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

Sundaram Short Duration IDCW Monthly Reinvest Direct Plan

NAV
₹13.2579
+0.00%
(26 Sep)
AUM
200 Cr
TER
0.3%
Risk
Moderate Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+13.7%
+13.7%
+9.8%
+9.8%
+8.1%
3Y
+12.8%
+12.8%
+10.5%
+10.5%
+7.6%
5Y
+10.5%
+10.5%
+10.7%
+10.7%
+6.1%
ALL
+9.6%
+9.6%
+5.0%
+5.0%
+5.3%
VOL
1.2%
1.2%
6.1%
6.1%
3.2%
TER
0.4%
0.4%
0.5%
0.5%
0.3%
AUM
₹8,851 Cr
₹8,851 Cr
₹279 Cr
₹279 Cr
₹200 Cr
INFO
7.66
7.66
0.83
0.83
1.66
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Short Duration IDCW Monthly Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 15th Sep
Top holdings
7.1% Govt Stock 2034
13.0%
7.37% Govt Stock 2028
7.8%
National Bank For Agriculture And Rural Development - NCD & Bonds
5.1%
Power Finance Corporation Limited - NCD & Bonds
5.1%
Export Import Bank Of India - NCD & Bonds
5.1%
Pnb Housing Finance Limited - NCD & Bonds
5.1%
7.38% Govt Stock 2027
3.6%
Bharti Telecom Limited - NCD & Bonds
3.0%
Cash And Other Net Current Assets^
2.6%
7.32% Govt Stock 2030
2.6%
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