Sundaram Short Term Fund - Regular Plan Growth
Principal Mutual Fund
₹47.15 (+0.03%)
NAV as of 9 Oct 2026
Minimum Investment: ₹5,000
Return
4.66% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 0.85%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹5,000
- Category
- Short Duration
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,026
Invested ₹1,000
▲+2.59%1 year
₹1,047
Invested ₹1,000
▲+4.66%3 years
₹1,069
Invested ₹1,000
▲+6.90%5 years
₹1,060
Invested ₹1,000
▲+6.00%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to ModerateThis fund
- Moderate
- Moderate to High
- High
- Very High
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | CRISIL Short Dur Debt A-II TR INR |
|---|---|
| Secondary Index Name | CRISIL Short Dur Debt A-II TR INR |
| Index Name | Nifty Short Duration Debt TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | +4.66% | +6.90% | +6.00% | — |
| Cumulative returns (%) | +4.66% | +22.16% | +33.80% | +68.72% |
Fund Manager
| Manager | Ronak Shah |
|---|---|
| Role | Manager |
| Manager Tenure | 0.13 yrs |
About Fund
| Date of Incorporation | 9 May 2003 |
|---|---|
| Fund House | Principal Mutual Fund |
| Custodian | SBI-SG Global Securities Services Private Limited |
| Registrar / Transfer Agent | Sundaram Asset Management Company Ltd |
| Address | “B Wing”, “Jeevan Seva” Annexe Bldg.,Ground Floor, S.V. Road,Santacruz (W),,Mumbai – 400054 |
Top Holdings
| Company | Weightage (%) |
|---|---|
| 6.79% Gs 2034 | 10.15% |
| 6.36% Govt Stock 2031 | 8.80% |
| 7.0% Tamilnadu Sgs 2029 | 8.33% |
| 7.37% Govt Stock 2028 | 7.99% |
| Union Bank of India | 7.37% |
| Pnb Housing Finance Limited | 5.68% |
| Power Finance Corporation Limited | 5.68% |
| Export Import Bank Of India | 5.66% |
| Rec Limited | 5.61% |
| National Bank For Agriculture And Rural Development | 5.56% |
| 6.45% Gujarat Sdl 2030 | 5.53% |
| National Bank For Agriculture And Rural Development | 5.33% |
| Punjab National Bank | 4.68% |
| Small Industries Development Bank Of India | 4.50% |
| Small Industries Development Bank Of India | 4.34% |
| India (Republic of) 6.53% | 3.89% |
| 7.38% Govt Stock 2027 | 3.70% |
| Bharti Telecom Limited | 3.08% |
| 7.32% Govt Stock 2030 | 2.88% |
| 7.04% Govt Stock 2029 | 2.86% |
| Can Fin Homes Limited | 2.84% |
| Cholamandalam Investment And Finance Company Limited | 2.82% |
| 7.1% Govt Stock 2034 | 2.71% |
| Muthoot Finance Limited | 2.68% |
| Muthoot Finance Limited | 2.67% |
| 7.18% Gs 2037 | 2.58% |
Investment Strategy
To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.