Lock-In
Managed By
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