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
₹13.1942
+0.02%
(15 Dec)
AUM
194 Cr
TER
0.3%
Risk
Moderate Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+13.4%
+13.4%
+7.9%
+6.6%
+6.6%
3Y
+12.9%
+12.9%
+7.5%
+9.8%
+9.8%
5Y
+10.7%
+10.7%
+6.0%
+7.3%
+7.3%
ALL
+12.8%
+12.8%
NA
+6.9%
+6.9%
VOL
1.2%
1.2%
3.2%
6.8%
6.8%
TER
0.4%
0.4%
0.3%
0.3%
0.3%
AUM
₹9,796 Cr
₹9,796 Cr
₹194 Cr
₹3,970 Cr
₹3,970 Cr
INFO
10.31
10.31
0.00
1.02
1.02
See fund holdings as of 30th Nov
Top holdings
6.79% Govt Stock 2034
10.5%
Tamil Nadu (Government of) 7%
7.9%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
5.3%
Power Finance Corporation Limited - NCD & Bonds - NCD & Bonds
5.3%
Export Import Bank Of India - NCD & Bonds - NCD & Bonds
5.3%
Pnb Housing Finance Limited - NCD & Bonds - NCD & Bonds
5.2%
Treps
3.3%
Cash And Other Net Current Assets^
3.0%
7.32% Govt Stock 2030
2.7%
7.1% Govt Stock 2034
2.7%
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