| Scheme Name | 1Y(%) | 2Y(%) | 3Y(%) | 5Y(%) | 10Y(%) |
|---|---|---|---|---|---|
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | 7.9 | 7.36 | 6.06 | 7.58 | 6.25 |
| BANK OF INDIA Short Term Income Fund-Regular Plan- Growth | 9.09 | 7.47 | 13.6 | 8.38 | 5.74 |
| HDFC Short Term Debt Fund - Growth Option | 8.27 | 7.69 | 6.3 | 6.71 | 7.47 |
| Axis Short Term Fund - Regular Plan - Growth Option | 7.99 | 7.37 | 6.14 | 6.38 | 7.16 |
| Nippon India Short Term Fund-Growth Plan | 7.96 | 7.38 | 5.98 | 6.34 | 7.01 |
| Axis Short Term Fund - Retail Plan - Growth Option | 7.95 | 7.34 | 6.12 | 6.37 | 7.16 |
| Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan | 7.92 | 7.37 | 6.31 | 6.73 | 7.38 |
| Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund) Regular Principal Units | 7.9 | 7.36 | 0 | 0 | 0 |
| UTI Short Duration Fund - Regular Plan - Growth Option | 7.89 | 7.39 | 6.18 | 7.46 | 6.33 |
| Invesco India Short Duration Fund - Growth | 7.87 | 7.03 | 5.53 | 5.7 | 6.47 |
| Based On | Sundaram Short Duration Fund (Formerly Known as Principal Short Term Debt Fund)- Growth Plan | BSE India Bond Index | Debt: Short Duration |
|---|---|---|---|
| CAGR since inception | 7.19% | 8.74% | 6.84% |
| 1 Year | 7.90% | 7.49% | 7.70% |
| 3 Year | 6.06% | 5.99% | 6.11% |
| 5 Year | 7.58% | 7.41% | 6.21% |
| 10 Year | 6.25% | 8.41% | 6.74% |
| Nav / Index Value as on2025-01-03 | 235.16% | 0.00% | 0.00% |
| Sector | Allocation |
|---|---|
| Others | 2.13 |
| Debt | 79.22 |
| Mutual Funds | 0.23 |
| Cash & Cash Equivalents | 18.42 |
| Company | Holding |
|---|---|
| 7.38% Government of India (20/06/2027) | 4.32 |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA | 4.24 |
| REC LIMITED | 2.13 |
| POWER FINANCE CORPORATION LTD. | 2.11 |
| ICICI BANK LIMITED | 2.1 |
| UNION BANK OF INDIA | 2.09 |
| PUNJAB NATIONAL BANK | 2.09 |
| LIC HOUSING FINANCE LIMITED | 2.07 |
| CAN FIN HOMES LIMITED | 1.28 |
| 0.23 |
To calculate the Sundaram Mutual Fund :
1. Visit https://www.swarajfinpro.com/Calculator-SIP
2. Put the monthly SIP amount.
3. Put the monthly expected returns.
4. Write down the time period of investment.
