Scheme

Sundaram Short Term Fund - Growth Plan

Sundaram Mutual Fund · Income/Debt Oriented Schemes - Short Term FundNAV 47.1413 on 03 Nov 20261Y 4.22%3Y 6.69%

All funds

Factsheet

As of 31 Aug 2026

Scheme riskometer

Low to Moderate

Benchmark riskometer

Low to Moderate

Inception
22 Nov 1999
Regular expense
0.6%
Direct expense
0.3%
Portfolio turnover
0
Exit load
Upto 25%, within 365 days from the date of allotment: Nil. More than 25% within 365 days from the date of allotment: 1%. >365 days: Nil
Sharpe
0.2

Portfolio

As of 31 Aug 2026

Top 10 holdings

Holding% of net assets
HDFC Bank Ltd6.3%
ICICI Bank Ltd6%
Reliance Industries Ltd5.3%
Axis Bank Ltd5.1%
State Bank of India4.3%
Kirloskar Oil Engines Ltd4.1%
Infosys Ltd3.5%
Larsen & Toubro Ltd3.1%
NTPC LTD3.1%
Bharti Airtel Ltd2.8%