| Risk | Moderately Low |
|---|---|
| Min SIP Amount | ₹250 |
| Expense Ratio | 1.00% |
| NAV | ₹12.24 (07 Aug 2020) |
|---|---|
| Fund Started | 19 May 2004 |
| Fund Size | ₹123 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| State Bank of India | Financial | NCD | 8.8% |
| Housing & Urban Development Corpn. Ltd. | Financial | Debenture | 8.6% |
| LIC Housing Finance Ltd. | Financial | NCD | 8.5% |
| Indian Railway Finance Corpn. Ltd. | Financial | Debenture | 8.5% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 8.4% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 8.4% |
| REC Ltd. | Financial | Bonds | 8.4% |
| GOI | Sovereign | GOI Sec | 6.5% |
| Hindustan Petroleum Corpn. Ltd. | Energy | Debenture | 4.3% |
| National Housing Bank | Financial | Debenture | 4.2% |
Sundaram Short Term Debt Fund Dividend Monthly is a Debt Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 19 May 2004. Dwijendra Srivastava, Sandeep Agarwal is the Current Fund Manager of Sundaram Short Term Debt Fund Dividend Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹123 Cr and the Latest NAV as of 07 Aug 2020 is ₹12.24.
The Sundaram Short Term Debt Fund Dividend Monthly is rated Moderately Low risk. Minimum SIP Investment is set to 250. Minimum Lumpsum Investment is 5000.
The Fund seeks to earn regular income by investing primarily in fixed income securities, which may be paid as dividend or reinvested at the option of the investor. A secondary objective is to attempt to keep the value of its units reasonable stable.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.