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InvestVerdict

Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund)

Regular Plan · GROWTH · Mutual fund · Scheme code 149585

NAV₹47.0366as on 28 Oct 2026
Fund houseSundaram Mutual Fund
CategoryMutual fund
Plan & optionRegular · GROWTH
History4.6 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 0.251.972.46 5.296.89— ——6.18

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 1.2% 0.32 0.53 — — -0.7% —

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.

Growth of ₹100 since launch

9711012213520242026InvestVerdict

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
884 3.5% 6.8% 9.7% 0%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund)

Regular Plan · GROWTH

Allocation

By asset

Debt84.89%
Cash & Equivalents9.06%
Equity5.68%
Unclassified0.37%

By market cap

Unclassified181.73%

Concentration

Number of stocks25
Top 5 stocks28.19%
Top 10 stocks52.16%
Top 20 stocks80.54%
Lines in the filing27
Largest holding5.68%
Largest sectorCRISIL AAA 31.55%
Effective stocks25.9
Sectors held10
Cash9.06%

Effective stocks is what the concentration works out to: a fund holding 25 names but most of its money in a few behaves like a fund of 26. Cash includes repo and TREPS, which every fund parks money in overnight.

Sector split

CRISIL AAA — 31.6%ICRA AAA — 19.7%Sovereign — 14.0%Cash & Equivalents — 9.1%IND AAA — 5.7%CRISIL A1+ — 5.6%ICRA A1+ — 5.5%Other — 8.9%CRISIL AAA31.6%ICRA AAA19.7%Sovereign14.0%Cash & Equivalents9.1%IND AAA5.7%CRISIL A1+5.6%ICRA A1+5.5%Other8.9%
CRISIL AAA31.55%
ICRA AAA19.74%
Sovereign14.03%
Cash & Equivalents9.06%
IND AAA5.68%
CRISIL A1+5.55%
ICRA A1+5.51%
ICRA AA2.84%
CRISIL AA+2.84%
ICRA AA+2.84%
Unclassified0.37%
InvestVerdict

Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund)

Regular Plan · GROWTH · holdings

Top 30 holdings

#CompanySectorShares held Value
₹ cr		% of fund
1 PNB Housing Finance Ltd - 8.15% - 29/07/2027 IND AAA 1,000 10 5.68%
2 Power Finance Corporation Ltd - 7.77% - 15/04/2028 ICRA AAA 1,000 10 5.68%
3 Export Import Bank of India - 7.35% - 27/07/2028 ICRA AAA 1,000 10 5.66%
4 REC LTD - 7.28% - 31/08/2029 CRISIL AAA 1,000 10 5.61%
5 National Bank for Agriculture & Rural Development - 6.66% - 12/10/2028 ICRA AAA 1,000 10 5.56%
6 Punjab National Bank - 05/02/2027 CRISIL A1+ 200 10 5.55%
7 6.45% Gujarat State Development Loan - 06/01/2030 Sovereign 1,000,000 10 5.53%
8 Union Bank of India - 16/03/2027 ICRA A1+ 200 10 5.51%
9 Cash and Other Net Current Assets Unclassified — 9 4.98%
10 Small Industries Development Bank of India - 7.42% - 12/03/2029 CRISIL AAA 800 8 4.50%
11 TREPS Unclassified — 7 4.08%
12 7.32% Government Securities-13/11/2030 Sovereign 500,000 5 2.88%
13 7.04% Central Government Securities 03/06/2029 Sovereign 500,000 5 2.86%
14 Can Fin Homes Ltd - 8.09% - 04/01/2027 ICRA AAA 500 5 2.84%
15 National Housing Bank - 7.59% - 14/07/2027 CRISIL AAA 500 5 2.84%
16 Cholamandalam Investment and Finance Company Ltd - 8.54% - 12/04/2029 ICRA AA+ 500 5 2.84%
17 LIC Housing Finance Ltd - 7.95% - 29/01/2028 CRISIL AAA 50 5 2.84%
18 Tata Capital Housing Finance Ltd - 8.2% - 25/09/2029 CRISIL AAA 500 5 2.84%
19 360 One Prime Ltd - 8.95% - 04/06/2027 ICRA AA 500 5 2.84%
20 Hinduja Leyland Finance Ltd - 8.4% - 06/05/2027 CRISIL AA+ 500 5 2.84%
21 National Bank for Agriculture & Rural Development - 7.48% - 15/09/2028 CRISIL AAA 500 5 2.82%
22 LIC Housing Finance Ltd - 6.9% - 17/09/2027 CRISIL AAA 500 5 2.82%
23 National Bank for Financing Infrastructure and Development - 7.37% - 16/07/2029 CRISIL AAA 500 5 2.81%
24 Small Industries Development Bank of India - 7.04% - 09/02/2029 CRISIL AAA 500 5 2.79%
25 6.53% Tamil Nadu State Development Loan 06/01/2031 Sovereign 500,000 5 2.75%
26 Power Finance Corporation Ltd - 6.96% - 02/03/2028 CRISIL AAA 300 3 1.69%
27 Corporate Debt Market Development Fund - Class A2 Unclassified 544 1 0.37%
InvestVerdict

Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund)

Regular Plan · GROWTH · where the money sits

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 30 Oct 2026.