NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹45.90
-0.01%
NAV as on 06 Mar 26, 12:00 AM
moderate risk
short duration
debt
NAV as on 06 Mar 26, 12:00 AM
moderate risk
short duration
debt
6.92%p.a.
Last 1Y
7.33%p.a.
Last 3Y
7.39%p.a.
Last 5Y
7.18%p.a.
Since Inception
About Sundaram Short Duration Fund-Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Sundaram Short Duration Fund-Growth scheme from Sundaram Asset Management Company Limited. It is a Short Duration mutual fund scheme that predominantly invests in Short Duration stocks of companies. Launched on May 2003, Sundaram Short Duration Fund-Growth is Short Duration fund of its category with 197.74 Cr fund under management as on Mar 2026. The expense ratio of this fund is less than that of most other Fund category Short Duration funds.
- Sundaram Short Duration Fund-Growth delivered 6.9% annual returns during the last year. It has delivered 7.2% average annual returns since the fund was launched.
- Sundaram Short Duration Fund-Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
Top 10 Holdings
Repo
10.05%
Cash/Net Current Assets
2.97%
Power Finance Corporation Ltd SR-147 Bonds 8.03 02/05/2026
2.53%
LIC HOUSING FINANCE LIMITED TR- 359 7.95 LOA 29JN28 FVRS10LAC
2.56%
LIC HOUSING FINANCE LIMITED TR 412 6.17 LOA 03SP26 FVRS10LAC
2.51%
GOVERNMENT OF INDIA 31719 GOI 20JU27 7.38 FV RS 100
3.70%
POWER FINANCE CORPORATION LTD. SR BS216 7.13 BD 15JL26 FVRS10LAC
2.46%
RURAL ELECTRIFICATION CORPORATION LIMITED SR 218 A 7.56 BD 30JU26 FVRS1LAC
2.53%
CAN FIN HOMES LIMITED 8.45 NCD 27MY26 FVRS1LAC
1.59%
POWER FINANCE CORPORATION LTD. SR BS227B 7.77 BD 15AP28 FVRS1LAC
5.12%
Fund Managers
- Dwijendra Srivastava (Jan 2022 - Present)
- Sandeep Agarwal (Jan 2022 - Present)
Key Information
View Scheme Document
Sundaram Short Duration Fund-Growth SIP Calculator
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NRI Mutual Fund Tax on Sundaram Short Duration Fund-Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Sundaram Short Duration Fund-Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Sundaram Short Duration Fund-Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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