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Sundaram Short Term Debt Fund Bonus+0.01%

8.64%
1 Year Return
Debt
Short Duration
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Short Term Debt Fund Bonus

RiskModerately Low
Min SIP AmountNot Supported
Expense Ratio1.01%
NAV₹16.08 (19 Jan 2021)
Fund Started10 Jun 2013
Fund Size225 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
8.6%
3.1%
4.8%
7.2%
Category Average
8.1%
6.2%
6.8%
-
Rank Within Category
18
22
22
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 8.6% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Exit load is zero
3. Age is more than 10 years
4. 1Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. Risk is higher compared to the benchmark
4. 1Y Returns are lower than the benchmark
5. 3Y Returns are lower than the benchmark
6. 5Y Returns are lower than the benchmark
7. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
8. Risk-adjusted returns are lower compared to the category
9. 3Y Returns are lower than the category average returns
10. 5Y Returns are lower than the category average returns
11. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Reserve Bank of IndiaFinancialT-Bills18.1%
GOISovereignGOI Sec10.8%
LIC Housing Finance Ltd.FinancialDebenture7.7%
Housing & Urban Development Corpn. Ltd.FinancialDebenture7.7%
Housing Development Finance Corpn. Ltd.FinancialDebenture7.7%
REC Ltd.FinancialBonds7.5%
Axis Bank Ltd.FinancialCD7.1%
GOISovereignGOI Sec4.0%
GOISovereignGOI Sec4.0%
Power Finance Corpn. Ltd.FinancialNCD3.8%
See All

Fund Managers

Dwijendra Srivastava
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Sandeep Agarwal
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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 ₹225 Cr and the Latest NAV as of 19 Jan 2021 is ₹16.08.

The Sundaram Short Term Debt Fund Bonus is rated Moderately Low 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.

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Nil
Exit Load

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About Sundaram Mutual Fund

Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
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,
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