Sundaram Short Term Debt Fund - Direct Plan - Growth Option
Low To Moderate Risk
Debt
3 Star
NAV as of Dec 31, 2021
₹39.10
0.03%1D Change
Returns since inception
8%p.a.
Low To Moderate Risk
Debt
3 Star
NAV as of Dec 31, 2021
₹39.10
0.03%1D Change
Returns since inception
8%p.a.
Sundaram Short Term Debt Fund - Direct Plan - Growth Option
Low To Moderate Risk|Debt|3 Star
NAV as of Dec 31, 2021
₹39.10
0.03%1D
Returns since inception
8%p.a.
Returns Calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund Overview
- Rating3 Star
- Expense ratio0.28%
- Exit Load0% within 0 days
- AUM (Fund size)₹329.9 Crore
- Lock-in periodNo Lock-in
- Age12 yrs since Jan 01, 2013
- Min. investmentSIP ₹300 & Lump. ₹5000
- RiskLow to Moderate
- Tax implicationsShort-term capital gains (STCG) are taxed at applicable slab rates
Fund Distribution
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| Sharekhan Bnp Paribas Financial Services Private Limited | 7.57% |
| Infina Finance Private Limited | 7.57% |
| India (Republic of) | 7.46% |
| National Bank For Agriculture And Rural Development | 6.07% |
| 5.22% Govt Stock 2025 | 6.03% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Axis Short Duration Fund ... | ₹ 12,125 Cr | ₹34.11 | -0.07% | Low to Moderate |
| Nippon India Short Durati... | ₹ 8,910 Cr | ₹57.96 | -0.05% | Low to Moderate |
| ICICI Prudential Short Te... | ₹ 22,156 Cr | ₹66.34 | -0.07% | Moderate |
| Aditya Birla Sun Life Sho... | ₹ 10,472 Cr | ₹51.99 | -0.05% | Low to Moderate |
NAV History
FUND | Sundaram Short Term Debt Fund - Direct Plan - Growth Option |
|---|---|
| NAV (Dec 31, 2021) | ₹39.10 |
| Class | Debt | Short |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Dwijendra Srivastava, Sandeep Agarwal |
FUND | Sundaram Short Term Debt Fund - Direct Plan - Growth Option |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹300 and Lump. ₹5000 |
| Exit Load | 0% within 0 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Sundaram Short Term ... | 0.1% | 0.27% | 1.03% | 11.82% | 13.62% | 6.05% |
About Sundaram Asset Management Company Ltd
Sundaram Asset Management Company is a subsidiary of Sundaram Finance Limited (SFL), one of the pioneers in the NBCF space. The fund house offers various fund plans to help individuals achieve their goals, and they can pick plans suiting their risk and reward factors. The company strives to make mutual funds available for a wide range of people.
Sundaram Asset Management Company Ltd Details
- No. of schemes147
- Total AUM₹31,971.17 Crore
- AddressSundaram Asset Management Company Limited, Sundaram Towers, Chennai, 600 014
- Phone+91 44 28583362/3367
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
5,963 ₹
The fund house has restricted SIP and Lumpsum (One-Time) investment in this fund right now.
