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NAV as on Sep 24, 2025
Benchmark
NIFTY Short Duration Debt Index A-II
Expense Ratio
0.89%
Fund Category
Fund Size
Rs 200 Crores
Exit Load
0.00%
Min. Investment
Rs 5,000
Nav Chart
Sundaram Short Duration Fund - Regular Plan Fund Details
Investment Objective - To generate regular income and capital appreciation / accretion through investment in debt instruments and related securities besides preservation of capital.
Fund House
Return Since Launch
1.24%
Launch Date
May 9, 2003
Type
Open Ended
Riskometer
Moderate
Performance Analysis
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | SI | |
|---|---|---|---|---|---|---|---|---|---|
| Fund Returns (%) | 0.14 | 0.62 | 1.11 | 2.28 | 1.19 | 0.87 | 0.54 | 0.20 | 1.24 |
| Category Average (%) | 0.13 | 0.53 | 1.14 | 4.17 | 7.67 | 7.32 | 5.27 | NA | 7.09 |
| Rank within Category | 62 | 32 | 104 | 146 | 155 | 165 | 126 | 142 | 177 |
* Returns over 1 year are CAGR
Peer Comparision
Scheme Name(IDCW Regular) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 12.13 | 22,339 | 0.15 | 0.49 | 0.21 | -0.16 | -0.01 | 0.13 | 0.04 | 0.03 | 0.81 | 1.15 | |
| 12.50 | 18,221 | 0.11 | 0.45 | 0.89 | 3.95 | 7.53 | 7.29 | 4.17 | 2.13 | 0.96 | 1.12 | |
| 19.31 | 17,999 | 0.13 | 0.47 | 1.14 | 4.28 | 8.05 | 3.47 | 3.73 | 6.14 | 6.30 | 0.73 | |
| 10.23 | 12,287 | -0.02 | 0.15 | 0.14 | 0.06 | 0.03 | 0.13 | 0.01 | 0.08 | 0.15 | 0.93 | |
| 21.02 | 12,287 | 0.15 | 0.56 | 1.26 | 4.52 | 8.46 | 7.67 | 6.14 | 7.22 | 7.25 | 0.91 | |
| 15.33 | 10,711 | 0.12 | 0.45 | 1.11 | 4.10 | 7.88 | -3.54 | -2.44 | 0.14 | 1.93 | 0.99 | |
| 21.79 | 8,851 | 0.15 | 0.49 | 1.11 | 4.33 | 8.22 | 7.64 | 6.24 | 7.06 | 6.83 | 0.96 | |
| 11.11 | 4,451 | 0.15 | 0.46 | 0.31 | -0.20 | -0.19 | 0.13 | -0.67 | 0.43 | 0.77 | 0.75 | |
| 12.43 | 3,698 | 0.10 | 0.38 | 0.91 | -3.14 | 0.17 | 1.31 | -0.02 | 0.52 | 0.95 | 0.99 | |
| 21.87 | 3,413 | 0.12 | 0.42 | 0.90 | 3.52 | 7.13 | 7.09 | 5.42 | 4.67 | 3.44 | 1.18 |
Sep 24, 2025
Return Calculator
Over the past
Invested
₹5000
- Invested Amount
- Estimated Return
Total investment of ₹5000
Would have become ₹5,115 (+2.29%)
Fund Manager
Mr. Dwijendra holds Chartered Financial Analyst from CFA Institute, USA. He is also a Textile Engineer with Post Graduate Diploma in Finance. He was associated with Deutsche Asset Management (India) Ltd., as Vice President and Fund Manager since 2007, spearheading debt schemes. He was also involved in new product development. Before that he was with JM and Tata Asset Management Company Private Ltd., as fund manager.
View MoreHere is the list of funds managed by Dwijendra Srivastava
Scheme Name(IDCW Regular) | Category | NAV(Rs) | AUM(Rs Cr) | 1Y(%) | 5Y(%) |
|---|---|---|---|---|---|
| Hybrid - Multi Asset Allocation | 12.64 | 2,669 | 7.48 | NA | |
| Equity - Flexi Cap | 14.13 | 2,069 | -6.90 | NA | |
| Equity - Sectoral/Thematic | 11.13 | 1,784 | 0.37 | NA | |
| Hybrid - Equity Savings | 17.12 | 1,140 | 1.11 | 6.62 | |
| Equity - Sectoral/Thematic | 10.13 | 861 | NA | NA | |
| Debt - Short Duration | 13.17 | 200 | 2.29 | 0.54 | |
| Equity - ELSS | 29.04 | 75 | -4.66 | 30.35 | |
| Equity - ELSS | 25.88 | 36 | -3.87 | 32.17 | |
| Equity - ELSS | 27.47 | 35 | -4.37 | 30.84 | |
| Equity - ELSS | 27.15 | 33 | -3.33 | 31.11 |
Sep 24, 2025
Top Performing Related Funds
Scheme Name(IDCW Regular) | NAV (Rs) | AUM (Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 64.40 | 12,501 | -1.89 | -0.13 | -5.28 | 4.06 | -16.55 | 11.47 | 18.42 | 7.22 | 8.37 | 1.75 | |
| 31.10 | 6,651 | -1.09 | 0.76 | 2.38 | 8.44 | -11.04 | 7.50 | 14.63 | 6.44 | 6.30 | 1.81 | |
| 24.28 | 4,333 | -0.16 | 0.83 | 1.40 | 14.21 | -5.92 | 10.32 | 18.35 | NA | 13.51 | 1.88 | |
| 16.42 | 3,302 | -1.38 | -0.45 | -0.47 | -2.58 | -13.70 | 6.07 | NA | NA | 10.53 | 1.91 | |
| 33.45 | 3,282 | -0.99 | 1.86 | -4.04 | 7.34 | -16.73 | 9.45 | 17.91 | 5.06 | 6.03 | 1.95 | |
| 67.65 | 2,810 | -1.63 | 0.70 | 2.41 | 5.18 | -10.50 | 8.60 | 15.81 | 6.37 | 7.97 | 1.99 |
Sep 24, 2025
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