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Sundaram Short Duration Fund

Sundaram Mutual Fund Short Term Fund As of 2026-07-31
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Holdings
26
Concentrated
Top 10 weight
59%
Concentration
Strategy data
N/A
Not reported
Equity
3%
Asset allocation

Portfolio

1Sectors 9Large positions 2.8%Top: ICRA AAA 0.0%Cash

Market-cap allocation

Cap allocation not available for this fund.

Asset allocation

Equity3%
Debt88%

Top holdings

7.00% Tamil Nadu State Government Securities - 12/03/2029DEBT
8.3%
TREPSDERIVATIVE
6.9%
6.36% Central Government Securities 16/02/2031DEBT
6.1%
Power Finance Corporation Ltd - 7.77% - 15/04/2028**DEBT
5.6%
PNB Housing Finance Ltd - 8.15% - 29/07/2027**DEBT
5.6%
Export Import Bank of India - 7.35% - 27/07/2028**DEBT
5.6%
National Bank for Agriculture & Rural Development - 6.66% - 12/10/2028DEBT
5.4%
Punjab National Bank - 05/02/2027**DEBT
5.3%
Union Bank of India - 16/03/2027**DEBT
5.3%
Small Industries Development Bank of India - 7.42% - 12/03/2029**DEBT
4.4%

AI Smart summary

Portfolio read

  • 3% equity, 88% debt.
  • 26 disclosed positions across 1 classified equity sectors.
  • Largest equity sector is ICRA AAA at 2.8% of the portfolio.

Watchpoints

  • No threshold-based concentration or allocation warning was triggered by the available portfolio data.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Short Term Fund.

Bandhan Short Duration Fund90 holdings · 39% top 10
Aditya Birla Sun Life Short Term Fund85 holdings · 43% top 10
SBI Ultra Short Duration Fund (Erstwhile known as SBI Magnum Ultra Short Duration Fund)64 holdings · 49% top 10
Sundaram Ultra Short Duration Fund62 holdings · 33% top 10
UTI Ultra Short Duration Fund57 holdings · 37% top 10
UTI Short Duration Fund46 holdings · 42% top 10

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

ICRA AAA2.8%