Sundaram Short Duration IDCW Monthly Payout Direct Plan
SIP amount
Min. ₹250
Lumpsum amount
Min. ₹5,000

Sundaram Short Duration IDCW Monthly Payout Direct Plan

NAV
₹13.0349
+0.08%
(4 Apr)
AUM
209 Cr
TER
0.31%
Risk
Moderate Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+14.1%
+14.1%
+10.3%
+10.3%
+3.4%
3Y
+11.2%
+11.2%
+9.6%
+9.6%
+4.9%
5Y
+10.4%
+10.4%
+8.6%
+8.7%
+5.5%
ALL
+9.4%
+9.4%
+5.8%
+4.2%
NA
VOL
1.3%
1.3%
4.0%
6.2%
3.2%
TER
0.4%
0.4%
0.5%
0.5%
0.3%
AUM
₹6,402 Cr
₹6,402 Cr
₹115 Cr
₹115 Cr
₹209 Cr
INFO
7.52
7.52
1.45
0.67
0.00
See fund holdings as of 28th Feb
Top holdings
7.1% Govt Stock 2034
12.0%
Treps
9.9%
7.37% Govt Stock 2028
7.2%
Bharti Telecom Limited - NCD & Bonds - NCD & Bonds
5.2%
7.38% Govt Stock 2027
4.8%
Power Finance Corporation Ltd. - NCD & Bonds - NCD & Bonds
4.7%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
4.7%
Export-Import Bank Of India - NCD & Bonds - NCD & Bonds
4.7%
PNb Housing Finance Limited - NCD & Bonds - NCD & Bonds
4.7%
Cash And Other Net Current Assets^
2.8%
Other information
Minimum SIP
₹250
Minimum lumpsum
₹5,000
Additional lumpsum
₹500
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
To generate income and capital appreciation by investing primarily in fixed income securities & money market instruments.
Fund manager(s)
Dwijendra Srivastava
Sandeep Agarwal

FAQs