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Sundaram Short Duration Fund Direct Growth

Debt
Short Duration
Low to Moderate Risk
7.39%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 08 Aug 2022₹38.32
Min. SIP amountNot Supported
Rating5
Fund size₹209.97Cr

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns10.5%7.4%5.6%7.5%
Category average4.3%6.4%6.4%NA
Rank with in category3316NA
Understand terms

Holdings (25)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec8.9%
Indian Oil Corporation Ltd.EnergyDebenture6.9%
Citi Corp Finance Ltd
FinancialDebenture5.5%
Sikka Ports and Terminals Ltd.EnergyZCB4.7%
Housing Development Finance Corpn. Ltd.FinancialDebenture4.7%
Housing & Urban Development Corporation Ltd.FinancialDebenture4.7%
LIC Housing Finance Ltd.
FinancialDebenture4.6%
Chennai Petroleum Corporation Ltd.EnergyDebenture4.5%
REC Ltd.FinancialNCD4.2%
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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FAQs

How to Invest in Sundaram Short Duration Fund Direct Growth?

You can easily invest in Sundaram Short Duration Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Sundaram Short Duration Fund Direct Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Sundaram Short Duration Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Short Duration Fund Direct Growth provide?

The Sundaram Short Duration Fund Direct Growth has been there from 01 Jan 2013 and the average annual returns provided by this fund is 10.48% since its inception.

How much expense ratio is charged by Sundaram Short Duration Fund Direct Growth?

The term Expense Ratio used for Sundaram Short Duration Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Sundaram Short Duration Fund Direct Growth is 0.28% as of 10 Aug 2022...

What is the AUM of Sundaram Short Duration Fund Direct Growth?

The AUM, short for Assets Under Management of Sundaram Short Duration Fund Direct Growth is ₹209.97Cr as of 10 Aug 2022.

How to Redeem Sundaram Short Duration Fund Direct Growth?

If you want to sell your Sundaram Short Duration Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Short Duration Fund Direct Growth?

You can select either SIP or Lumpsum investment of Sundaram Short Duration Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of Sundaram Short Duration Fund Direct Growth?

The NAV of Sundaram Short Duration Fund Direct Growth is ₹38.32 as of 08 Aug 2022.

What is the PE and PB ratio of Sundaram Short Duration Fund Direct Growth?

The PE ratio ratio of Sundaram Short Duration Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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