| Risk | Moderately Low |
|---|---|
| Min SIP Amount | ₹250 |
| Expense Ratio | 0.28% |
| NAV | ₹34.12 (29 Oct 2020) |
|---|---|
| Fund Started | 08 Jan 2013 |
| Fund Size | ₹129 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reserve Bank of India | Financial | T-Bills | 19.1% |
| Reserve Bank of India | Financial | T-Bills | 11.4% |
| Housing & Urban Development Corpn. Ltd. | Financial | Debenture | 8.1% |
| LIC Housing Finance Ltd. | Financial | Debenture | 8.1% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 8.0% |
| REC Ltd. | Financial | Bonds | 8.0% |
| GOI | Sovereign | GOI Sec | 6.1% |
| Power Finance Corpn. Ltd. | Financial | NCD | 4.0% |
| Power Finance Corpn. Ltd. | Financial | Debenture | 4.0% |
| Oriental Nagpur Betul Highway Ltd. | Construction | Debenture | 1.2% |
Sundaram Short Term Debt Fund Direct Plan Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 08 Jan 2013. Dwijendra Srivastava, Sandeep Agarwal is the Current Fund Manager of Sundaram Short Term Debt Fund Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹129 Cr and the Latest NAV as of 29 Oct 2020 is ₹34.12.
The Sundaram Short Term Debt Fund Direct Plan Growth is rated Moderately Low risk. Minimum SIP Investment is set to 250. Minimum Lumpsum Investment is 5000.
The scheme seeks to generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.