Sundaram Short Duration Fund Direct Bonus

Debt
Short Duration
Low to Moderate Risk
8.30%
3Y annualised
0.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: NANA
Min. SIP amountNot Supported
RatingNA
Fund size₹208.39Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.0%8.3%5.7%7.4%
Category average3.9%5.6%5.7%NA
Rank with in category6316NA
Understand terms

Holdings (25)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec9.2%
GOISovereignGOI Sec7.2%
GOISovereignGOI Sec7.2%
GOI
SovereignGOI Sec7.1%
Citi Corp Finance Ltd
FinancialDebenture5.7%
Sikka Ports and Terminals Ltd.EnergyZCB4.8%
LIC Housing Finance Ltd.
FinancialDebenture4.8%
Chennai Petroleum Corporation Ltd.EnergyDebenture4.6%
Canara Bank
FinancialCD4.5%
Piramal Capital & Housing Finance Ltd.FinancialDebenture4.1%
See All

Expense ratio, exit load and tax

Expense ratio: 0.28%

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Dwijendra Srivastava
Jan 2022 - Present
View details

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.
Also manages these schemes

Sandeep Agarwal
Jan 2022 - Present
View details

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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
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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