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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
Expense Ratio	0.28%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 330
AMC AUM (in Crs.)	₹ 30,497
Min Addition Subscription	₹ 500

Benchmark Type

CRISIL Short Term Bond Fund TR INR

Exit Load

No Exit load, if redeemed after 0 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Franklin India Short Term Income Plan - Direct Plan	5000	5000	4.7%
PGIM India Short Maturity Fund - Direct Plan	1000	1000	4.03%
Baroda S/T Bond - Direct Plan	0	0	7.32%
IDBI Short Term Bond - Direct Plan	1000	5000	7.59%
Indiabulls Short Term Fund - Direct Plan	1000	500	5.67%
Kotak Bond Fund Short Term Plan - Direct Plan	1000	1000	8.26%
ICICI Prudential Short Term Fund - Direct Plan	1000	1000	8.66%

Top 10 Holdings

Company	Holding Type	Asset(%)
Infina Finance Private Limited	Cash - Commercial Paper	8
Sharekhan Bnp Paribas Financial Services Private Limited	Cash - Commercial Paper	8
India (Republic of)	Bond - Gov't Treasury	7
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	6
5.22% Govt Stock 2025	Bond - Gov't Treasury	6
Sikka Ports & Terminals Limited	Bond - Corporate Bond	5
Export Import Bank Of India	Bond - Corporate Bond	5
LIC Housing Finance Limited	Cash - Commercial Paper	4
Piramal Capital & Housing Finance Limited	Bond - Corporate Bond	4
Reverse Repo	Cash - Repurchase Agreement	4

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	43
Bond - Gov't Treasury	23
Cash - Commercial Paper	20
Cash - Repurchase Agreement	7
Cash - CD Time Deposit	6

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	43
Bond - Gov't Treasury	23
Cash - Commercial Paper	20
Cash - Repurchase Agreement	7
Cash - CD Time Deposit	6

Fund Manager

Sandeep Agarwal

9+ years of experience

Dwijendra Srivastava

9+ years of experience

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.

rahulm@sundarammutual.com

Phone

1860 425 7237

Address

Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,, Chennai - 600 014

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m