Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Short Term Debt Fund Growth

Sundaram Short Term Debt Fund Growth

Debt
Short Duration
Low to Moderate Risk
3.76%
1Y return
0.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹32.80
Min. SIP Amount₹250
Rating2star
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%)

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.8%2.8%4.1%6.5%
Category average4.3%6.4%6.4%NA
Rank with in category232422NA
Understand termsinfo

Holdings (18)

NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills18.3%
Reserve Bank of India
FinancialT-Bills8.3%
GOI
SovereignCGL7.1%
GOI
SovereignGOI Sec6.7%
National Bank For Agriculture & Rural Development
FinancialDebenture5.1%
LIC Housing Finance Ltd.FinancialDebenture3.5%
Housing & Urban Development Corporation Ltd.
FinancialDebenture3.5%
Housing Development Finance Corpn. Ltd.FinancialDebenture3.5%
National Highways Authority of India Ltd.
ServicesNCD3.4%
REC Ltd.FinancialBonds3.4%
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

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
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Sandeep Agarwal
Jun 2012 - Present
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Fund house & investment objective

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Fund house contact details

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