Sundaram Short Term Debt Fund Direct Plan Dividend Fortnightly-5.02%

2Groww
-4.26%
1 Year Return
Debt
Short Duration
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Short Term Debt Fund Direct Plan Dividend Fortnightly

RiskModerately Low
Min SIP Amount₹500
Expense Ratio0.26%
NAV12.3 (14 Aug 2019)
Fund Started07 Mar 2013
Fund Size220 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Short Term Debt Fund Direct Plan Dividend Fortnightly
-4.3%
3.1%
5.9%
6.9%
Category Average
9.0%
NA
NA
-
Rank within category
22
19
19
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -4.3% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. Lower expense ratio
    3. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark
    2. 1Y Returns are lower than the benchmark
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec11.6%
    Tata Motors Finance Ltd.FinancialDebenture8.0%
    Oriental Nagpur Betul Highway Ltd.ConstructionDebenture7.6%
    State Bank of IndiaFinancialNCD7.0%
    Housing Development Finance Corpn. Ltd.FinancialDebenture6.9%
    LIC Housing Finance Ltd.FinancialNCD6.8%
    Bharat Petroleum Corpn. Ltd.EnergyDebenture4.7%
    Small Industries Devp. Bank of India Ltd.FinancialDebenture4.7%
    Housing & Urban Development Corpn. Ltd.FinancialDebenture4.6%
    Housing & Urban Development Corpn. Ltd.FinancialDebenture4.5%
    See All

    Fund Managers

    addDwijendra Srivastava
    Education
    Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
    Experience
    Prior to joining Sundaram Mutual Fund he has worked with JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
    Funds Managed
    addSandeep Agarwal
    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.
    Funds Managed

    Other Details

    Sundaram Short Term Debt Fund Direct Plan Dividend Fortnightly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was introduced to investors on 07 Mar 2013. Dwijendra Srivastava, Sandeep Agarwal is the Current Fund Manager of Sundaram Short Term Debt Fund Direct Plan Dividend Fortnightly.The fund currently has an Asset Under Management(AUM) of ₹220 Cr and the Latest NAV as of 14 Aug 2019 is ₹12.3.

    The Sundaram Short Term Debt Fund Direct Plan Dividend Fortnightly is rated Moderately Low risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    The Fund seeks to earn regular income by investing primarily in fixed income securities, which may be paid as dividend or reinvested at the option of the investor. A secondary objective is to attempt to keep the value of its units reasonable stable.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About Sundaram Mutual Fund

    Address
    Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
    Phone
    044-28583362/3367
    Launch Date
    25 Feb 1996
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Sundaram
    Address
    No. 23, Cathedral Garden Road Nungambakkam
    Email
    NA
    Website
    NA
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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