Sundaram Short Term Debt Fund Direct Plan Dividend Monthly+0.07%

9.90%
1 Year Return
Debt
Short Duration
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Short Term Debt Fund Direct Plan Dividend Monthly

RiskModerately Low
Min SIP Amount₹250
Expense Ratio0.28%
NAV12.75 (25 Nov 2020)
Fund Started13 Mar 2013
Fund Size133 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
9.9%
4.0%
5.8%
7.3%
Category Average
8.8%
6.5%
7.1%
-
Rank Within Category
18
22
22
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 9.9% annual returns

    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-Bills18.5%
    GOISovereignGOI Sec16.4%
    LIC Housing Finance Ltd.FinancialDebenture7.9%
    Housing & Urban Development Corpn. Ltd.FinancialDebenture7.9%
    Housing Development Finance Corpn. Ltd.FinancialDebenture7.8%
    REC Ltd.FinancialBonds7.8%
    Axis Bank Ltd.FinancialCD7.2%
    Power Finance Corpn. Ltd.FinancialNCD3.9%
    Power Finance Corpn. Ltd.FinancialDebenture3.9%
    GOISovereignGOI Sec3.8%
    See All

    Fund Managers

    Dwijendra Srivastava
    keyboard_arrow_down
    Sandeep Agarwal
    keyboard_arrow_down

    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 ₹133 Cr and the Latest NAV as of 25 Nov 2020 is ₹12.75.

    The Sundaram Short Term Debt Fund Direct Plan Dividend Monthly 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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