Sundaram Short Duration Fund
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1–3 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation0.8%
Sharpe Ratio-0.55
Beta1.71
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
7.1% Govt Stock 2034Utilities11.98%
TrepsUtilities7.50%
7.37% Govt Stock 2028Utilities7.18%
Bharti Telecom LimitedUtilities5.07%
National Bank For Agriculture And Rural DevelopmentUtilities4.71%
Power Finance Corporation LimitedUtilities4.70%
Export Import Bank Of IndiaUtilities4.69%
Pnb Housing Finance LimitedUtilities4.65%
7.38% Govt Stock 2027Utilities3.30%
Cash And Other Net Current Assets^Utilities2.49%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.89%
Regulatory & Tax Information
INF903JA1KK1
ISINDailyDealing Frequency
CRISIL Short Term Bond TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)