Sundaram Short Term Debt Fund Direct Plan Growth+0.06%

1
4.51%
1 Year Return
Debt
Short Duration
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Short Term Debt Fund Direct Plan Growth

RiskModerately Low
Min SIP Amount₹250
Expense Ratio0.27%
NAV₹32.79 (05 Jun 2020)
Fund Started08 Jan 2013
Fund Size₹150 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Short Term Debt Fund Direct Plan Growth
4.5%
3.6%
5.7%
7.2%
Category Average
5.0%
5.5%
6.5%
-
Rank within category
25
21
20
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month₹5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    ₹0
    with 4.5% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio
    2. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    State Bank of IndiaFinancialNCD6.9%
    Small Industries Devp. Bank of India Ltd.FinancialDebenture6.9%
    Housing & Urban Development Corpn. Ltd.FinancialDebenture6.8%
    Indian Railway Finance Corpn. Ltd.FinancialDebenture6.8%
    National Thermal Power Corp. Ltd.EnergyDebenture6.8%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture6.7%
    LIC Housing Finance Ltd.FinancialNCD6.7%
    REC Ltd.FinancialBonds6.7%
    Power Finance Corpn. Ltd.FinancialNCD6.7%
    Housing Development Finance Corpn. Ltd.FinancialDebenture6.6%
    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 PGIM India Mutual Fund, 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

    Sundaram Short Term Debt Fund Direct Plan Growth Details

    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 ₹150 Cr and the Latest NAV as of 05 Jun 2020 is ₹32.79.

    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.

    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)

    Click here
    ₹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
    26 Feb 1996
    E-mail
    ravis@sundarammutual.com
    Website
    NA
    Sundaram Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Email
    mfshyderabad@karvy.com
    Website
    www.karvymfs.com
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