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Sundaram Short Term Debt Fund Direct Plan Dividend Monthly+0.02%

7.48%
1 Year Return
Debt
Short Duration
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Short Term Debt Fund Direct Plan Dividend Monthly

RiskLow to Moderate
Min SIP Amount₹250
Expense Ratio0.28%
NAV₹12.78 (04 Mar 2021)
Fund Started13 Mar 2013
Fund Size233 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
7.5%
3.8%
5.6%
7.2%
Category Average
6.2%
6.3%
6.7%
-
Rank Within Category
12
22
22
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount250
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 7.5% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 0.28%
2. 1Y Returns are higher than the category average returns
3. Exit load is zero
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-Bills11.5%
Reserve Bank of IndiaFinancialT-Bills8.4%
GOISovereignGOI Sec6.5%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture6.4%
LIC Housing Finance Ltd.FinancialDebenture4.5%
Housing & Urban Development Corpn. Ltd.FinancialDebenture4.5%
Housing Development Finance Corpn. Ltd.FinancialDebenture4.4%
REC Ltd.FinancialBonds4.4%
Housing Development Finance Corpn. Ltd.FinancialDebenture4.3%
GOISovereignGOI Sec4.2%
See All

Fund Managers

Dwijendra Srivastava
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Sandeep Agarwal
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Sundaram Short Term Debt Fund Direct Plan Dividend Monthly Details

Sundaram Short Term Debt Fund Direct Plan Dividend Monthly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 13 Mar 2013. Dwijendra Srivastava, Sandeep Agarwal is the Current Fund Manager of Sundaram Short Term Debt Fund Direct Plan Dividend Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹233 Cr and the Latest NAV as of 04 Mar 2021 is ₹12.78.

The Sundaram Short Term Debt Fund Direct Plan Dividend Monthly is rated Low to Moderate 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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