| NAV: 31 Dec 2021 | ₹18.17 |
| Min. SIP amount | NA |
| Rating | 5 |
| Fund size | ₹361.74Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 12.8% | 5.3% | 5.6% | 6.9% |
| Category average | 4.3% | 6.4% | 6.4% | NA |
| Rank with in category | 1 | 19 | 16 | NA |
Holdings (23)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Reserve Bank of India | Financial | T-Bills | 6.9% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 5.5% |
GOI | Sovereign | GOI Sec | 5.5% |
| Sikka Ports and Terminals Ltd. | Energy | Debenture | 4.4% |
Export-Import Bank Of India | Financial | Bonds | 4.3% |
GOI | Sovereign | GOI Sec | 4.1% |
LIC Housing Finance Ltd. | Financial | CP | 4.0% |
| Piramal Capital & Housing Finance Ltd. | Financial | Debenture | 3.7% |
| Power Finance Corporation Ltd. | Financial | Debenture | 2.8% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 2.8% |
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.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Dwijendra SrivastavaJul 2010 - PresentView details
Sandeep AgarwalJun 2012 - PresentView details
Fund house & investment objective
Fund house contact details
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FAQs
How to Invest in Sundaram Short Term Debt Fund Bonus?
You can easily invest in Sundaram Short Term Debt Fund Bonus in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for Sundaram Short Term Debt Fund Bonus from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in Sundaram Short Term Debt Fund Bonus as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Sundaram Short Term Debt Fund Bonus provide?
The Sundaram Short Term Debt Fund Bonus has been there from 10 Jun 2013 and the average annual returns provided by this fund is 12.83% since its inception.
How much expense ratio is charged by Sundaram Short Term Debt Fund Bonus?
The term
Expense Ratio used for Sundaram Short Term Debt Fund Bonus or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Sundaram Short Term Debt Fund Bonus is 1.01% as of 26 May 2022...
What is the AUM of Sundaram Short Term Debt Fund Bonus?
The AUM, short for Assets Under Management of Sundaram Short Term Debt Fund Bonus is ₹361.74Cr as of 26 May 2022.
How to Redeem Sundaram Short Term Debt Fund Bonus?
If you want to sell your Sundaram Short Term Debt Fund Bonus holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Sundaram Short Term Debt Fund Bonus?
What is the NAV of Sundaram Short Term Debt Fund Bonus?
The NAV of Sundaram Short Term Debt Fund Bonus is ₹18.17 as of 31 Dec 2021.
