₹ 187.1 Cr
0.85%
Nifty Short duration Debt Index A-II
INF173K01BA3
5000.0
1000.0
250
Dwijendra Srivastava, Sandeep Agarwal
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | 6.46 | 7.4 | 5.2 |
Benchmark | - | - | - |
Equity
Debt
Others
The fund aims to generate income and capital appreciation from a portfolio of debt and money market instruments. The fund can be slotted between a cash fund and a bond fund.
Company | Holdings (%) |
---|---|
7.18% GOI 14/08/2033 | 16.02 |
Others | 9.83 |
7.06% GOI 10/04/2028 | 7.98 |
7.69% REC Ltd. 31/03/2033 | 5.4 |
7.38% GOI 20/06/2027 | 5.37 |
7.77% Power Finance Corporation Ltd. 15/04/2028 | 5.36 |
7.47% Small Industries Devp. Bank of India Ltd. 25/11/2025 | 5.31 |
7.49% National Bank For Agriculture & Rural Development 15/10/2026 | 5.3 |
8.9% Bharti Telecom Ltd. 04/12/2025 | 3.75 |
7.77% Embassy Office Parks REIT 05/06/2025 | 2.67 |
Sector | Holdings (%) |
---|---|
Financial | 44.81 |
Sovereign | 32.04 |
Others | 16.73 |
Communication | 3.75 |
Construction | 2.67 |
Scheme Name | 5Y (%) |
---|---|
Sundaram Short Duration Fund Gr | 5.2 |
ICICI Pru Short Term Gr | 7.15 |
HDFC Short Term Debt Gr | 7.0 |
UTI Short Duration Fund Reg Gr | 5.17 |
Nippon India Short Term Gr | 6.58 |
ABSL Short Term Gr Reg | 6.89 |
Baroda BNP Paribas Short Duration Gr | 5.95 |
Axis Short Term Reg Gr | 6.68 |
Invesco India Short Duration Gr | 5.96 |
Bandhan Bond Short Term Reg Gr | 6.33 |