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Sundaram Short Term Debt Fund Direct Plan Dividend Half Yearly+0.02%

9.42%
1 Year Return
Debt
Short Duration
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Short Term Debt Fund Direct Plan Dividend Half Yearly

RiskModerately Low
Min SIP AmountNot Supported
Expense Ratio0.28%
NAV₹12.65 (20 Jan 2021)
Fund Started12 Jul 2013
Fund Size225 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
9.4%
3.9%
5.7%
7.2%
Category Average
8.3%
6.5%
6.9%
-
Rank Within Category
14
19
19
-
*All returns are annualized.
ONE TIME
Minimum SIP amount250
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 9.4% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 0.28%
2. Exit load is zero
3. 1Y Returns are higher than the category average returns
Cons
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

NameSectorInstrument% Assets
Reserve Bank of IndiaFinancialT-Bills18.1%
GOISovereignGOI Sec10.8%
LIC Housing Finance Ltd.FinancialDebenture7.7%
Housing & Urban Development Corpn. Ltd.FinancialDebenture7.7%
Housing Development Finance Corpn. Ltd.FinancialDebenture7.7%
REC Ltd.FinancialBonds7.5%
Axis Bank Ltd.FinancialCD7.1%
GOISovereignGOI Sec4.0%
GOISovereignGOI Sec4.0%
Power Finance Corpn. Ltd.FinancialNCD3.8%
See All

Fund Managers

Dwijendra Srivastava
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Sandeep Agarwal
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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.

Scheme Information Document(SID)

₹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
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,
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