Investment Objective and Approach

The Sundaram Short Duration Fund is a debt mutual fund scheme that focuses on maintaining a portfolio of debt and money market instruments. Sundaram Short Duration Fund Growth is an Fixed Income - Short Duration fund. The fund follows a conservative investment approach designed to provide regular income with moderate risk levels.

The fund primarily invests in debt securities with the objective of generating steady returns while managing interest rate risk. As of 31-Jul-2024, Sundaram Short Duration Fund had invested 84.54% in Debt and 15.46% in Cash & Cash Eq. This asset allocation strategy helps maintain liquidity while generating consistent returns for investors.

Key Investment Features:

- Focuses on short-duration debt instruments

- Maintains moderate risk profile

- Provides regular income opportunities

- Sundaram Short Duration Fund is 21 years 11 months old. It has delivered 7.18% returns since inception.

Fund Managers

The fund is managed by experienced professionals who bring extensive expertise in debt markets:

Dwijendra Srivastava - Lead Fund Manager

Mr. Srivastava is B.Tech , PGDM (Finance) and CFA. Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers. Currently, he is the Executive Vice President and CIO Debt.

Sandeep Agarwal - Co-Fund Manager

Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS. Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.

Both fund managers have demonstrated consistent performance in managing debt portfolios and bring valuable market insights to the fund's investment strategy.

About the Fund House (AMC)

Sundaram Asset Management Company Limited operates as one of India's established mutual fund houses with a rich heritage in financial services.

Company Background:

- Established in 1996, Sundaram Mutual Fund operates as a wholly-owned subsidiary of Sundaram Finance Limited (SFL), one of India's oldest Non-Banking Financial Companies (NBFCs).

- Sundaram Asset Management delivers trusted mutual fund solutions with 28+ years' experience, managing ₹80,000+ crore for over 3.5 million investors.

- Sundaram Asset Management Company Ltd manages assets worth ₹ 67,722.55 crores. It's current offering of mutual fund schemes includes 32 equity, 10 debt and 5 hybrid schemes.

The AMC has built a reputation for prudent fund management and investor-centric approach, focusing on delivering consistent performance across various market cycles.

Should I Invest in Sundaram Short Duration Fund?

Investment Considerations:

Positive Aspects:

- Experienced Management: The fund manager of Sundaram Short Duration Fund is Dwijendra Srivastava, Sandeep Agarwal. Both bring extensive experience in debt markets

- Reasonable Expense Ratio: The expense ratio of Sundaram Short Duration Fund is 0.85. according to Value Research, while other sources show variations between 0.31% to 0.89%

- Moderate Risk Profile: The riskometer level of Sundaram Short Duration Fund is Moderate.

- Consistent Performance: The return given by Sundaram Short Duration Fund Growth in 1 month is 0.70%, 3 months is 1.80%, 6 months is 3.99%, and 1 year is 7.80%. The return given by Sundaram Short Duration Fund Growth in 3 years is 6.29% and 5 years is 6.26%.

Key Metrics (as of latest available data):

- AUM: The AUM of Sundaram Short Duration Fund Fund is ₹193 Cr as of 31-Jul-2024

- Minimum Investment: The minimum SIP amount of Sundaram Short Duration Fund is ₹250

- No Lock-in Period: No, There is no lock in period in Sundaram Short Duration Fund.

Suitable For:

- Conservative investors seeking regular income

- Those looking for lower volatility compared to equity funds

- Investors with short to medium-term investment horizons

- Portfolio diversification purposes

FAQs

What is today's NAV of Sundaram Short Duration Fund?

The NAV fluctuates daily based on market conditions. You can check the current NAV on Allvest platform or the fund's official website for real-time updates.

What is the AUM of Sundaram Short Duration Fund?

The AUM of Sundaram Short Duration Fund Fund is ₹193 Cr as of 31-Jul-2024, though this may vary across different sources and reporting dates.

What is the expense ratio of Sundaram Short Duration Fund?

The expense ratio of Sundaram Short Duration Fund is 0.85, which covers fund management and administrative costs.

What are the returns of Sundaram Short Duration Fund since inception?

It has delivered 7.18% returns since inception. The fund has maintained consistent performance over its operational period.

What is the minimum SIP amount to invest in Sundaram Short Duration Fund?

The minimum SIP amount of Sundaram Short Duration Fund is ₹250, making it accessible for retail investors.

How do I invest in Sundaram Short Duration Fund?

You can invest through Allvest platform by completing your KYC, selecting the fund, choosing investment amount, and setting up payment methods. Direct and regular plans are available.

How to start a SIP in Sundaram Short Duration Fund?

Register on Allvest platform, search for the fund, select SIP option, choose monthly investment amount (minimum ₹250), set SIP date, and authorize bank mandate for automatic deductions.

How do I automate an SIP in Sundaram Short Duration Fund?

Use Allvest's auto-invest feature to set up automatic monthly investments. Once configured, your chosen amount will be invested automatically without manual intervention.

How can I withdraw/redeem my investment in Sundaram Short Duration Fund?

Access your Allvest account, navigate to your holdings, select the fund, choose partial or full redemption, specify amount, and confirm the transaction. Proceeds are credited to your registered bank account.