| Risk | Moderately Low |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.27% |
| NAV | ₹12.66 (10 Jul 2020) |
|---|---|
| Fund Started | 12 Jul 2013 |
| Fund Size | ₹121 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| State Bank of India | Financial | NCD | 8.8% |
| Housing & Urban Development Corpn. Ltd. | Financial | Debenture | 8.6% |
| Indian Railway Finance Corpn. Ltd. | Financial | Debenture | 8.5% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 8.5% |
| LIC Housing Finance Ltd. | Financial | NCD | 8.5% |
| REC Ltd. | Financial | Bonds | 8.4% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 8.3% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 4.3% |
| Hindustan Petroleum Corpn. Ltd. | Energy | Debenture | 4.3% |
| National Thermal Power Corp. Ltd. | Energy | Debenture | 4.3% |
Sundaram Short Term Debt Fund Direct Plan Dividend Half Yearly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 12 Jul 2013. Dwijendra Srivastava, Sandeep Agarwal is the Current Fund Manager of Sundaram Short Term Debt Fund Direct Plan Dividend Half Yearly fund.The fund currently has an Asset Under Management(AUM) of ₹121 Cr and the Latest NAV as of 10 Jul 2020 is ₹12.66.
The Sundaram Short Term Debt Fund Direct Plan Dividend Half Yearly is rated Moderately Low risk. Minimum SIP Investment is set to 250. Minimum Lumpsum Investment is 5000.
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.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.