Sundaram Short Term Fund

AMC: SUNDARAM Low Risk Debt Short Duration

📊 Quick Summary Of This Page

Sundaram Short Term Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹500
Minimum SIP
0.69%
Expense Ratio
Mr. Kumaresh Ramakrishnan
Fund Manager
Growth
Plan Type
09 May 2003
Launch Date
0%
Exit Load
NAV Momentum
Fund Analysis

Sundaram Short Term Fund does not yet have a 5-year performance history.

The average return for Short Duration funds is 36.25% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 9.53% 3.96%
2 Year Return 22.09% 10.60%
3 Year Return 31.77% 18.11%
4 Year Return 39.36% 26.83%
5 Year Return 46.43% 36.25%
6 Year Return 58.17% 46.67%
7 Year Return 80.81% 59.31%
Expense Ratio 0.69% -
NAV History
Fund Information

AMC: SUNDARAM

Category: Debt • Short Duration

Launch Date: 09 May 2003

Fund Manager: Mr. Kumaresh Ramakrishnan

Minimum Purchase: ₹5,000

Exit Load:

Lock-in: 0

Risk: Low Risk

About This Fund

Sundaram Short Term Fund is managed by SUNDARAM and belongs to the Debt category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

View Similar Funds
🚀 Explore The Complete Mutual Fund Universe
Discover top-ranked mutual funds, compare schemes, analyze portfolio holdings, explore AMCs, identify category leaders and use powerful investment planning tools — all from one place.
Explore CheckPAN
Browse 7,500+ mutual funds, leading AMCs, portfolio companies and investment insights.
Frequently Asked Questions

Sundaram Short Term Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Sundaram Short Term Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Sundaram Short Term Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Sundaram Short Term Fund, based on the latest portfolio data.

Sundaram Short Term Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Sundaram Short Term Fund is , which represents the annual cost charged for managing the fund.

Sundaram Short Term Fund manages assets worth approximately , representing the total investor capital under management.

Sundaram Short Term Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

Sundaram Short Term Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Sundaram Short Term Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Sundaram Short Term Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Sundaram Short Term Fund and making investment decisions.

Yes, Sundaram Short Term Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Sundaram Short Term Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Sundaram Short Term Fund to estimate returns and wealth creation over different time periods.