Sundaram Short Term Debt Fund Dividend Half Yearly+0.10%

9.54%
1 Year Return
Debt
Short Duration
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Sundaram Short Term Debt Fund Dividend Half Yearly

RiskModerately Low
Min SIP Amount₹250
Expense Ratio1.01%
NAV11.73 (23 Oct 2020)
Fund Started05 Sep 2002
Fund Size129 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Sundaram Short Term Debt Fund Dividend Half Yearly
9.5%
3.1%
4.8%
6.6%
Category Average
8.9%
6.3%
7.0%
-
Rank within category
14
22
22
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 9.5% annual returns

    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-Bills19.1%
    Reserve Bank of IndiaFinancialT-Bills11.4%
    Housing & Urban Development Corpn. Ltd.FinancialDebenture8.1%
    LIC Housing Finance Ltd.FinancialDebenture8.1%
    Housing Development Finance Corpn. Ltd.FinancialDebenture8.0%
    REC Ltd.FinancialBonds8.0%
    GOISovereignGOI Sec6.1%
    Power Finance Corpn. Ltd.FinancialNCD4.0%
    Power Finance Corpn. Ltd.FinancialDebenture4.0%
    Oriental Nagpur Betul Highway Ltd.ConstructionDebenture1.2%
    See All

    Fund Managers

    addDwijendra Srivastava
    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.
    Funds Managed
    addSandeep Agarwal
    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.
    Funds Managed

    Sundaram Short Term Debt Fund Dividend Half Yearly Details

    Sundaram Short Term Debt Fund Dividend Half Yearly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 05 Sep 2002. Dwijendra Srivastava, Sandeep Agarwal is the Current Fund Manager of Sundaram Short Term Debt Fund Dividend Half Yearly fund.The fund currently has an Asset Under Management(AUM) of ₹129 Cr and the Latest NAV as of 23 Oct 2020 is ₹11.73.

    The Sundaram Short Term Debt Fund Dividend Half Yearly is rated Moderately Low risk. Minimum SIP Investment is set to 250. Minimum Lumpsum Investment is 5000.

    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)

    ₹5000
    Min for First Investment
    ₹500
    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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