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Sundaram Short Dur Reg Principal Units-R

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Scheme Information

Sundaram Short Dur Reg Principal Units-R

as of 16 Mar 2026, 13:03 PM

Scheme Asset Size₹200.63 Cr

Expense Ratio0.72%

Cash Holding16.44126%

Fund TypeOpen-End

PlanGrowth

BenchmarkNifty Short Duration Debt TR INR

Launch Date2022-01-03

Exit LoadExit load of 0.00% for investments if redeemed within 1 Years

SIP Calculator

Return Rate (p.a)

12%

Monthly Investment

₹5,000

₹500₹10,00,000

Tenure (Years)

10 Years

1 Year40 Years

Invested Amount

Estimated Return

Invested Amount

₹6,00,000

Est. Return

₹5,61,695

Total Value

₹11,61,695

Invested Amount

Estimated Return

Invest Now

Scheme Ratings

rated by Value Research

Scheme Riskometer

Your principal will be at Low To Moderate Risk

Investment Returns

Absolute Returns

CAGR

In the last 1 months 0.14%

In the last 3 months 2.61%

In the last 6 months 4.74%

In the last 1 Years 9.03%

In the last 3 Years 0.24%

In the last 5 Years 0.00%

Company Holdings

Company Name	Sector	Instrument	Assets
7.0% Tamilnadu Sgs 2029	-	BT	7.57%
Small Industries Development Bank of India 7.22%	-	B	5.49%
Power Finance Corporation Limited	-	B	5.05%
National Bank For Agriculture And Rural Development	-	B	5.05%
Pnb Housing Finance Limited	-	B	5.04%
Export Import Bank Of India	-	B	5.03%
Punjab National Bank	-	BD	4.68%
7.32% Gs 2030	-	BT	2.59%
7.04% Gs 2029	-	BT	2.57%
7.18% Gs 2037	-	BT	2.56%
Cholamandalam Investment And Finance Company Limited	-	B	2.54%
Muthoot Finance Limited	-	B	2.53%
LIC Housing Finance Ltd	-	B	2.52%
National Bank For Agriculture And Rural Development	-	B	2.51%
National Housing Bank	-	B	2.51%
Rec Limited	-	B	2.51%
Can Fin Homes Limited	-	B	2.51%
7.44% Tamilnadu Sgs 2034	-	BT	2.50%
Hinduja Leyland Finance Limited	-	B	2.50%
India (Republic of) 6.36%	-	BT	2.50%
Shriram Finance Limited	-	B	2.50%
360 One Prime Limited	-	B	2.50%
Rural Electrification Corporation Limited	-	B	2.49%
Rec Limited	-	B	2.49%
Small Industries Development Bank Of India	-	B	2.49%
LIC Housing Finance Ltd	-	B	2.48%
Corporate Debt Market Development Fund - Class A2	-	EX	0.32%
Treps	-	CR	11.08%
Cash And Other Net Current Assets^	-	CA	2.86%
6.79% Gs 2034	-	BT	-

Sector Holding Analysis

Equity / Debt / Cash Split

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Debt

83.24%

Cash

16.44%

Others

0.32%

Equity sector allocation

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Consumer Cyclical

0.92%

Energy

2.76%

Financial Services

45.07%

Industrials

4.58%

Others

46.67%

Fund House Contact Details

Websitewww.sundarammutual.com

Phone+91 44 28583362/3367

Sundaram Asset Management Company Ltd

Asset Management Company

Funds in this Category

DSP Credit Risk Fund Reg Mly IDCW-R

Debt

Min. Investment

₹100

Category Returns

11.10%

14.35%

3Y Returns

+14.35%

DSP Credit Risk Fund Reg Mly IDCW-P

Debt

Min. Investment

₹100

Category Returns

11.10%

14.35%

3Y Returns

+14.35%

DSP Credit Risk Fund Reg Gr

Debt

Min. Investment

₹100

Category Returns

11.10%

14.35%

3Y Returns

+14.28%

About Sundaram Short Dur Reg Principal Units-R

Investment Objective of the Scheme

To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.

Key Features of The Fund

5-year return

Fund Manager

Dwijendra Srivastava

Risk Profile

Low To Moderate Risk

Expense Ratio

0.72%

Fund Size

₹200.63 Cr

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