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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	0.93%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 233
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	3.44%
PGIM India Short Maturity Fund - Direct Plan	1000	1000	4.59%
Baroda S/T Bond - Direct Plan	0	0	8.12%
IDBI Short Term Bond - Direct Plan	1000	5000	5.55%
Indiabulls Short Term Fund - Direct Plan	1000	500	6.96%
Kotak Bond Fund Short Term Plan - Direct Plan	1000	1000	8.9%
ICICI Prudential Short Term Fund - Direct Plan	1000	1000	9.14%

Top 10 Holdings

Company	Holding Type	Asset(%)
Treps	Cash - Repurchase Agreement	15
182 DTB 25032021	Bond - Gov't Treasury	12
182 DTB 29072021	Bond - Gov't Treasury	8
5.09% Govt Stock 2022	Bond - Gov't Treasury	7
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	6
LIC Housing Finance Limited	Bond - Corporate Bond	4
Housing and Urban Development Corporation Limited (Hudco)	Bond - Corporate Bond	4
Housing Development Finance Corporation Limited	Bond - Corporate Bond	4
Rural Electrification Corporation Limited	Bond - Corporate Bond	4
Housing Development Finance Corporation Limited	Bond - Corporate Bond	4

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	38
Bond - Gov't Treasury	37
Cash - Repurchase Agreement	19
Cash - CD Time Deposit	4
Bond - Asset Backed	1

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	38
Bond - Gov't Treasury	37
Cash - Repurchase Agreement	19
Cash - CD Time Deposit	4
Bond - Asset Backed	1

Fund Manager

Dwijendra Srivastava

8+ years of experience

Sandeep Agarwal

8+ 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