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
₹13.2262
+0.01%
(16 Sep)
AUM
204 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
In beta. Send feedback here.
Compare with other fund
1Y
+13.8%
+13.8%
+10.0%
+10.0%
+8.2%
3Y
+12.6%
+12.6%
+10.3%
+10.3%
+7.5%
5Y
+10.5%
+10.5%
+10.7%
+10.7%
+6.2%
ALL
+9.6%
+9.6%
+5.0%
+5.0%
NA
VOL
1.2%
1.2%
6.1%
6.1%
3.2%
TER
0.4%
0.4%
0.5%
0.5%
0.3%
AUM
₹8,935 Cr
₹8,935 Cr
₹271 Cr
₹271 Cr
₹204 Cr
INFO
7.65
7.65
0.83
0.83
0.00
See fund holdings as of 31st Aug
Top holdings
7.1% Govt Stock 2034
12.6%
7.37% Govt Stock 2028
7.6%
Bharti Telecom Limited - NCD & Bonds
5.4%
Power Finance Corporation Limited - NCD & Bonds
5.0%
National Bank For Agriculture And Rural Development - NCD & Bonds
5.0%
Export Import Bank Of India - NCD & Bonds
5.0%
Pnb Housing Finance Limited - NCD & Bonds
5.0%
7.38% Govt Stock 2027
3.5%
Cash And Other Net Current Assets^
2.8%
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