1M
6M
1Y
3Y
5Y
All
| NAV: 27 Jan 2022 | ₹37.78 |
| Min. SIP amount | NA |
| Rating | 2 |
| Fund size | ₹409.75Cr |
Understand terms
Annualised returns
Average of the yearly returns of a mutual fund over a given period.
Absolute returns
The total return of a mutual fund over a given period.
Returns and rankings
Category: Debt Short Duration
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 4.1% | 4.1% | 5.1% | 7.1% |
| Category average | 4.3% | 6.4% | 6.4% | NA |
| Rank with in category | 14 | 21 | 20 | NA |
Understand terms
Holdings (40)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
GOI | Sovereign | GOI Sec | 7.6% |
Reserve Bank of India | Financial | T-Bills | 6.0% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 4.9% |
Sikka Ports and Terminals Ltd. | Energy | Debenture | 3.8% |
Export-Import Bank Of India | Financial | Bonds | 3.7% |
LIC Housing Finance Ltd. | Financial | CP | 3.6% |
GOI | Sovereign | GOI Sec | 3.6% |
Piramal Capital & Housing Finance Ltd. | Financial | Debenture | 3.3% |
Citi Corp Finance Ltd | Financial | Debenture | 2.9% |
Power Finance Corporation Ltd. | Financial | Debenture | 2.5% |
See All
Understand terms
Expense ratio
A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
Tax
A percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit load
A fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp duty
A form of tax payable for the purchase or sale of an asset or security.
Past expense ratio & exit load
Expense ratio
31 Dec 2021 - Present
0.58%
Expense ratio, exit load and tax
Expense ratio: 0.58%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Dwijendra Srivastava
Jan 2022 - Present
View details
Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes
Sandeep Agarwal
Jan 2022 - Present
View details
Education
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Also manages these schemes
Fund house & investment objective
| Rank (total assets) | #17 in India |
|---|---|
| Total AUM | ₹44,103.86Cr |
| Date of Incorporation | NA |
|---|
Sundaram Short Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to in
Sundaram Short Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 28 Jan 2022. Gurvinder Singh Wasan is the Current Fund Manager of Sundaram Short Duration Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹44,104 Cr and the Latest NAV as of 27 Jan 2022 is ₹37.78.
The Sundaram Short Duration Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 2000.
...Read more
Investment Objective
The fund aims to generate income and capital appreciation from a portfolio of debt and money market instruments. The fund can be slotted between a cas
The fund aims to generate income and capital appreciation from a portfolio of debt and money market instruments. The fund can be slotted between a cash fund and a bond fund.
...Read more
| Fund benchmark | CRISIL Short-Term Bond Index |
|---|
Fund house contact details
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
NA
E-mail
[email protected]Website
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Short Duration Fund Direct Growth
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FAQs
How to Invest in Sundaram Short Duration Fund Direct Growth
You can easily invest in Sundaram Short Duration Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for Sundaram Short Duration Fund Direct Growth from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in Sundaram Short Duration Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Sundaram Short Duration Fund Direct Growth provide?
The Sundaram Short Duration Fund Direct Growth has been there from 01 Jan 2013 and the average annual returns provided by this
fund is 4.10% since its inception.
How much expense ratio is charged by Sundaram Short Duration Fund Direct Growth?
The term Expense Ratio used for Sundaram Short Duration Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Sundaram Short Duration Fund Direct Growth is 0.58% as of 28 Jan 2022...
The Expense Ratio of Sundaram Short Duration Fund Direct Growth is 0.58% as of 28 Jan 2022...
What is the AUM of Sundaram Short Duration Fund Direct Growth?
The AUM, short for Assets Under Management of Sundaram Short Duration Fund Direct Growth is ₹409.75Cr as of 28 Jan 2022.
How to Redeem Sundaram Short Duration Fund Direct Growth?
If you want to sell your Sundaram Short Duration Fund Direct Growth holdings, go to your holding on the app or
web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your
desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Sundaram Short Duration Fund Direct Growth?
What is the NAV of Sundaram Short Duration Fund Direct Growth?
The NAV of Sundaram Short Duration Fund Direct Growth is ₹37.78 as of 27 Jan 2022.
What is the PE and PB ratio of Sundaram Short Duration Fund Direct Growth?
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