Sundaram Short Term Debt Fund Direct Plan Growth

Sundaram Short Term Debt Fund Direct Plan Growth

Debt
Short Duration
Low to Moderate Risk
+6.05%
3Y annualised
+0.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Dec '21
₹39.10
Min. SIP amount
Not Supported
Fund size
₹361.74 Cr
Expense ratio
0.28%

Holdings (23)

NameSectorInstrumentsAssets
Reserve Bank of IndiaFinancialT-Bills6.86%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture5.53%
GOISovereignGOI Sec5.51%
Sikka Ports and Terminals Ltd.EnergyDebenture4.36%
Export-Import Bank Of IndiaFinancialBonds4.25%
GOISovereignGOI Sec4.08%
LIC Housing Finance Ltd.FinancialCP4.04%
Piramal Capital & Housing Finance Ltd.FinancialDebenture3.74%
Power Finance Corporation Ltd.FinancialDebenture2.84%
Housing Development Finance Corpn. Ltd.FinancialDebenture2.83%
Housing Development Finance Corpn. Ltd.FinancialDebenture2.82%
Housing & Urban Development Corporation Ltd.FinancialDebenture2.82%
GOISovereignGOI Sec2.77%
National Highways Authority of India Ltd.ServicesNCD2.77%
REC Ltd.FinancialBonds2.77%
Axis Bank Ltd.FinancialCD2.75%
Chennai Petroleum Corporation Ltd.EnergyDebenture2.75%
Axis Bank Ltd.FinancialCD2.72%
GOISovereignCGL1.43%
Power Finance Corporation Ltd.FinancialNCD1.42%
REC Ltd.FinancialNCD1.42%
National Bank For Agriculture & Rural DevelopmentFinancialNCD1.42%
Housing Development Finance Corpn. Ltd.FinancialNCD1.37%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns+13.6%+6.0%+6.4%+8.0%
Category average (Debt Short Duration)+7.4%+7.1%+5.9%--
Rank (Debt Short Duration)11917--

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed as per your Income Tax slab.
Check past data

About Sundaram Short Term Debt Fund Direct Plan Growth

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 26 Feb 1996. The fund currently has an Asset Under Management(AUM) of ₹76,137 Cr and the Latest NAV as of 31 Dec 2021 is ₹39.10. The Sundaram Short Term Debt Fund Direct Plan Growth is rated Low to Moderate risk. Minimum SIP Investment is set to ₹250. ;

Investment Objective

The scheme seeks to generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
Fund benchmarkNIFTY Short Duration Index

Fund house

Rank (total assets)#17 in India
Total AUM₹76,136.70 Cr
Date of Incorporation26 Feb 1996
Phone1860-425-7237
E-mailNA
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
CustodianNA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,