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

Sundaram Short Duration Annual IDCW Payout Direct Plan

NAV
₹14.0481
-0.02%
(16 Apr)
AUM
193 Cr
TER
0.29%
Risk
Moderate Risk
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
+7.2%
+6.4%
+6.4%
+6.4%
+6.4%
3Y
NA
+12.3%
+12.3%
+12.2%
+12.2%
5Y
NA
+3.2%
+3.2%
+3.9%
+3.9%
ALL
+5.9%
+3.5%
+3.5%
+5.2%
+5.2%
VOL
0.8%
6.5%
6.5%
2.5%
2.5%
TER
0.3%
0.5%
0.5%
0.5%
0.5%
AUM
₹193 Cr
₹83 Cr
₹83 Cr
₹83 Cr
₹83 Cr
INFO
7.17
0.53
0.53
2.03
2.03
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 Annual IDCW Payout (DP)
₹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 Mar
Top holdings
Treps
35.4%
Cash And Other Net Current Assets^
23.1%
7.18% Govt Stock 2033
17.3%
7.06% Govt Stock 2028
7.8%
Rural Electrification Corporation Limited - NCD & Bonds - NCD & Bonds
5.3%
7.38% Govt Stock 2027
5.2%
Power Finance Corporation Ltd. - NCD & Bonds - NCD & Bonds
5.2%
Small Industries Development Bank Of India - NCD & Bonds - NCD & Bonds
5.2%
Chennai Petroleum Corporation Limited - NCD & Bonds - NCD & Bonds
5.2%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
5.1%
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