Fund Details
Sundaram Short Term Debt Fund Bonus
| Risk | Low to Moderate |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.01% |
| NAV | ₹16.31 (24 Jun 2021) |
|---|---|
| Fund Started | 10 Jun 2013 |
| Fund Size | ₹289 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Exit load is zero
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
4. 5Y Returns are lower than the category average returns
5. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | CGL | 9.1% |
| Reserve Bank of India | Financial | T-Bills | 8.5% |
| GOI | Sovereign | GOI Sec | 6.9% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 5.2% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 5.2% |
| GOI | Sovereign | GOI Sec | 5.2% |
| GOI | Sovereign | GOI Sec | 4.8% |
| LIC Housing Finance Ltd. | Financial | Debenture | 3.6% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 3.6% |
| Housing & Urban Development Corpn. Ltd. | Financial | Debenture | 3.6% |
Fund Managers
Sundaram Short Term Debt Fund Bonus Details
Sundaram Short Term Debt Fund Bonus is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 10 Jun 2013. Dwijendra Srivastava, Sandeep Agarwal is the Current Fund Manager of Sundaram Short Term Debt Fund Bonus fund.The fund currently has an Asset Under Management(AUM) of ₹289 Cr and the Latest NAV as of 24 Jun 2021 is ₹16.31.
The Sundaram Short Term Debt Fund Bonus is rated Low to Moderate risk. Minimum SIP Investment is set to 500.
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.
