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Scheme Information
Sundaram Short Dur Reg HY IDCW
as of 30 Apr 2026, 16:26 PM
SIP Calculator
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Scheme Ratings
rated by Value Research
Scheme Riskometer
Your principal will be at Low To Moderate Risk
Investment Returns
Absolute Returns
CAGR
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| 7.0% Tamilnadu Sgs 2029 | - | BT | 7.84% |
| Union Bank of India | - | BD | 7.37% |
| Small Industries Development Bank Of India | - | B | 5.71% |
| Power Finance Corporation Limited | - | B | 5.27% |
| Pnb Housing Finance Limited | - | B | 5.26% |
| National Bank For Agriculture And Rural Development | - | B | 5.25% |
| Export Import Bank Of India | - | B | 5.25% |
| 7.32% Govt Stock 2030 | - | BT | 2.69% |
| 7.04% Govt Stock 2029 | - | BT | 2.66% |
| Cholamandalam Investment And Finance Company Limited | - | B | 2.65% |
| LIC Housing Finance Ltd | - | B | 2.63% |
| Muthoot Finance Limited | - | B | 2.63% |
| Can Fin Homes Limited | - | B | 2.63% |
| Rec Limited | - | B | 2.62% |
| National Housing Bank | - | B | 2.62% |
| 360 One Prime Limited | - | B | 2.62% |
| National Bank For Agriculture And Rural Development | - | B | 2.62% |
| Small Industries Development Bank Of India | - | B | 2.62% |
| Hinduja Leyland Finance Limited | - | B | 2.62% |
| Rec Limited | - | B | 2.61% |
| LIC Housing Finance Ltd | - | B | 2.60% |
| 7.44% Tamilnadu Sgs 2034 | - | BT | 2.60% |
| 6.36% Govt Stock 2031 | - | BT | 2.59% |
| Canara Bank | - | BD | 2.54% |
| Corporate Debt Market Development Fund - Class A2 | - | EX | 0.33% |
| Treps | - | CR | 5.95% |
| Punjab National Bank | - | CD | 4.95% |
| Cash And Other Net Current Assets^ | - | C | 2.29% |
Sector Holding Analysis
Equity / Debt / Cash Split
Debt
86.48%
Cash
13.18%
Others
0.33%
Equity sector allocation
Consumer Cyclical
0.92%
Energy
2.76%
Financial Services
45.07%
Industrials
4.58%
Others
46.67%
Fund House Contact Details
Asset Management Company
Funds in this Category
About Sundaram Short Dur Reg HY IDCW
Investment Objective of the Scheme
Key Features of The Fund
5-year return
-
Fund Manager
Dwijendra Srivastava
Risk Profile
Low To Moderate Risk
Expense Ratio
0.68%
Fund Size
₹190.43 Cr
FAQ's
What is the expense ratio of Sundaram Short Dur Reg HY IDCW?
What is the AUM (Assets Under Management) of Sundaram Short Dur Reg HY IDCW?
What are the top stock holdings of Sundaram Short Dur Reg HY IDCW?
The Sundaram Short Dur Reg HY IDCW has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| 7.0% Tamilnadu Sgs 2029 | 7.84% |
| Union Bank of India | 7.37% |
| Small Industries Development Bank Of India | 5.71% |
| Power Finance Corporation Limited | 5.27% |
| Pnb Housing Finance Limited | 5.26% |
| National Bank For Agriculture And Rural Development | 5.25% |
| Export Import Bank Of India | 5.25% |
| 7.32% Govt Stock 2030 | 2.69% |
| 7.04% Govt Stock 2029 | 2.66% |
| Cholamandalam Investment And Finance Company Limited | 2.65% |
| LIC Housing Finance Ltd | 2.63% |
| Muthoot Finance Limited | 2.63% |
| Can Fin Homes Limited | 2.63% |
| Rec Limited | 2.62% |
| National Housing Bank | 2.62% |
| 360 One Prime Limited | 2.62% |
| National Bank For Agriculture And Rural Development | 2.62% |
| Small Industries Development Bank Of India | 2.62% |
| Hinduja Leyland Finance Limited | 2.62% |
| Rec Limited | 2.61% |
| LIC Housing Finance Ltd | 2.60% |
| 7.44% Tamilnadu Sgs 2034 | 2.60% |
| 6.36% Govt Stock 2031 | 2.59% |
| Canara Bank | 2.54% |
| Corporate Debt Market Development Fund - Class A2 | 0.33% |
| Treps | 5.95% |
| Punjab National Bank | 4.95% |
| Cash And Other Net Current Assets^ | 2.29% |
In which sectors has Sundaram Short Dur Reg HY IDCW invested in?
The Sundaram Short Dur Reg HY IDCW has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | - |
| Communication Services | - |
| Consumer Cyclical | 0.92% |
| Consumer Defensive | - |
| Energy | 2.76% |
| Financial Services | 45.07% |
| Healthcare | - |
| Industrials | 4.58% |
| Real Estate | - |
| Technology | - |
| Utilities | - |
What is the risk level of Sundaram Short Dur Reg HY IDCW?
Who are the fund managers of Sundaram Short Dur Reg HY IDCW?
Is there a minimum SIP amount to invest in Sundaram Short Dur Reg HY IDCW?
Can I invest in Sundaram Short Dur Reg HY IDCW both in SIP and lump sum?
How to invest in Sundaram Short Dur Reg HY IDCW?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Sundaram Short Dur Reg HY IDCW:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Sundaram Short Dur Reg HY IDCW.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Sundaram Short Dur Reg HY IDCW?
The exit load of Sundaram Short Dur Reg HY IDCW is as follows:
Exit load of 0.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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