Sundaram Short Term Debt Fund Growth
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- Fund Summary
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- Why Cleartax
|Risk||Moderately Low risk|
|Fund Type||Short Duration|
More about this fund
|182 DTB 25032021||11.51%|
|182 DTB 29072021||8.42%|
|5.09% Govt Stock 2022||6.51%|
|National Bank For Agriculture And Rural Development||6.43%|
|LIC Housing Finance Limited||4.47%|
|Housing and Urban Development Corporation Limited (Hudco)||4.47%|
|Housing Development Finance Corporation Limited||4.44%|
|Rural Electrification Corporation Limited||4.39%|
|Housing Development Finance Corporation Limited||4.35%|
|5.77% GOI 2030||4.23%|
About Sundaram Short Term Debt Fund
Being an open-ended debt fund, the scheme seeks to generate capital appreciation and income by investing primarily in money market securities instruments and fixed income securities. The Macaulay duration of the portfolio is between 1-3 years.
Pros and Cons of Sundaram Short Term Debt Fund
This product is suitable for those who are seeking: 1. Short-term capital appreciation. 2. High Credit quality. 3. Fund invests in money market instruments, highly rated corporate bonds and Bank CD.
Fund Information and Statistics of Sundaram Short Term Debt Fund
Inception/ Launch Date
The Sundaram Short Term Debt Fund was launched on September 2002 by Sundaram Mutual Fund.
This fund comes with a moderately low level of risk and aims to give relatively stable return. With the adverse market conditions the investor can lose the principal amount of their investment in this scheme. This scheme invests a small fraction of their portfolio in companies that have slightly weaker credit rated scrip.
Within 10 business days from the date of acceptance of the redemption request, the redemption proceeds and shall be dispatched to the unit holders.
Mr.Dwijendra Srivastava since July 2010 and Mr.Sandeep Agarwal since June 2012 are the fund managers of Sundaram Short Term Debt Fund.
Entry/ Exit Load
The entry load is NIL for investing in this scheme. The exit load is not applicable for investing in this scheme.
Tax benefits of investing in Sundaram Short Term Debt Fund
The short term capital gains are taxed according to the investor’s income slab. The long-term capital gains are taxed at the rate of 20% after indexation.
About Sundaram Mutual Fund
Sundaram Mutual Fund is the part of one of the oldest and well known financial services providers known as Sundaram Finance limited Group. This group deals in the diversified Indian markets like finance, automobile and investments. The goal of the mutual fund is to allow its retail investors to invest together. On behalf of its investors the funds invests in fixed income instruments, avenues and equities and then share the benefits mutually
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All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns