Fund Details
Sundaram Short Term Debt Fund Direct Plan Dividend Half Yearly
| Risk | Moderately Low |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.28% |
| NAV | ₹12.65 (20 Jan 2021) |
|---|---|
| Fund Started | 12 Jul 2013 |
| Fund Size | ₹225 Cr |
Returns
Comparison
1. Lower expense ratio - 0.28%
2. Exit load is zero
3. 1Y Returns are higher than the category average returns
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. 3Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reserve Bank of India | Financial | T-Bills | 18.1% |
| GOI | Sovereign | GOI Sec | 10.8% |
| LIC Housing Finance Ltd. | Financial | Debenture | 7.7% |
| Housing & Urban Development Corpn. Ltd. | Financial | Debenture | 7.7% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 7.7% |
| REC Ltd. | Financial | Bonds | 7.5% |
| Axis Bank Ltd. | Financial | CD | 7.1% |
| GOI | Sovereign | GOI Sec | 4.0% |
| GOI | Sovereign | GOI Sec | 4.0% |
| Power Finance Corpn. Ltd. | Financial | NCD | 3.8% |
Fund Managers
Sundaram Short Term Debt Fund Direct Plan Dividend Half Yearly Details
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 ₹225 Cr and the Latest NAV as of 20 Jan 2021 is ₹12.65.
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.
Investment Objective
The scheme seeks to generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
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.
