Rating : ★ ★ ☆ ☆ ☆

Sundaram Short Term Debt Fund - Direct Plan - Growth Option

Debt

  

Short Duration Fund

NAV

35.3878-0.0016

(as on 16 Sep, 2021)

RETURNS

3.57 %

Fund Type

Open Ended

Investment Plan

Growth

Expense Ratio

0%

Asset Size

296.53 Cr.

(As of 31 Aug, 2021)

Benchmark

CRISIL Short Term Bond Fund TR INR

Riskometer

Investors understand that their principal will be at Low to Moderate Risk.

Objective

To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.

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Fund manager

Dwijendra Srivastava

Exit load

N / A

Minimum sip

₹0

Minimum investment

₹5000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

5.63% Govt Stock 2026

10.11%

7.16% Govt Stock 2023

7.08%

National Bank For Agriculture And Rural Development

6.78%

5.22% GOI 2025

6.73%

Sector Allocation

About the Scheme Type

Short Duration Mutual Funds usually have an investment horizon spanning about 1 – 3 years, with a scope to be extended to 4 years. Short Duration Mutual Funds are often accompanied by modest risks and non-volatile returns and theydo not even attract penalty on pre-mature withdrawals. These are usually beneficial for investors with lower risk appetite and offer greater post tax returns in comparison to other non-equitycounterparts of the same tenure.

Ratings

This fund is rated 2 stars by Morning Star Ratings.

★ ★ ☆ ☆ ☆

Overview of Sundaram Asset Management Company Ltd

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