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Sundaram Short Term Fund
5Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹51.37
Total Expense Ratio
0.28%
Base Expense Ratio
NA
Min SIP
₹1.00K
Fund Size
₹178Cr
Min Investment
₹5.00K
Lock In
NA
Scheme Information Document
Exit load: Nil
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
0.08%
Beta
0.37
Sharpe Ratio
0.213304
Risk
7.40%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(5.29)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- Franklin India Short Term Fund
- Invesco India Short Term Fund
- DSP Financial Services Sectoral Debt Fund
- ICICI Prudential Short Term Fund
- Kotak Short Term Fund
- HDFC Short Term Fund
- Bandhan Short Term Fund
- SBI Short Term Fund
- Aditya Birla Sun Life Short Term Fund
- Tata Short Term Fund
- Groww Short Term Fund
- DSP Short Term Fund
- Canara Robeco Short Term Fund
- LIC MF Short Term Fund
- Mirae Asset Short Term Fund
- Axis Short Term Fund
- Baroda BNP Paribas Short Term Fund
- JioBlackRock Short Term Fund
- Union Short Term Fund
- Sundaram Short Term Fund
- Mahindra Manulife Short Term Fund
- JM Short Term Fund
- TRUSTMF Short Term Fund
- UTI Short Term Fund
- HSBC Short Term Fund
- Nippon India Short Term Fund
- Bank of India Short Term Fund
Sandeep Agarwal
Sundaram Mutual FundTotal assets under management
₹68.69L Crores
Date of incorporation
26 Feb 1996
Sundaram Short Term Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Sundaram Short Term Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Sundaram Short Term Fund has an AUM of ₹178.26 Cr as on 10/1/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 6.70%. The risk is Low to Moderate against the category average of 21.49.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on debt funds: Debt funds are those schemes that invest at least 65% of their corpus in SEBI-regulated debt instruments.
For investments made after April 1, 2023, capital gains from debt funds are added to individual’s income and taxed at the relevant slab rate, irrespective of holding period.
Ans. There is no lock-in period applicable on Sundaram Short Term Fund.
Ans. The expense ratio of Sundaram Short Term Fund is 0.28%.