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Sundaram Mutual Fund

Sundaram Short Term Debt Fund Direct Plan-Growth

NAV
returns change indicator
35.3893
as on 17 Sep 2021, 10:00 PM
0.0015(0.00%)
Last Change
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Scheme Ratings

3
starstarstarstarstar
rated by Morningstar
2
starstarstarstarstar
rated by Value Research

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,08,827
star
1,11,067
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
11,068
Profit (absolute return)
11.07%
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
1.22%
In the last 6 months
2.70%
In the last 1 year
4.82%
In the last 3 years
11.07%
In the last 5 years
26.88%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

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

Scheme Information

Sundaram Short Term Debt Fund Direct Plan-Growth
Sundaram Short Term Debt Fund Direct Plan-Growth
as of 31 Aug 2021, 05:30 AM
296.53 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
No charges on withdrawal
0.28%
Expense Ratio
Plan
Growth
11.08%
Cash Holding
Benchmark
CRISIL Short-Term Bond Index
Scheme Document
Benchmark
CRISIL Short-Term Bond Index
Exit Load
No charges on withdrawal
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 Aug 2021
Sort By
Cash Holding
11.08%
32.86 Cr

Companies Holding in this Mutual Fund

as on 31 Aug 2021
Sort By
Reserve Bank of India
26.54%
78.70 Cr
GOI
19.69%
58.39 Cr
Power Finance Corporation Ltd.
6.92%
20.52 Cr
Housing Development Finance Corpn. Ltd.
6.87%
20.37 Cr
National Bank For Agriculture & Rural Development
6.79%
20.13 Cr
Axis Bank Ltd.
6.57%
19.48 Cr
Others
5.76%
17.08 Cr
Sikka Ports and Terminals Ltd.
5.36%
15.89 Cr
REC Ltd.
5.14%
15.24 Cr
LIC Housing Finance Ltd.
3.49%
10.35 Cr
View All
View All

Instruments Holding in this Mutual Fund

as on 31 Aug 2021
Debenture
52.50%
155.67 Cr
NCD
23.61%
70.02 Cr
Repo
14.45%
42.85 Cr
CMB
13.62%
40.39 Cr
Additional Tier 2 Bo
9.44%
27.99 Cr
Reverse Repo
8.16%
24.18 Cr
CD
7.25%
21.49 Cr
Bonds
6.67%
19.78 Cr
Bonds/NCD
6.51%
19.29 Cr
CP
6.46%
19.17 Cr
View All
View All

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 ₹296.53 Crores and the latest NAV decalared is ₹35.389 as on 18 Sep 2021 at 12:45 pm.
Sundaram Short Term Debt Fund Direct Plan-Growth scheme return performance in last 1 year is 4.82%, in last 3 years is 11.07% and 80.27% since scheme launch. The min. SIP amount to invest in this scheme is ₹5000.

Scheme Details

AUM:296.53 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
33,732.34 Cr
AUM
91
Schemes
Address
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah600014
Phone Number
Phone Number
Phone : 1860-425-7237