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Scheme Information
Sundaram Short Dur Reg Principal Units-R
as of 30 Apr 2026, 16:22 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 Principal Units-R
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 Principal Units-R?
What is the AUM (Assets Under Management) of Sundaram Short Dur Reg Principal Units-R?
What are the top stock holdings of Sundaram Short Dur Reg Principal Units-R?
The Sundaram Short Dur Reg Principal Units-R 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 Principal Units-R invested in?
The Sundaram Short Dur Reg Principal Units-R 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 Principal Units-R?
Who are the fund managers of Sundaram Short Dur Reg Principal Units-R?
Is there a minimum SIP amount to invest in Sundaram Short Dur Reg Principal Units-R?
Can I invest in Sundaram Short Dur Reg Principal Units-R both in SIP and lump sum?
How to invest in Sundaram Short Dur Reg Principal Units-R?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Sundaram Short Dur Reg Principal Units-R:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Sundaram Short Dur Reg Principal Units-R.
- 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 Principal Units-R?
The exit load of Sundaram Short Dur Reg Principal Units-R 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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