Sundaram Short Term Debt Fund - Direct Plan
To generate income and capital appreciation by investing primarily in
fixed income securities & money market instruments.
Suitability
This product is suitable for investors who are seeking
• Income over short to medium term,
• to earn regular income by investing primarily in fixed income securities
Fund Info
| Scheme Class | Debt |
| Scheme Category | Short Duration |
| Benchmark Type | Crisil Liquid Fund Index |
| Expense Ratio | 0.26% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 203 |
| AMC AUM (in Crs.) | ₹ 30,497 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 5000 | 5000 | 8.45% | |
| 1000 | 1000 | 5.17% | |
| 0 | 0 | 8.55% | |
| 1000 | 5000 | 4.95% | |
| 1000 | 500 | 7.2% | |
| 1000 | 1000 | 8.0% | |
| 1000 | 1000 | 8.06% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| 7.26% Govt Stock 2029 | Bond - Gov't Treasury | 13 |
| Sheba Properties Limited | Bond - Corporate Bond | 9 |
| State Bank Of India | Bond - Corporate Bond | 8 |
| Housing Development Finance Corporation Limited | Bond - Corporate Bond | 7 |
| LIC HOUSING FINANCE LIMITED | Bond - Corporate Bond | 7 |
| Treps | Cash - Repurchase Agreement | 6 |
| BHARAT PETROLEUM CORPORATION LIMITED | Bond - Corporate Bond | 5 |
| Small Industries Development Bank Of India | Bond - Corporate Bond | 5 |
| HOUSING AND URBAN DEVELOPMENT CORPORATION LIMITED (HUDCO) | Bond - Corporate Bond | 5 |
| HOUSING AND URBAN DEVELOPMENT CORPORATION LIMITED (HUDCO) | Bond - Corporate Bond | 5 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Bond - Corporate Bond | 73 |
| Bond - Gov't Treasury | 13 |
| Bond - Asset Backed | 6 |
| Cash - Repurchase Agreement | 6 |
| Cash | 2 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Bond - Corporate Bond | 73 |
| Bond - Gov't Treasury | 13 |
| Bond - Asset Backed | 6 |
| Cash - Repurchase Agreement | 6 |
| Cash | 2 |
Sundaram Mutual Fund
AUM
₹30,497 Cr
About
This asset management company has an experience of over 20 years and is a wholly owned subsidiary of a NBFC - Sundaram Finance Limited.##With a wide range of products offered under the Sundaram banner, Sundaram mutual funds have also made a mark in the financial industry. It offers a wide range of schemes, starting from equity, debt, income and liquid funds.##The fund management team boasts of an excellent research and analytical team that analyzes market conditions to optimize returns of investor.##For investors who want a regular income the main focus is on improving the credit quality of the portfolio. Sundaram was the first to launch funds in themes such as Mid-cap, Capex, Leadership, Rural India and Micro cap. It targets to increase the value of each and every stakeholder and aspires to hold a high degree of business ethics.
Email
Phone
1860 425 7237
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014, - 600 014
Sundaram Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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