1M
6M
1Y
3Y
5Y
All
| NAV: 29 Jul 2021 | ₹32.80 |
|---|---|
| Min. SIP Amount | ₹250 |
| Rating | 2star |
|---|---|
| Fund Size | ₹296.00 Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹0 (0.00%)
Understand terms
Annualised returns
Average of the yearly returns of a mutual fund over a given period.
Absolute returns
The total return of a mutual fund over a given period.
Returns and rankings
Category: Debt Short Duration
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 3.8% | 2.8% | 4.1% | 6.5% |
| Category average | 4.3% | 6.4% | 6.4% | NA |
| Rank with in category | 23 | 24 | 22 | NA |
Understand termsinfo
Holdings (18)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Reserve Bank of India | Financial | T-Bills | 18.3% |
Reserve Bank of India | Financial | T-Bills | 8.3% |
GOI | Sovereign | CGL | 7.1% |
GOI | Sovereign | GOI Sec | 6.7% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 5.1% |
| LIC Housing Finance Ltd. | Financial | Debenture | 3.5% |
Housing & Urban Development Corporation Ltd. | Financial | Debenture | 3.5% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 3.5% |
National Highways Authority of India Ltd. | Services | NCD | 3.4% |
| REC Ltd. | Financial | Bonds | 3.4% |
See All
Pros and cons
Category: Debt Short Duration
Pros
- Age is more than 10 years
- Exit load is zero
Cons
- Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
- 1Y Returns are lower than the category average returns
- 3Y Returns are lower than the category average returns
- 5Y Returns are lower than the category average returns
- 10Y Returns are lower than the category average returns
Understand terms
Expense ratio
A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
Tax
A percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit load
A fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp duty
A form of tax payable for the purchase or sale of an asset or security.
Expense ratio, exit load and tax
Expense ratio: 1.01%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Understand termsinfo
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹5,000 |
| Min. for SIP | ₹250 |
Fund management
Dwijendra Srivastava
Jul 2010 - Present
View Details
Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes
Sandeep Agarwal
Jun 2012 - Present
View Details
Education
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Also manages these schemes
Fund house & investment objective
| Rank (total assets) | #17 in India |
|---|---|
| Total AUM | 32,095.30 Cr |
| Date of Incorporation | 26 Feb 1996 |
|---|
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 26
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 26 Feb 1996. 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 ₹32,095 Cr and the Latest NAV as of 29 Jul 2021 is ₹32.80.
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.
...Read more
Investment Objective
The scheme seeks to generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
The scheme seeks to generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
| Fund benchmark | CRISIL Short-Term Bond |
|---|
Fund house contact details
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
E-mail
[email protected]Website
NA
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Short Term Debt Fund Growth
VS
Add mutual fund to compare
MOST POPULAR ON GROWW
STOCK MARKET INDICES: S&P BSE SENSEX | S&P BSE 100 | NIFTY 100 | NIFTY 50 | NIFTY MIDCAP 100 | NIFTY BANK | NIFTY NEXT 50
POPULAR MUTUAL FUNDS: Axis Bluechip Fund | Motilal Oswal S&P 500 Index Fund | Parag Parikh Long Term Equity Fund | SBI Small Cap Fund | HDFC Balanced Advantage Fund | Axis Long Term Equity Fund | UTI Nifty Index Fund | Axis Midcap Fund | SBI Bluechip Fund | Mirae Asset Emerging Bluechip Fund
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL | HDFC | NIPPON INDIA | ADITYA BIRLA SUN LIFE | SBI | UTI | FRANKLIN TEMPLETON | KOTAK MAHINDRA | IDFC | DSP | AXIS | TATA | L&T | SUNDARAM | PGIM | INVESCO | LIC | JM FINANCIAL | BARODA PIONEER | CANARA ROBECO | HSBC | IDBI | INDIABULLS | MOTILAL OSWAL | BNP PARIBAS | MIRAE ASSET | PRINCIPAL | BOI AXA | UNION KBC | TAURUS | EDELWEISS | NAVI | MAHINDRA | QUANTUM | PPFAS | IIFL | Quant | SHRIRAM | SAHARA | ITI