| Risk | Moderately Low |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.27% |
| NAV | ₹12.44 (28 Sep 2020) |
|---|---|
| Fund Started | 12 Jul 2013 |
| Fund Size | ₹148 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 17.8% |
| Reserve Bank of India | Financial | T-Bills | 16.8% |
| State Bank of India | Financial | NCD | 7.3% |
| Housing & Urban Development Corpn. Ltd. | Financial | Debenture | 7.1% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 7.0% |
| REC Ltd. | Financial | Bonds | 7.0% |
| Indian Oil Corpn. Ltd. | Energy | Debenture | 4.9% |
| GOI | Sovereign | GOI Sec | 3.6% |
| Power Finance Corpn. Ltd. | Financial | NCD | 3.5% |
| Indian Oil Corpn. Ltd. | Energy | Debenture | 3.5% |
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 ₹148 Cr and the Latest NAV as of 28 Sep 2020 is ₹12.44.
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 scheme seeks to generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.