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Sundaram Mutual Fund

Sundaram Short Term Debt Fund Direct Plan - Growth

NAV
returns change indicator
33.6530
as on 10 Aug 2020, 09:55 PM
-0.0047(0.01%)
Last Change
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Scheme Ratings

3
starstarstarstarstar
rated by Morningstar
2
starstarstarstarstar
rated by CRISIL
1
starstarstarstarstar
rated by Value Research

Investment Performance

would have given a return of
110,871
star
121,647
star
109,484
star
112,087
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
12,087
Profit (absolute return)
12.09%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
4.06%
In the last 6 months
5.56%
In the last 1 year
4.92%
In the last 3 years
12.09%
In the last 5 years
33.32%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
moderately low
moderately low
moderate
moderate
moderately high
moderately high
high
high
indicator
Investors understand that their principal will be at moderately low risk

Scheme Information

Sundaram Short Term Debt Fund Direct Plan - Growth
Sundaram Short Term Debt Fund Direct Plan - Growth
as of 30 Jun 2020, 05:30 AM
122.80 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
0.27%
Expense Ratio
Plan
Growth
8.79%
Cash Holding
Benchmark
CRISIL Short-Term Bond Index
Scheme Document
Benchmark
CRISIL Short-Term Bond Index
Exit Load
No charges on withdrawal
Scheme Document

Companies Holding in this Mutual Fund

as on 30 Jun 2020
Sort By
Others
11.67%
14.33 Cr
State Bank of India
8.75%
10.74 Cr
Housing & Urban Development Corpn. Ltd.
8.55%
10.50 Cr
LIC Housing Finance Ltd.
8.53%
10.47 Cr
Indian Railway Finance Corpn. Ltd.
8.47%
10.40 Cr
National Bank For Agriculture & Rural Development
8.42%
10.34 Cr
Housing Development Finance Corpn. Ltd.
8.40%
10.31 Cr
REC Ltd.
8.38%
10.29 Cr
GOI
6.47%
7.94 Cr
Hindustan Petroleum Corpn. Ltd.
4.26%
5.23 Cr
View All
View All

Instruments Holding in this Mutual Fund

as on 30 Jun 2020
Debenture
52.50%
64.47 Cr
NCD
23.61%
29.00 Cr
Repo
14.45%
17.75 Cr
Reverse Repo
8.16%
10.01 Cr
Bonds
6.67%
8.19 Cr
T-Bills
4.10%
5.03 Cr
Fixed Deposits
2.77%
3.40 Cr
GOI Sec
2.55%
3.14 Cr

About Sundaram Short Term Debt Fund Direct Plan - Growth

Sundaram Short Term Debt Fund Direct Plan - Growth is a Debt mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on 08 Jan 2013 and is currently managed by its fund managers Sandeep Agarwal and Dwijendra Srivastava. It has an AUM of ₹122.80 Crores and the latest NAV decalared is ₹33.653 as on 11 Aug 2020 at 8:32 am.
Sundaram Short Term Debt Fund Direct Plan - Growth scheme return performance in last 1 year is 4.92%, in last 3 years is 12.09% and 71.42% since scheme launch. The min. SIP amount to invest in this scheme is ₹5000.

Scheme Details

AUM:122.80 Cr
Category:Debt: Short Duration
Launch Date:08 Jan 2013
Fund Type:Open-End

Scheme Objective

The scheme seeks to generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.

AMC Information

Sundaram Mutual Fund
Sundaram Mutual Fund
View AMC Details
26,644.00 Cr
AUM
98
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237