Sundaram Short Duration-Bonus

Fund Category: Short Duration

Fund Category Short Duration

Moderate Debt Bonus

3 Morning Star

4 Value Research

NAV( 29 May 2025)

₹ 16.02

0.94%

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Sundaram Short Duration-Bonus

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Performance

7.43%3y Returns

-0.01% 1D Returns

Investment details

Min SIP amount

₹ 250
Min Lumpsum

₹ 5000
Lock In

0
Expense ratio

0.89%
Exit load

NIL

L After 365 days

Fund details

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Fund size

₹ 211 Cr
Plan

REGULAR
Launch date

1 Jan 2022
Fund type

OPEN
Fund benchmark

NIFTY Short Duration Debt Index A-II
ISIN

INF903JA1KI5

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
GOI Sec 7.18 24/07/2037	2.51%
GOI Sec 7.38 20/06/2027	3.4%
Muthoot Finance Ltd Debenture 8.65 31/01/2028	2.39%
Cholamandalam Investment & Finance Company Ltd SR 639 Bonds 8.54 12/04/2029	2.42%
Power Finance Corporation Ltd SR-147 Bonds 8.03 02/05/2026	2.39%
Export-Import Bank Of India SR AA02 Bonds 7.35 27/07/2028	4.81%
Cash/Net Current Assets	2.43%
Can Fin Homes Ltd FRB 8.45 27/05/2026	1.44%
Embassy Office Parks REIT SR VII Debenture 7.77 05/06/2025	2.37%
Bharti Telecom Ltd SR XVI Debenture 8.90 04/12/2025	5.23%
National Housing Bank Debenture 7.59 14/07/2027	2.4%
LIC Housing Finance Ltd Debenture 7.95 29/01/2028	2.41%
Shriram Finance Ltd SR PPD XXI OP2 Debenture 9.20 22/05/2026	2.39%
Tamilnadu State SDL 7.44 20/03/2034	2.48%
GOI Sec 7.32 13/11/2030	2.5%
GOI Sec 7.10 08/04/2034	12.41%
GOI Sec 7.37 23/10/2028	7.38%
CDMDF Class A2	0.29%
LIC Housing Finance Ltd Debenture 6.17 03/09/2026	2.34%
National Bank For Agriculture & Rural Development SR 24E Debenture 7.80 15/03/2027	2.4%
Power Finance Corporation Ltd SR BS216 Debenture 7.13 15/07/2026	2.37%
Can Fin Homes Ltd SR 2 Debenture 8.09 04/01/2027	2.39%
Repo	7.24%
Power Finance Corporation Ltd SR BS227B Debenture 7.77 15/04/2028	4.84%
REC Ltd SR 221 Debenture 7.51 31/07/2026	2.38%
Small Industries Devp. Bank of India Ltd SR I Debenture 7.43	2.38%
National Bank For Agriculture & Rural Development SR 24H Debenture 7.62 10/05/2029	4.84%
REC Ltd SR 218 A Debenture 7.56 30/06/2026	2.38%
PNB Housing Finance Ltd SR LXV Debenture 8.15 29/07/2027	4.78%

Sectors

Company	Allocation %
Others	12.44%
Construction	2.37%
Sovereign	28.20%
Financial	51.75%
Communication	5.23%

Risk Associated

Moderate

Investors be aware that principal under this fund will be at Moderate risk
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

47
AUM

₹ 67,047 Cr
Website

http://www.sundarammutual.com

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

Fund Manager

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Dwijendra Srivastava

Funds Offered

20
AUM

₹ 26,954 Cr
Highest Return

15.0%

About

Dwijendra Srivastava Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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Frequently Asked Questions

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What is the current NAV of Sundaram Short Duration-Bonus?

The current NAV of Sundaram Short Duration-Bonus is ₹ 16.0161

How much does Sundaram Short Duration-Bonus charge as expense ratio?

The expense ratio of Sundaram Short Duration-Bonus is 0.89%

How to Redeem Sundaram Short Duration-Bonus Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Sundaram Short Duration-Bonus?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

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Can I invest in Sundaram Short Duration-Bonus through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Sundaram Short Duration-Bonus based on your investment objective and risk profile.

What is the return of Sundaram Short Duration-Bonus?

For Sundaram Short Duration-Bonus, 3-year return is 7.43% per annum and 5-year return is 8.1% per annum. Check the return performance in detail on the page.