Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Short Term Debt Fund Direct Plan IDCW Fortnightly

Sundaram Short Term Debt Fund Direct Plan IDCW Fortnightly

Debt
Short Duration
Low to Moderate Risk
9.94%
1Y return
-0.11% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Sep 2021₹12.86
Min. SIP amount₹250
Rating2star
Fund size₹296.53 Cr

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns9.9%5.3%5.8%7.6%
Category average4.3%6.4%6.4%NA
Rank with in category12018NA
Understand termsinfo

Holdings (21)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec10.1%
GOI
SovereignCGL7.1%
National Bank For Agriculture & Rural Development
FinancialDebenture6.8%
GOI
SovereignGOI Sec6.7%
Sikka Ports and Terminals Ltd.
EnergyDebenture5.4%
Export-Import Bank Of India
FinancialBonds5.3%
FinancialCP4.9%
FinancialDebenture3.5%
Power Finance Corporation Ltd.
FinancialDebenture3.5%
FinancialDebenture3.5%
See All

Pros and cons

info
Category: Debt Short Duration
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Pros

Lower expense ratio - 0.28%
1Y Returns are higher than the category average returns
Exit load is zero
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Cons

Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
3Y Returns are lower than the category average returns
5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 0.28%

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 termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹500
Min. for SIP₹250

Fund management

Dwijendra Srivastava
Jan 2013 - Present
View details
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Sandeep Agarwal
Jan 2013 - Present
View details
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Fund house & investment objective

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Fund house contact details

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