Sundaram Short Duration Fund Direct IDCW Monthly

Debt
Short Duration
Moderate Risk
Payout
8.04%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Mar 2024₹12.93
Min. SIP amount₹250
Rating5
Fund size₹198.96Cr

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 returns8.0%8.0%5.9%7.4%
Category average7.2%5.4%6.0%NA
Rank with in category13218NA
Understand terms

Holdings (20)

NameSectorInstrumentAssets
SovereignGOI Sec14.61%
SovereignGOI Sec7.54%
SovereignGOI Sec5.08%
FinancialFRB5.05%
FinancialDebenture5.05%
SovereignGOI Sec5.02%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture4.99%
National Bank For Agriculture & Rural Development
FinancialDebenture4.99%
EnergyDebenture4.97%
Bharti Telecom Ltd.
CommunicationDebenture3.52%
See All

Pros and cons

Category: Debt Short Duration

Pros

Cons

Consistently higher annualised returns than category average for the past 1Y and 3Y
5Y annualised returns lower than category average by 0.12%
Exit load is zero
Lower expense ratio: 0.28%

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹500
Min. for SIP₹250

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

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
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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