Fund Details
Sundaram Short Term Debt Fund Growth
| Risk | Low to Moderate |
|---|---|
| Min SIP Amount | ₹250 |
| Expense Ratio | 1.01% |
| NAV | ₹32.44 (19 Apr 2021) |
|---|---|
| Fund Started | 05 Sep 2002 |
| Fund Size | ₹257 Cr |
Returns
Comparison
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. Exit load is zero
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
4. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 9.9% |
| Reserve Bank of India | Financial | T-Bills | 9.7% |
| Reserve Bank of India | Financial | T-Bills | 9.7% |
| Reserve Bank of India | Financial | T-Bills | 7.5% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 5.8% |
| GOI | Sovereign | CGL | 4.1% |
| LIC Housing Finance Ltd. | Financial | Debenture | 4.1% |
| Housing & Urban Development Corpn. Ltd. | Financial | Debenture | 4.0% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 4.0% |
| National Highways Authority of India Ltd. | Services | NCD | 4.0% |
Fund Managers
Sundaram Short Term Debt Fund Growth Details
Sundaram Short Term Debt Fund Growth is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 05 Sep 2002. Dwijendra Srivastava, Sandeep Agarwal is the Current Fund Manager of Sundaram Short Term Debt Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹257 Cr and the Latest NAV as of 19 Apr 2021 is ₹32.44.
The Sundaram Short Term Debt Fund Growth 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.
