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 Type
Open-ended
Scheme Category
Short Duration
Benchmark Type
Crisil Liquid Fund Index
Scheme AUM (in Crs.)
₹ 507.52
Expense Ratio
0.28%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 30497
Min Subscription
₹ 5000
Min Addition Subscription
₹ 500
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Short Duration |
| Benchmark Type | Crisil Liquid Fund Index |
| Scheme AUM (in Crs.) | ₹ 507.52 |
| Expense Ratio | 0.28% |
| Scheme Class | Debt |
| AMC AUM (in Crs.) | ₹ 30497 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
National Bank For Agriculture And Rural Development
Bond - Corporate Bond
6
Dewan Housing Finance Corporation Limited
Bond - Corporate Bond
6
Sheba Properties Limited
Bond - Corporate Bond
6
Housing Development Finance Corporation Limited
Bond - Corporate Bond
5
Power Finance Corporation Ltd.
Bond - Corporate Bond
5
Canara Bank
Bond - Corporate Bond
5
HDFC Bank Ltd
Bond - Corporate Bond
5
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA
Cash - CD Time Deposit
5
ICICI Bank Limited
Bond - Undefined
5
Oriental Bank of Commerce
Bond - Corporate Bond
5
Asset Allocation(%)
Bond - Corporate Bond
73
Bond - Gov't Agency Debt
6
Bond - Undefined
5
Cash - CD Time Deposit
5
Bond - Gov't Treasury
4
Sector Allocation(%)
Sector
Percent
Bond - Corporate Bond
73
Bond - Gov't Agency Debt
6
Bond - Undefined
5
Cash - CD Time Deposit
5
Bond - Gov't Treasury
4
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.
Launch Date
26 Feb 1996
Sponsor
NA
Email
Phone
1860 425 7237
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014, - 600 014
Sundaram Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.