Sundaram Short Duration-IDCWM Transfer

Fund Category: Short Duration

Fund Category Short Duration

Moderate Debt IDCW Monthly

2 Morning Star

4 Value Research

NAV( 11 Jul 2025)

₹ 13.07

0.48%

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Sundaram Short Duration-IDCWM Transfer

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Performance

7.49%3y Returns

-0.0% 1D Returns

Investment details

Min SIP amount

₹ 250
Min Lumpsum

₹ -
Lock In

0
Expense ratio

0.89%
Exit load

NIL

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 217 Cr
Plan

REGULAR
Launch date

13 May 2003
Fund type

OPEN
Fund benchmark

NIFTY Short Duration Debt Index A-II
ISIN

INF173K01BD7

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Tamilnadu State SDL 7.44 20/03/2034	2.41%
GOI Sec 7.37 23/10/2028	7.21%
GOI Sec 7.32 13/11/2030	2.43%
GOI Sec 7.10 08/04/2034	12.04%
GOI Sec 7.04 03/06/2029	2.39%
GOI Sec 7.38 20/06/2027	3.32%
GOI Sec 7.18 24/07/2037	2.41%
LIC Housing Finance Ltd Debenture 7.95 29/01/2028	2.35%
LIC Housing Finance Ltd Debenture 6.17 03/09/2026	2.29%
Power Finance Corporation Ltd SR BS216 Debenture 7.13 15/07/2026	2.32%
REC Ltd SR 218 A Debenture 7.56 30/06/2026	2.33%
Power Finance Corporation Ltd SR BS227B Debenture 7.77 15/04/2028	4.73%
REC Ltd SR 221 Debenture 7.51 31/07/2026	2.33%
Small Industries Devp. Bank of India Ltd SR I Debenture 7.43	2.32%
Bharti Telecom Ltd SR XVI Debenture 8.90 04/12/2025	5.09%
National Bank For Agriculture & Rural Development SR 24E Debenture 7.80 15/03/2027	2.34%
National Bank For Agriculture & Rural Development SR 24H Debenture 7.62 10/05/2029	4.72%
National Housing Bank Debenture 7.59 14/07/2027	2.35%
Shriram Finance Ltd SR PPD XXI OP2 Debenture 9.20 22/05/2026	2.33%
PNB Housing Finance Ltd SR LXV Debenture 8.15 29/07/2027	4.67%
Muthoot Finance Ltd Debenture 8.65 31/01/2028	2.33%
Can Fin Homes Ltd SR 2 Debenture 8.09 04/01/2027	2.33%
Hinduja Leyland Finance Ltd SR II Debenture 8.40 06/05/2027	2.32%
Repo	7.36%
Power Finance Corporation Ltd SR-147 Bonds 8.03 02/05/2026	2.33%
CDMDF Class A2	0.28%
Cholamandalam Investment & Finance Company Ltd SR 639 Bonds 8.54 12/04/2029	2.36%
Export-Import Bank Of India SR AA02 Bonds 7.35 27/07/2028	4.71%
Cash/Net Current Assets	2.2%
Can Fin Homes Ltd FRB 8.45 27/05/2026	1.4%

Sectors

Company	Allocation %
Others	12.25%
Sovereign	29.80%
Financial	52.86%
Communication	5.09%

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

48
AUM

₹ 70,361 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

21
AUM

₹ 28,341 Cr
Highest Return

15.37%

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-IDCWM Transfer?

The current NAV of Sundaram Short Duration-IDCWM Transfer is ₹ 13.0666

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

The expense ratio of Sundaram Short Duration-IDCWM Transfer is 0.89%

How to Redeem Sundaram Short Duration-IDCWM Transfer 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-IDCWM Transfer?

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-IDCWM Transfer through both SIP and lump sum?

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

What is the return of Sundaram Short Duration-IDCWM Transfer?

For Sundaram Short Duration-IDCWM Transfer, 3-year return is 7.49% per annum and 5-year return is 7.13% per annum. Check the return performance in detail on the page.